Financial Sales Support, Entry Level

About the role

This entry‑level Financial Sales Support role supports an intermediary sales team by keeping CRM data clean, coordinating onboarding and logistics, and ensuring the day‑to‑day sales process runs smoothly so the team can stay focused on clients and growth. It is a great opportunity for recent college graduates with an interest in the financial industry.

Why This Job is Awesome / Your Impact

• Be a go‑to partner for a fast‑moving sales team in financial services.
• Build hands‑on experience with Salesforce, reporting, and cross‑functional coordination.
• Make a visible impact by improving sales operations, data accuracy, and client readiness.

Details

Location: Austin, TX 78701

Work Arrangement: On‑site

Job Type: Contract

Pay

$25 to $30 per hour

Responsibilities

• Maintain and update Salesforce CRM records, pipelines, and sales reporting.
• Prepare dashboards, client lists, meeting materials, and sales presentations.
• Coordinate onboarding steps such as system access and training logistics.
• Organize meetings, webinars, and client communications.
• Handle administrative support, compliance documentation, and sales collateral.
• Partner with Sales, Marketing, Compliance, HR, and Product teams to support initiatives.
• Monitor client data, territory details, and account segmentation.

Required Qualifications

• Bachelor’s degree required.
• 0 to 3 years of experience in sales operations, client support, or financial services (internships count).
• Exposure to Salesforce or a similar CRM.
• Strong Microsoft Excel, PowerPoint, and Outlook skills.
• Interest in the financial industry.

Preferred Qualifications

• Prior exposure to financial services sales support, client onboarding, or CRM reporting.