Sales Operations Associate

About the role

The Sales Operations Associate will be responsible for ensuring the smooth operation of the sales process. They will work cross-functionally with sales, operations, and student success to keep the pipeline clean, paperwork in order, and Enrollment Managers focused on converting and supporting prospective students.

This is a high-visibility, high-ownership role for someone early in their career who is obsessive about accuracy, consistency, and timely follow-up. The role requires in-office attendance 5 days a week at our NYC office (Gramercy).

Responsibilities

• Deal Administration & Contracts
• Prepare, send, and track client contracts and associated enrollment paperwork through the full signature cycle
• Follow up promptly with clients and Enrollment Managers to ensure agreements are signed and returned before service delivery begins
• Keep and maintain organized records of signed contracts, amendments, and client documentation
• Pipeline & CRM Management
• Own day-to-day hygiene and accuracy of our CRM (HubSpot), ensuring contacts, deals, products and tickets are properly maintained
• Update records consistently and in real time so the team is always working from current information
• Manage and track the full student inquiry-to-enrollment pipeline, flagging bottlenecks and drop-off points to sales and leadership
• Data Hygiene & Integrity
• Audit CRM records on a recurring cadence: deduplicate contacts, enforce required fields, and clean up stale or malformed data
• Define and enforce data entry standards so reporting is trustworthy at every level of the funnel
• Build validation rules, required-field logic, and automated checks that prevent bad data from entering the system
• Reconcile CRM data against billing, contract, and enrollment systems to surface and fix discrepancies
• Maintain documentation of data definitions, field usage, and naming conventions for the broader team

Benefits

• Health, dental, and vision insurance, base plans 100% employer paid
• Flexible paid time off (PTO) and paid holidays
• 401(k) with company match

Qualifications

• 2+ years of experience in accounting, bookkeeping, sales operations, revenue operations, business operations, or a related analytical role
• Impeccable communication skills, written and verbal, both internally and externally
• Demonstrated obsession with clean data: You can describe a data hygiene project you ran end-to-end
• Hands-on experience or strong comfort with payment platforms such as Stripe and PaySimple
• Experience managing contracts or deal documentation (e-signature tools like DocuSign or PandaDoc a plus)
• Proficiency in CRM platforms (HubSpot preferred) and comfort with learning new tools quickly
• Strong Excel/Google Sheets skills; experience with BI tools (Looker, Tableau) is a plus
• Detail-oriented with a knack for spotting process inefficiencies
• Excellent organization and follow-through; you do not let tasks fall through the cracks and you build systems so they cannot
• Comfortable with collections conversations — professional, persistent, and empathetic in follow-ups
• Self-starter mentality; comfortable with ambiguity in a fast-paced startup environment
• Curious about new tools and tech (AI, CRM features) that can make your workflows better
• Genuine interest in education, admissions, or helping students achieve life-changing outcomes

Skills

• Accounting
• Bookkeeping
• Sales Operations
• Revenue Operations
• Business Operations
• CRM Platforms (HubSpot preferred)
• Payment Platforms (Stripe and PaySimple)
• Data Hygiene
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry
• Contracts
• Deal Documentation
• Payment Platforms (Stripe and PaySimple)
• Data Definitions
• Field Usage
• Naming Conventions
• Data Entry Standards
• Validation Rules
• Automated Checks
• CRM Features
• BI Tools (Looker, Tableau)
• Excel/Google Sheets
• Communication Skills
• Data Entry