Sales Operations Associate Financial Services
ProPivotal · Austin, TX · 1 mo ago
On-siteFinance$25–$30/hrFull-time
Recent college graduates are encouraged to apply. The Sales Operations & Client Support Associate will support the intermediary sales team through CRM management, sales operations, onboarding, and administrative coordination, ensuring seamless execution of sales processes.
Responsibilities
- Maintain and update Salesforce CRM records, pipelines, and sales reports.
- Prepare dashboards, client lists, meeting materials, and sales presentations.
- Coordinate onboarding processes including system access and training.
- Organize meetings, webinars, and client communications.
- Manage administrative tasks, compliance documentation, and sales collateral.
- Collaborate with Sales, Marketing, Compliance, HR, and Product teams to support initiatives.
- Monitor client data, territory information, and account segmentation.
Required Skills & Experience
- 0–3 years of experience in sales operations, client support, or financial services (including internships).
- Bachelor’s degree.
- Experience with Salesforce or similar CRM platforms.
- Proficiency in Microsoft Excel, PowerPoint, and Outlook.
Pay
$25/hour – $30/hour
Location
On‑site work arrangement in Austin, TX.