Sales Operations Coordinator

About the role

At FSP, our work is guided by five core values: Caring, Integrity, Passion, Drive, and Resilience. As our Sales Operations Coordinator, you'll help turn those values into everyday results. You'll be the organized, dependable hub that connects our field agents, internal departments, and the credit union partners we serve.

Responsibilities

• Building and sharing schedules so field agents are at the right place at the right time
• Keeping credit union contacts informed about attendance, schedule changes, and time off
• Connecting teams across Compliance, Quality Assurance, Business Development, IT, Marketing, and more
• Keeping our CRM accurate and up to date
• Managing inventory and promotional items for credit union branches
• Helping plan Member Appreciation events and joining branch huddles
• Leading special projects and finding smarter ways to work

Requirements

• 5+ years in sales operations, customer service, or administrative support
• Comfortable with CRM systems and confident in Excel
• Communicate clearly and professionally, and enjoy building relationships
• Stay calm and organized when priorities shift
• Can be trusted with confidential information

Qualifications

• Associate's or Bachelor's degree
• Experience in financial services or supporting a sales team