Sales Operations Specialist

About the role

The organization operates within the financial services sector, focusing on providing small business financing solutions. It addresses challenges related to financing accessibility and operational efficiency in sales processes supporting these services. The company emphasizes compliance and accuracy in its sales operations to ensure reliable and effective support for its sales teams and customers.

The Sales Operations Generalist plays a key role in enhancing the efficiency and effectiveness of sales operations. This position is responsible for maintaining standardized processes, ensuring data accuracy, and supporting sales teams by improving workflows and compliance. The role contributes to the organization by optimizing sales operations to support overall business performance.

Responsibilities

• Create and maintain Standard Operating Procedures (SOPs) for sales workflows.
• Develop and update policy documentation for consistent sales guidelines.
• Review and recommend improvements to existing sales processes.
• Perform data entry and cleansing in Salesforce to maintain data integrity.
• Assist in preparing sales operation documentation and training materials.
• Execute daily sales operations tasks to ensure departmental consistency.
• Monitor adherence to sales policies and report on compliance.
• Identify operational gaps and support process improvement initiatives.
• Ensure timely completion of operational tasks, approvals, and documentation.
• Support Salesforce maintenance including issue investigation and user access.
• Track and compile data for operational reporting.
• Collaborate with cross-functional teams to enhance workflows and efficiency.

Requirements

• Minimum of 2 years experience in sales operations, administration, or related support.
• Strong organizational skills with attention to detail.
• Ability to follow procedures and perform repetitive tasks accurately.
• Proficient in Salesforce for data entry and navigation.
• Experience using Jira for task tracking and workflow management.
• Effective communication skills for team support and reporting.
• Ability to multitask and prioritize in a fast-paced environment.
• Solutions-oriented mindset with eagerness to learn and support team objectives.

Pay

Competitive base salary range of $64,100 to $102,900, dependent on location, skills, and experience. Annual incentive compensation eligibility up to 10%.

Benefits

• Comprehensive medical, dental, and employer-paid vision insurance plans.
• Flexible Spending Account for qualified medical and dependent care expenses.
• Lifestyle Spending Account for physical, mental, and financial well-being expenses.
• Company-paid short-term and long-term disability insurance.
• Voluntary supplemental life and disability insurance options.
• Paid maternity and parental leave beyond state mandates.
• Commuter benefits including pre-tax parking and travel expense options.
• Access to LifeBalance program with discounts on lifestyle activities and services.
• Tuition reimbursement up to $5,000 annually.