4 дня назад
Sales Operations Generalist (Fintech)
64 100 - 102 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Operations Generalist (Fintech): Supporting and optimizing sales processes, Salesforce data, documentation, and operational reporting with an accent on process compliance, workflow standardization, and data integrity. Focus on creating SOPs, improving sales workflows, maintaining Salesforce records, and monitoring adherence across cross-functional operations.
Location: Remote within the US Eastern Time zone; candidates must reside in a state where or one of its subsidiaries has an established physical presence.
Salary: $64,100–$102,900 annually, plus eligibility for up to 10% annual incentive compensation.
Company
provides tailored financing solutions to small businesses through direct lending and a marketplace of lending partners.
What you will do
- Create and maintain standard operating procedures, policies, training materials, and sales operations documentation.
- Review sales workflows and recommend improvements that increase efficiency and consistency.
- Perform Salesforce data entry, cleanup, record updates, issue investigation, and basic user-access support.
- Monitor process adherence, compile operational and compliance data, and support reporting.
- Complete day-to-day sales operations tasks, approvals, and documentation accurately and on time.
- Collaborate with the Sales Enablement Director, Sales Operations colleagues, and cross-functional departments on workflow improvement projects.
Requirements
- 2+ years of experience in sales operations, administration, or a related support role.
- Proficiency with Salesforce, including basic data entry and navigation.
- Experience using Jira to track tasks and follow workflows.
- Strong organization, attention to detail, communication, multitasking, and prioritization skills.
- Ability to follow established procedures, perform repetitive tasks accurately, and identify process gaps.
- Must be able to work remotely from an eligible US state during Eastern Time hours.
Culture & Benefits
- Fast-paced environment focused on self-direction, integrity, transparency, fairness, and ethical financing.
- Medical, dental, vision, disability, life, and supplemental insurance options.
- Paid maternity and parental leave, paid time off, and sick time.
- 401(k) plan with a 25% company match on contributions, up to 6% of annual salary.
- Tuition reimbursement of up to $5,000 annually, plus conference and career development opportunities.
- Commuter, lifestyle, travel reimbursement, wellness, and discount programs.
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