Sales Administrator (Banking)

Location: HQ - San Diego, California, United States; onsite

Salary: $25.00–$29.00 per hour. Eligible for annual discretionary cash bonus and restricted stock unit bonus targets of 10% each.

Company

hirify.global provides technology-driven financial tools and services for individuals, small businesses, and companies.

What you will do

• Monitor team performance, pipeline activity, conversion trends, lost opportunities, abandoned applications, and business-unit KPIs.
• Own sales reporting and dashboards and prepare daily, weekly, monthly, and quarterly activity summaries for leadership.
• Support onboarding, ongoing sales development, refresher training, coaching reinforcement, and broader business training initiatives.
• Develop sales training curricula, playbooks, process guides, job aids, and customer-conversation materials.
• Support training and adoption of Salesforce, Prelim, and other sales-enablement tools, including new products, campaigns, process changes, and technology implementations.
• Coordinate customer servicing, referrals, pipeline closure, case queues, cross-functional projects, and collaboration with Sales, Banking, Lending, Product, Operations, Risk, and Compliance teams.

Requirements

• Bachelor’s degree in Business Administration, Finance, or a related field preferred; equivalent work experience accepted.
• 2+ years of experience in banking sales support, client service, or operations, preferably across retail and business banking.
• Strong organizational skills with attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint, and CRM software.
• Ability to multitask and prioritize in a fast-paced environment.
• Knowledge of banking products, preferably Business and Premier/Personal wealth banking.
• Ability to lead and coordinate cross-functional projects, managing timelines, resources, and stakeholder communications in the Small Business and Premier Business units.
• Successful completion of credit, criminal background, and pre-employment drug screening, including marijuana screening, is required.

Culture & Benefits

• Full-time onsite position supporting a diverse, technology-driven banking organization.
• Medical, dental, vision, and life insurance may be available.
• Paid sick leave, three weeks of vacation, and approximately 11 holidays.
• HSA or FSA options, voluntary benefits, and a 401(k) retirement savings plan with employer match.
• Employee mortgage loan program, 529 savings plan, and free access to an hirify.global account with self-directed trading.
• Axos participates in E-Verify and requires employment eligibility verification in its U.S. facilities.