Associate, Sales Operations (Fintech)

TL;DR

Associate, Sales Operations (Fintech): Supporting the commercial engine across the full sales lifecycle from contract execution to data integrity with an accent on contracting desk execution and CRM hygiene. Focus on resolving process blockers, managing post-sale amendments, and ensuring high-quality data in Salesforce.

Location: Hybrid in New York, NY or King of Prussia, PA

Salary: $60,000 - $75,000 base

Company

A financial technology company powering the new savings economy across retirement, education, and healthcare.

What you will do

• Manage contract generation, review coordination, redlines, and execution tracking.
• Resolve data gaps and process blockers to support active sales opportunities.
• Handle post-sale changes, including amendments, pricing updates, and account structure modifications.
• Maintain CRM data hygiene via regular reviews and bulk cleanup in Salesforce.
• Collaborate with Legal, Finance, and Revenue Operations to unblock deals.
• Support partner intake and maintain accurate Salesforce partner records.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 2–3 years of experience in Sales Operations, Revenue Operations, or Deal Desk.
• Hands-on experience with Salesforce CRM.
• Proficiency in Excel / Google Sheets and basic reporting.
• Strong attention to detail and ability to manage high-volume transactional work.
• Must be based in or able to work from the New York or King of Prussia offices (Hybrid).

Nice to have

• Salesforce Admin certification or experience.
• Experience in fintech, financial services, or private markets.
• Prior experience supporting deal desk or contracting workflows.

Culture & Benefits

• Comprehensive health benefits and generous time off.
• Dedicated Employee Wellbeing Committee.
• Hybrid work model providing flexibility and collaborative office access.
• Competitive 401(k) plan.
• Eligibility for Company Bonus Pool and new hire equity.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment focusing on relevant professional history.
• Virtual or in-person interview panel followed by reference checks.