Sales Operations Associate (West Coast)

Role responsibilities

The Sales Operations Associate will support the Business Development team by managing administrative duties, tracking metrics, and completing ad hoc projects. This includes client outreach strategies, sales data analysis, and enhancing client relationships to generate additional revenue.

Requirements

Candidates should have at least 3 years of experience in sales support and an analytical capacity. A bachelor's degree is preferred, along with proficiency in Salesforce and Excel.

Key skills

Sales Support, Client Service, Analytical Skills, Salesforce, NetSuite, Excel, Communication, Team Collaboration, Data Analysis, Lead Qualification, Project Management, Revenue Growth, M&A Knowledge, Sales Processes, Attention to Detail, Self-motivation

Keywords

Sales Operations, Business Development, M&A, Loan Agency, Salesforce, NetSuite, Data Analysis, Client Outreach, Revenue Growth, Administrative Support, Lead Qualification, Project Management, Excel, Communication Skills, Team Collaboration, Financial Services