Role Overview
Ionia pay is a rapid-growth startup with products already in market. Our company offers opportunity to grow within the organization based on job performance and appropriate skill set.
The Sales Operations Specialist is responsible for ensuring all sales-related activities, paperwork, and partner requirements are progressing efficiently across the pipeline. This role acts as the central coordinator across Business Development, resellers, referral partners, and internal teams, ensuring nothing stalls and all required actions are completed on time.
The Sales Operations Specialist serves as the operational integrator, maintaining visibility across all activity, driving follow-up, and ensuring execution consistency so Business Development can focus on growing accounts and generating new opportunities.
Core Responsibilities
Pipeline Coordination & Follow-Up
• Monitor pipeline activity and ensure all new agent, or referral with merchant opportunities are progressing through required stages.
• Follow up with Business Development to ensure next steps, documentation, and actions are completed.
• Identify stalled activity or missing items and proactively drive resolution.
• Maintain visibility into pipeline status and ensure accurate tracking in CRM.
Partner & Reseller Coordination
• Follow up with resellers and referral partners to ensure completion of required paperwork and onboarding items.
• Track outstanding requirements and maintain accountability across external partners.
• Ensure partners have completed all necessary steps to move forward in the process.
• Support ongoing communication to keep partners engaged and progressing.
CRM & Data Management
• Maintain accurate and up-to-date CRM records across leads, contacts, and pipeline activity.
• Ensure all required fields, notes, and updates are properly captured.
• Perform regular data hygiene checks to maintain accuracy and consistency.
Training & Enablement Coordination
• Coordinate onboarding and training sessions for resellers, referral partners, and internal sales team members.
• Maintain training materials, documentation, and onboarding resources.
• Ensure all stakeholders are aligned on current product offerings and updates.
Reporting & Administrative Support
• Generate and distribute pipeline reports, activity summaries, and status updates.
• Track progress against key milestones and flag risks or delays.
• Coordinate internal meetings, reviews, and alignment sessions.
Cross-Functional Integration
• Serve as the central point of coordination across Sales, Marketing, Operations, Compliance, and Finance.
• Ensure all teams are aligned on requirements, timelines, and outstanding items.
• Support operational consistency across onboarding, documentation, and partner requirements.
Process & Operational Support
• Identify gaps or inefficiencies in workflow, communication, or execution.
• Contribute to development of SOPs, checklists, and tracking systems.
• Support improvements in CRM usage, reporting, and operational processes.
You’ll Thrive Here If You Have
• 1–3 years of experience in sales support, coordination, operations, or administrative roles, preferably in fintech, SaaS, or payments.
• Experience working with CRM systems such as Salesforce or HubSpot.
• Strong organizational skills and attention to detail.
• Ability to manage multiple workflows and follow-ups simultaneously.
• Strong communication skills with both internal teams and external partners.
• Ability to drive accountability without direct authority.
Preferred Qualifications
• Experience working with reseller, referral, or partner-based sales models.
• Familiarity with onboarding workflows and documentation tracking.
• Experience supporting cross-functional teams in a fast-paced environment.
Location & Work Style
Ideally based in Arizona. Hybrid eligible (on-site collaboration days).
Compensation & Benefits
Base Salary: $55,000 – $70,000
Bonus: performance-based
Benefits: discounted medical/dental/vision, stock options, 401(k) match, flexible vacation, and standard holidays
