The Sales Operations Specialist plays a key internal support role within the captive finance division, partnering closely with sales, finance, and operations teams. This role is responsible for supporting lease and finance transactions from quote to funding, maintaining CRM and ERP systems, assisting with accounting and invoicing activities, and providing responsive customer service. The ideal candidate will bring strong analytical skills, attention to detail, and prior experience in a leasing, banking, or financial services environment.
Key Responsibilities
- Prepare and compile lease and finance quotes and term sheets to support new and existing business
- Enter and maintain accurate opportunity, customer, and deal data within the CRM system
- Manage and track sales leads, ensuring timely follow-up and proper documentation
- Post cash receipts, perform journal entries, and support general accounting activities
- Run invoices and process transactions within lease/finance management or ERP systems
- Provide inbound customer support, responding to inquiries related to billing, documentation, and account status
- Coordinate with insurance providers to obtain plates and required documentation
- Support sales and finance teams with reporting, reconciliation, and administrative tasks
- Ensure data accuracy and compliance throughout the lease and sales lifecycle
- Assist with continuous improvement of sales and finance processes
- Perform other related duties as assigned
Education & Experience
- Bachelor’s Degree in Finance, Accounting, Business, or a related field required
- Minimum 1 year experience ideally in a leasing, banking, equipment finance, or financial services environment preferred
- Experience working in a sales operations, finance operations, or accounting support role is an asset
- Experience with CRM systems and ERP/finance systems preferred
- Strong Microsoft Excel skills, including pivot tables, VLOOKUP/XLOOKUP, and data analysis
- Excellent verbal and written communication skills
- Strong organizational skills with high attention to detail
- Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment
- Customer‑focused mindset with a collaborative, team‑oriented approach
What's in it for you
- Competitive compensation with an opportunity to earn an annual performance-based bonus
- Paid vacation and holidays to support work–life balance
- Comprehensive benefits package, including health and dental coverage, along with RRSP matching
- Hybrid work environment, offering flexibility between remote and in-office work
- Professional development opportunities, including tuition reimbursement, to support your continued growth and career advancement
