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
Previous experience 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
Required Skills & Qualifications
Experience with CRM systems (Salesforce preferred) and ERP/finance systems
Strong Microsoft Excel skills, including pivot tables, VLOOKUP/XLOOKUP, and data analysis
Solid understanding of financial transactions, accounting processes, and lease structures
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
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
This job posting is for a current vacancy with our client.
Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.
Questions? Call your local office at 1.888.490.4154. All applicants applying for Canadian job openings must be authorized to work in Canada.
Only job postings for jobs located in Quebec appear in French.
© 2025 Robert Half. By clicking “Apply,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice .
