About Us
CapFront is a rapidly growing financial services firm redefining how small businesses access capital. Founded in 2017, we’ve built a professional, fast-moving, and ethical funding marketplace that helps businesses secure financing quicker and easier than traditional lenders.
Our growth has been exceptional — increasing revenue by over 820% from 2020 to 2023 — earning recognition on the Inc. 5000 list as one of America’s fastest-growing private companies (#541 overall and #45 in Financial Services).
With offices in Midtown Manhattan and Melville, Long Island, we offer modern, collaborative work environments where ambitious professionals can learn quickly, contribute meaningfully, and grow alongside a high-performing team.
At CapFront, technology, analytics, and operational excellence drive everything we do. As demand for our platform continues to scale, we're looking for a Sales Operations Analyst to help power the engine behind our sales organization.
This role is ideal for someone early in their career who is analytical, highly organized, naturally curious, and excited to learn how a real revenue organization operates from the inside out.
What You'll Do
As a Sales Operations Analyst, you’ll sit at the intersection of sales, technology, analytics, and operations. You’ll help optimize the systems and processes that keep our sales floor running efficiently while giving leadership visibility into performance and growth.
Responsibilities include:
- Own day-to-day Salesforce administration and support, including pipeline management, reports, dashboards, workflows, automations, and data hygiene
- Build and maintain reporting that powers our sales organization, including:
- Pipeline coverage
- Conversion rates
- Rep activity metrics
- Funded volume tracking
- Time-to-fund reporting
- Commission calculations
- Analyze operational and sales data to identify trends, inefficiencies, and opportunities for improvement
- Help streamline and document pre-submission and lender-submission workflows to improve speed and execution
- Track lender partner KPIs including approval rates, decline reasons, response times, and average offer quality
- Assist with onboarding and operationalizing new lender relationships as our marketplace expands
- Collaborate cross-functionally with Account Executives, underwriting, operations, and leadership teams
- Leverage a modern fintech tech stack including Salesforce, Dialpad, Pardot, DocuSign, Heron Data, and Plaid
Who We're Looking For
We’re looking for someone who thrives in a fast-paced environment and enjoys solving operational problems with both logic and urgency.
You’ll fit right in if you are:
- Highly organized and detail-oriented
- Analytical and naturally curious
- Comfortable working with data and spreadsheets
- Process-minded and always looking for ways to improve efficiency
- A strong communicator and collaborative teammate
- Coachable, adaptable, and eager to grow professionally
- Excited to learn the mechanics behind a high-performing sales organization
Qualifications
- 0–2 years of experience in sales operations, business operations, analytics, finance, or a related role (internships count)
- Strong Excel or Google Sheets skills including Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, and general data cleanup
- Hands-on Salesforce experience preferred (Trailhead coursework or certifications in progress are a plus)
- Interest in fintech, financial services, sales operations, or revenue operations
- Strong written and verbal communication skills
- Bachelor’s Degree required
Bonus Points For:
- Salesforce Reports & Dashboards experience
- Salesforce Flow knowledge
- Salesforce Admin certification (or in progress)
- Experience working with CRM systems or operational reporting
What CapFront Offers
- Competitive base salary + quarterly performance bonuses tied to funded volume
- Medical, dental, and vision insurance
- 401(k) with employer match
- Commuter expense benefits
- Generous paid time off
- Full paid training and hands-on Salesforce ramp-up
- Career growth opportunities within a rapidly scaling fintech company
- A high-energy office culture with ambitious, supportive, and collaborative teammates
Compensation
Starting Base Salary: $60,000 – $80,000
(Compensation dependent on experience)
Featured Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Company-paid life insurance coverage up to $10,000 with optional supplemental coverage available
