Sales Operations Associate Financial Services

ProPivotal • Full-time • Austin, TX, US • 3d ago

Recent college grads are encouraged to apply. We are seeking a detail-oriented Sales Operations & Client Support Associate to support our intermediary sales team through CRM management, sales operations, onboarding, and administrative coordination. This role ensures seamless execution of sales processes, enabling the team to focus on building strong client relationships and driving business growth.

Work Details

On site work arrangement in Austin, TX
Pay Range: $25/hour - $30/hour
Why This Job Is Awesome / Your Impact
- Opportunity to support a dynamic sales team in a collaborative environment
- Gain valuable experience working with CRM systems and cross-functional teams
- Contribute to the organizations growth and client engagement
  Responsibilities
  - Maintain and update Salesforce CRM records, pipelines, and sales reports
  - Prepare dashboards, client lists, meeting materials, and sales presentations
  - Coordinate onboarding processes including system access and training
  - Organize meetings, webinars, and client communications
  - Manage administrative tasks, compliance documentation, and sales collateral
  - Collaborate with Sales, Marketing, Compliance, HR, and Product teams to support initiatives
  - Monitor client data, territory information, and account segmentation
    Required Skills & Experience
    - 0 - 3 years of experience in sales operations, client support, or financial services including internships
    - Must have a Bachelors Degree
    - Experience with Salesforce or similar CRM platforms
    - Proficiency in Microsoft Excel, PowerPoint, and Outlook
      _{There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All ProPivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.}_{ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.}