Project Operations Analyst II – Sales Support - Remote

Overview

The Project Operations Analyst II – Sales Support plays a key role in supporting the administrative, operational, and sales-related components of Benetrends Financial financing process. This position requires a highly organized, detail-oriented, and adaptable professional with strong communication skills and self-discipline.

In Short

• Support the sales team and assist in client-facing activities.
• Review and analyze client-submitted financial documentation.
• Manage client projects from intake through lender readiness.
• Conduct initial client outreach and follow-up communications.
• Maintain client contact information in Hub Spot and manage financing deals.
• Serve as a primary point of contact for clients.
• Prepare correspondence, reports, and presentations.
• Support contract-related activities and sales opportunities.
• Adhere to quality control procedures and confidentiality standards.
• Collaborate with team members to resolve client issues.

Requirements

• 5 years’ experience in sales, business development, or client-facing roles.
• Strong communication and relationship-building skills.
• Proficiency in Microsoft Office.
• Working knowledge of financial documents.
• High school diploma required; some college coursework preferred.
• Attention to detail and strong analytical skills.
• Ability to manage deadlines and complex financial data.
• Customer-focused and service-driven approach.
• Sound judgment and commitment to confidentiality.
• Familiarity with franchise industry practices preferred.

Benefits

• Competitive compensation.
• Medical, dental, and vision coverage.
• Generous PTO and paid holidays.
• Fully remote work environment.
• Professional development opportunities.
• A collaborative and supportive team.