Sales Operations Associate - Remote

Overview

Beyond Finance is dedicated to helping everyday Americans escape debt and achieve a brighter financial future through individualized care and ethical practices.

In Short

• Join a mission-driven organization focused on financial wellness.
• Support sales agents to meet performance expectations.
• Provide assistance with customer inquiries.
• Interpret sales metrics and contribute to team success.
• Ensure smooth operations within the sales team.

Requirements

• 1-2 years of experience in a sales support role.
• Familiarity with CRM systems, preferably Salesforce.
• Basic skills in Excel or Google Sheets.
• Experience in team support and collaboration.
• Strong understanding of sales principles and customer service.
• Excellent communication and analytical skills.
• Ability to multitask and propose solutions.

Benefits

• Employer contributions for health, dental, and vision programs.
• Generous PTO and paid holidays.
• 401(k) matching program.
• Opportunities for career advancement.
• Training and development programs.