Sales Operations Associate

Posted about 4 hours agoViewed
United StatesFull-TimeFinancial Services
Company:First Help Financial
Location:United States, EST
Languages:English
Seniority level:Entry, 1+ year
Experience:1+ year
Skills:
SalesforceProject CoordinationAdministrative ManagementMicrosoft ExcelCustomer serviceMicrosoft OfficeAccountingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentationComplianceCRM
Requirements:
High school diploma or GED equivalent required At least 1 year’s experience related accounting or administration Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word) Excellent written and verbal communication skills Strong interpersonal and teamwork skills High level of independence; detail-conscious and task-oriented mindset Ability to meet deadlines and handle time-sensitive demands Strong organizational traits Ability to work on multiple projects simultaneously Ability to work both independently and with others Initiative, sense of urgency and a passion for creative work
Responsibilities:
Review, process, sign, and manage Dealer Agreements Maintain accurate records of dealer agreements and statuses in Salesforce Create and manage parent and child dealership accounts Update Salesforce with agreement details Add new hires to key platforms Organize access to sales reference materials Update and release territory map Create and manage Decision Logic accounts Ensure new dealers are added to inclusion and seller group assignments Update Lender Contact Information Create, review, and release collateral materials Design and implement training solutions Develop training materials Draft and maintain internal documents Regularly update and distribute critical sales documents Oversee portals, including CUDL, Dealer Track, RouteOne, and Winbrook Conduct regular audits to maintain compliance Address discrepancies promptly Identify opportunities to enhance workflows Implement best practices to improve operational efficiency
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