Associate, Sales Operations

Responsibilities

• Act as primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation.
• Ensure contract details align with approved pricing, terms, and internal policies.
• Partner with Legal, Finance, and Sales to resolve contract-related issues and exceptions.
• Support active opportunities by resolving data gaps, routing issues, and process blockers.
• Assist sales teams with opportunity updates, stage hygiene, and accuracy during live deal cycles.
• Provide on-demand reporting or data pulls to support pipeline reviews and leadership requests.
• Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates.
• Coordinate across Sales, Customer Success, Finance, and Operations to ensure post-sale changes are accurately reflected in Salesforce and downstream systems.
• Maintain documentation and auditability of all post-sale modifications.
• Perform regular and ad-hoc data hygiene reviews across accounts, contacts, opportunities, and contracts.
• Identify and remediate data quality issues including duplicates, missing fields, misaligned ownership, and outdated records.
• Support bulk data cleanup efforts using Salesforce tools and data loader as needed.
• Respond to ad-hoc requests from Sales Operations and Revenue Operations leadership.
• Assist with process documentation and continuous improvement of sales workflows.
• Support system access, user provisioning, and basic Salesforce configuration requests as needed.
• Assist with partnership intake, contracting logistics, and maintaining accurate Salesforce partner records.
• Review and clean partner data, update reporting/dashboards, and track key partnership KPIs.
• Contribute to process documentation and assist on deal desk contracting during peak periods.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role.
• Hands-on experience with Salesforce CRM.
• Strong attention to detail and comfort managing high-volume, transactional work.
• Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness.
• Strong communication and follow-up skills, especially when working cross-functionally.
• Proficiency in Excel / Google Sheets and basic reporting.
• Comfort working in a fast-paced, evolving environment.

Nice-to-Haves

• Experience supporting a deal desk or contracting workflow.
• Familiarity with post-sale change management processes.
• Salesforce Admin experience or certification.
• Prior experience supporting sales teams directly.
• Exposure to financial services, fintech, or private markets.
• Experience with data cleanup, enrichment, or CRM governance initiatives.

Compensation

• Expected base salary range: $60,000 - $75,000.
• Eligible to participate in the Company Bonus Pool.
• Eligible to receive new hire equity.
• Comprehensive health benefits, generous time off, 401(k) plan.