Sales Operations Executive (Sydney)

Elect Capital; Sydney; Hybrid; AUD 65,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Superannuation

Job summary

Elect Capital in Sydney is seeking a Sales Operations Executive to own CRM administration, pipeline reporting and data quality within the Partnerships team. You’ll work closely with the Country Manager and sales staff to ensure dashboards are accurate and actionable.

You will manage data quality, prepare management-ready outputs, and support brokers and sales staff. The role blends office work with Mondays-from-home flexibility and offers growth as we scale.

Qualifications

• 2+ years in sales operations, sales support or pipeline analysis, ideally in SME or broker-channel lending.
• Hands-on CRM administration, including set-up of fields, picklists, stages, automations and dashboards.
• Advanced Excel or Google Sheets, and comfortable building management-ready slides and tables.
• Accuracy with numbers and a quick eye for data gaps.
• Clear, confident communication with brokers, sales staff and senior management.

Responsibilities

• CRM administration: set up and maintain fields, picklists, deal stages, automations and dashboards so the CRM reflects how Partnerships actually works
• Pipeline reporting: build and run regular pipeline, volume and broker performance reports for the Partnerships team and senior management
• Data quality: spot gaps and errors early, chase fixes, and keep the numbers accurate and trusted
• Management-ready outputs: turn data into clear tables and slides that leadership can act on
• Broker and sales support: be a confident point of contact for brokers and sales staff on submissions, status and process questions
• Process and documentation: map processes and write SOPs so the team works consistently as we grow
• Systems and workflow: work with Credit, Operations and Tech on how deals move through our lending systems and tools

Skills

CRM administration

Advanced Excel

Data analysis

Communication

Pipeline reporting

Education

Business/Commerce/Finance degree

Tools

Grafana

Atlas

Power BI

Looker

LMS

Equifax

Illion

Experian

Job description

Sales Operations Executive (Sydney)

Sydney | Office-based, Mondays from home | Reporting to: Country Manager

About Elect Capital

Elect Capital is changing how SMEs access funding. We provide fast, flexible working capital loans, business loans, and merchant cash advances - no red tape, no slow decisions. Live across the UK, Australia, Canada, and the US, and scaling fast, we give SMEs the speed and flexibility traditional lenders can't.

Our Mission

We exist to give SMEs the capital and confidence to grow - fast, fair, and friction-free. Every ambitious business deserves a real shot at growth, not months of paperwork. We've built lending for speed, without cutting corners on fairness. When SMEs win, we win.

The Role

Our Sydney Partnerships team works with brokers and aggregators to bring in quality business lending deals, and this role keeps that engine running: clean data, a well-run CRM, trusted pipeline numbers and smooth support for brokers and sales staff. You'll be the go-to person for how Partnerships tracks and reports its business, working closely with the Country Manager and the wider team, and helping shape how we scale.

Key Responsibilities

• CRM administration: set up and maintain fields, picklists, deal stages, automations and dashboards so the CRM reflects how Partnerships actually works
• Pipeline reporting: build and run regular pipeline, volume and broker performance reports for the Partnerships team and senior management
• Data quality: spot gaps and errors early, chase fixes, and keep the numbers accurate and trusted
• Management-ready outputs: turn data into clear tables and slides that leadership can act on
• Broker and sales support: be a confident point of contact for brokers and sales staff on submissions, status and process questions
• Process and documentation: map processes and write SOPs so the team works consistently as we grow
• Systems and workflow: work with Credit, Operations and Tech on how deals move through our lending systems and tools

What We're Looking For

• 2+ years in sales operations, sales support or pipeline analysis, ideally in SME or broker-channel lending
• Hands-on CRM administration, including set-up of fields, picklists, stages, automations and dashboards
• Advanced Excel or Google Sheets, and comfortable building management-ready slides and tables
• Accuracy with numbers and a quick eye for data gaps
• Clear, confident communication with brokers, sales staff and senior management

Bonus

• Knowledge of the Australian broker channel, including brokers, aggregators and unsecured business lending
• Experience with BI tools such as Grafana, Atlas, Power BI, Looker or similar
• Exposure to a loan management system (LMS), credit bureau data (Equifax, illion, Experian) and workflow automation
• Experience writing SOPs and process maps
• A degree in Business, Commerce or Finance, or equivalent experience

Our Offer

• Salary range: AUD 65,000 - 70,000 + variable pay aligned to the company pay review
• Health insurance with Allianz (Gold, single cover)
• Life insurance with Allianz (Group Life Plan 3)
• Superannuation

Think you're a fit? Let's talk.