Financial Sales Ops Associate – Salesforce & On-site

Propivotal; Austin (TX); On-site; USD 34,000 - 41,000; Part time

Job summary

ProPivotal in Austin, TX is seeking an entry-level Financial Sales Support to assist an intermediary sales team by keeping CRM data clean, coordinating onboarding, and ensuring day-to-day sales processes run smoothly for client growth.

The role is on-site, contract-based, and ideal for a recent graduate with an interest in the financial industry. Experience with Salesforce is preferred and Excel/PowerPoint skills are required.

Qualifications

• 0–3 years of experience in sales operations, client support, or financial services (internships count).
• Experience with Salesforce or a similar CRM.
• Strong Excel, PowerPoint and Outlook skills.
• Interest in the financial industry.

Responsibilities

• Maintain and update Salesforce CRM records, pipelines, and sales reporting.
• Prepare dashboards, client lists, meeting materials, and sales presentations.
• Coordinate onboarding steps such as system access and training logistics.
• Organize meetings, webinars, and client communications.
• Handle administrative support, compliance documentation, and sales collateral.
• Partner with Sales, Marketing, Compliance, HR, and Product teams to support initiatives.
• Monitor client data, territory details, and account segmentation.

Skills

CRM exposure

Excel

PowerPoint

Outlook

Education

Bachelor's degree

Tools

Salesforce

CRM reporting

Job description

ProPivotal in Austin, TX is seeking an entry-level Financial Sales Support to assist an intermediary sales team by keeping CRM data clean, coordinating onboarding, and ensuring day-to-day sales processes run smoothly for client growth.

The role is on-site, contract-based, and ideal for a recent graduate with an interest in the financial industry. Experience with Salesforce is preferred and Excel/PowerPoint skills are required.