Sales Administrator

Axos Bank; San Diego (CA); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins.

Paid Sick Leave, 3 weeks’ Vacation, &

HSA or FSA

401(k) Retirement Plan with Employer 

Employee Mortgage Loan Program

Job summary

Axos Bank is seeking a Sales Administrator to support Small Business Banking and Premier Banking teams, bridging front-line sales with back-office operations. You’ll assist onboarding, track pipeline activity, prepare documentation, and coordinate communication with clients and internal partners.

The role includes training, enablement initiatives, and a focus on improving sales processes. Eligible for a 10% discretionary cash bonus and a 10% RSU bonus target, with semi-annual awards.

Qualifications

• Bachelor’s degree or equivalent work experience in a related field.
• 2+ years in banking sales support, client service, or operations.
• Strong organizational skills with attention to detail and accuracy.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office Suite and CRM software.
• Ability to multitask and prioritize in a fast-paced environment.
• Knowledge of banking products, especially Business and Premier Banking.

Responsibilities

• Monitor and analyze team performance and pipeline activity for insights.
• Own and maintain sales reporting and dashboards for KPIs.
• Prepare summaries and provide leadership with trend visibility.
• Support onboarding and sales training for banking teams.
• Develop a structured sales training curriculum and materials.
• Coordinate new-hire training and coaching reinforcement.
• Maintain resources that support customer conversations and execution.
• Partner with leaders to address performance gaps using data.
• Support adoption of Salesforce, Prelim, and other tools.
• Maintain training schedules and completion records.
• Coordinate cross-functional product, operations, and risk training.
• Support Premier and Retention teams with sales and referrals.
• Assist with case queues and inbound customer servicing requests.
• Engage with internal and external partners to drive process improvements.

Skills

Organizational skills

Verbal communication

Written communication

Multitasking

Education

Bachelor’s degree in Business Administration, Finance, or related field

Tools

CRM software

Microsoft Office Suite

Job description

Axos Bank

Target Range:

$25.00/Hr. - $29.00/Hr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 10% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

Axos is seeking a Sales Administrator who will play a critical role in supporting both the Small Business Banking and Premier Banking teams, ensuring seamless operational execution, exceptional client experience, and effective sales execution. This role bridges front-line sales with back-office operations by assisting and coordinating client onboarding and servicing, tracking pipeline activity, preparing documentation, and facilitating communication between internal departments and clients. The Sales Administrator will also support sales enablement and training initiatives, including new-hire onboarding, ongoing sales development, product knowledge, sales processes, tools, and best-practice reinforcement. Working closely with Business Unit Leaders, Relationship Managers, Internal and External Partners, and Product Teams, this role will help identify training and performance opportunities and support broader business training and development needs as the organization evolves.

Responsibilities

• Monitor and analyze team performance, pipeline activity, conversion trends, lost opportunities, and abandoned applications to identify actionable insights, process improvements, and sales training opportunities.


• Own and maintain sales reporting and dashboards for Small Business Banking and Premier Banking, including pipeline activity, account openings, conversion rates, product penetration, sales goals, and other key business unit KPIs.


• Prepare daily, weekly, monthly, and quarterly sales and service activity summaries and provide leadership with visibility into trends, opportunities, and areas requiring additional reinforcement.


• Support onboarding and ongoing sales training and development for Small Business Banking and Premier Banking teams, with the ability to support broader business training needs as priorities evolve.


• Develop and maintain a structured sales training curriculum covering sales processes, product knowledge, lead and pipeline management, customer engagement, needs-based selling, referrals, relationship management, and sales best practices.


• Coordinate and facilitate new-hire sales training, ongoing skill development, refresher training, and coaching reinforcement to drive consistency and sales effectiveness.


• Develop and maintain training materials, playbooks, talking points, job aids, process guides, and other resources that support effective customer conversations and consistent execution.


• Partner with Sales Management and Business Unit Leaders to identify performance and knowledge gaps and develop targeted training based on sales results, pipeline activity, conversion trends, and other available data.


• Support training and adoption of Salesforce, Prelim, and other sales-enablement tools, including training related to new products, initiatives, campaigns, process changes, and technology implementations.


• Maintain training schedules, materials, and completion records and provide leadership with visibility into participation, adoption, and areas requiring additional reinforcement.


• Partner with Product, Operations, Risk, Compliance, and other subject matter experts to coordinate product, operational, servicing, systems, and other business training as needed.


• Support Premier and Retention teams with customer sales, service, referrals, pipeline closure, and customer communication.


• Assist with Salesforce, Prelim, and other case queues, including case assignment and monitoring cases through established service-level expectations.


• Actively engage with inbound customer servicing requests through telephone and online channels as needed.


• Partner with Sales Management on day-to-day process execution, adherence to policies, sales methodologies, KPIs, productivity metrics, lead management, and continuous improvement.


• Foster strong cross-functional partnerships with Sales, Account Management, Lending, Banking, Product, Operations, Risk, and Compliance teams.


• Provide departmental coordination and support for team inquiries, ad hoc requests, and special projects

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field preferred; equivalent work experience accepted


• 2+ years in a banking sales support, client service, or operations role, preferably in both retail and business banking environments


• Strong organizational skills with attention to detail and accuracy


• Excellent verbal and written communication abilities


• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software


• Ability to multitask and prioritize in a fast-paced environment


• Knowledge of banking products, preferably Business and Premier/Personal wealth banking


• Demonstrated ability to lead and coordinate cross-functional projects, managing timelines, resources, and stakeholder communications to deliver strategic outcomes in the Small Business and Premier Business units

Axos Employee Benefits May Include

• Medical, Dental, Vision, and Life Insurance


• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)


• HSA or FSA account and other voluntary benefits


• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan


• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol \"AX\" (NYSE: AX).

Pre-Employment Background Check and Drug Test

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity

Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)