Sales Operations & Analytics Coordinator in Finance

Premium Merchant Funding; New York (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Opportunity for growth within the company

Collaborative team culture

Job summary

Premium Merchant Funding is looking for a Sales Operations Coordinator in New York, NY. This role involves supporting daily operations, sales tracking, and coordination with sales teams. Responsibilities include preparing sales reports, managing CRM data, and optimizing scheduling for efficiency. Candidates should have strong organizational and analytical skills, proficiency in Microsoft Office and CRM systems, and a collaborative mindset. This position offers growth potential within a dynamic financial services environment.

Qualifications

• Strong organizational and multitasking skills are essential.
• Excellent attention to detail required.
• Proficiency with Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Prepare and distribute daily and weekly sales reports.
• Monitor and follow up on submissions within the sales pipeline.
• Generate performance reports for sales representatives.

Skills

Organizational skills

Analytical abilities

Communication skills

Proficiency with CRM systems

Multitasking skills

Tools

Microsoft Office

CRM systems

LinkedIn

Job description

Premium Merchant Funding is looking for a Sales Operations Coordinator in New York, NY. This role involves supporting daily operations, sales tracking, and coordination with sales teams. Responsibilities include preparing sales reports, managing CRM data, and optimizing scheduling for efficiency. Candidates should have strong organizational and analytical skills, proficiency in Microsoft Office and CRM systems, and a collaborative mindset. This position offers growth potential within a dynamic financial services environment.