Sales Operations Associate Financial Services

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

Job summary

ProPivotal in Austin, TX is seeking a detail-oriented Sales Operations & Client Support Associate. You will support our intermediary sales team through CRM management, onboarding, and administrative coordination to ensure smooth sales processes and strong client relationships. Recent graduates are encouraged to apply.

The role requires 0–3 years of experience, a Bachelor's degree, and proficiency with Salesforce and Microsoft Office. On-site Austin work and pay range $25–$30 per hour.

Qualifications

• 0–3 years of experience in sales operations, client support, or financial services.
• Bachelor's degree required.
• Experience with Salesforce or similar CRM platforms.
• Proficiency in Microsoft Excel, PowerPoint, and Outlook.

Responsibilities

• Maintain and update Salesforce CRM records, pipelines, and sales reports.
• Prepare dashboards, client lists, meeting materials, and sales presentations.
• Coordinate onboarding processes including system access and training.
• Organize meetings, webinars, and client communications.
• Manage administrative tasks, compliance documentation, and sales collateral.
• Collaborate with Sales, Marketing, Compliance, HR, and Product teams to support initiatives.
• Monitor client data, territory information, and account segmentation.

Skills

Sales operations

Client support

CRM systems

MS Excel

MS PowerPoint

MS Outlook

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Outlook

Job description

Recent college grads are encouraged to apply. We are seeking a detail-oriented Sales Operations & Client Support Associate to support our intermediary sales team through CRM management, sales operations, onboarding, and administrative coordination. This role ensures seamless execution of sales processes, enabling the team to focus on building strong client relationships and driving business growth.

• On site work arrangement in Austin, TX
• Pay Range: $25/hour - $30/hour

Why This Job Is Awesome / Your Impact

• Opportunity to support a dynamic sales team in a collaborative environment
• Gain valuable experience working with CRM systems and cross-functional teams
• Contribute to the organizations growth and client engagement

Responsibilities

• Maintain and update Salesforce CRM records, pipelines, and sales reports
• Prepare dashboards, client lists, meeting materials, and sales presentations
• Coordinate onboarding processes including system access and training
• Organize meetings, webinars, and client communications
• Manage administrative tasks, compliance documentation, and sales collateral
• Collaborate with Sales, Marketing, Compliance, HR, and Product teams to support initiatives
• Monitor client data, territory information, and account segmentation

Required Skills & Experience

• 0 - 3 years of experience in sales operations, client support, or financial services including internships
• Must have a Bachelors Degree
• Experience with Salesforce or similar CRM platforms
• Proficiency in Microsoft Excel, PowerPoint, and Outlook

ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

Location/Region: Austin, Texas

3 DAYS AGO