Sales Operations Coordinator

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 seeking a highly organized, detail-oriented Sales Operations Coordinator to support daily operations, sales tracking, and internal coordination. This role is ideal for someone who thrives in a fast-paced financial services environment and enjoys working closely with sales teams, data, and leadership.

Key Responsibilities:

• Prepare and distribute daily and weekly sales reports
• Monitor and follow up on submissions within the sales pipeline
• Generate daily and weekly performance reports for sales representatives
• Post and repurpose company content on LinkedIn
• Extract and organize data from CRM systems for outreach campaigns
• Track and analyze campaign response metrics
• Manage day-to-day reminders and task coordination
• Prepare and set up materials for daily morning meetings
• Assist in organizing and supporting monthly internal team meetings and presentations
• Optimize calendars and scheduling for efficiency and productivity
• Review pipeline activity to identify cross-sell and alternative product opportunities

Qualifications:

• Strong organizational and multitasking skills
• Excellent attention to detail and analytical abilities
• Proficiency with CRM systems and Microsoft Office (especially Excel and PowerPoint)
• Familiarity with LinkedIn and basic content management
• Strong communication and follow-up skills
• Ability to work independently and in a team-oriented environment

Preferred Qualifications:

• Experience in sales support roles
• Basic understanding of sales pipelines and performance tracking

What We Offer:

• Opportunity to work in a dynamic financial services environment
• Growth potential within the company
• Collaborative and performance-driven team culture