Sales Ops & CRM Associate - Entry Level (Austin)

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

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.