Sr. Relationship Associate

axos; San Diego (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life Ins.

Paid time off (vacation, holidays)

HSA or FSA and voluntary benefits

401(k) with employer match & 529 plan

Employee mortgage loan program and Axo

Job summary

Axos Bank is seeking a Sr. Relationship Associate in San Diego to support sales enablement, performance management, forecasting, and business optimization across commercial deposit teams.

You will act as a bridge between clients and internal partners, ensuring service, compliance, and efficient operations within Salesforce and external vendors. The role emphasizes data-driven decision making, cross-functional collaboration, and advancing toward client-facing relationship management, with

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Data Analytics, or a related field.
• 2+ years of experience in an analyst or sales support role, preferably in a performance-driven environment.
• Proficiency in Salesforce, Excel, AI tools; experience with ZoomInfo a plus.
• Salesforce administrator experience required; ability to manage users, reports, dashboards, workflows, and basic automation
• Strong experience with AI tools and platforms (e.g., Excel Copilot, Tableau AI, Power BI, ChatGPT)
• Strong interpersonal communication skills with a client-first mindset
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment
• Clear ambition to move into a front-line sales or business development role over time
• Excellent critical thinking and problem-solving skills; ability to work independently and make strategic recommendations
• Persuasive communication and collaboration skills across technical and non-technical teams

Responsibilities

• Collaborate with Relationship Managers, Treasury Sales Officers, Operations, and Compliance to ensure a smooth transition and adherence to customer experience standards
• Lead Salesforce and ZoomInfo integration efforts to enhance lead generation and data accuracy
• Develop and distribute standardized monthly performance and forecast reports to leadership
• Administer Commercial Deposits user onboarding in Salesforce, reducing setup time and improving scalability
• Conduct due diligence and ensure compliance with AML, KYC, and internal policies
• Coordinate with internal teams to automate pipeline and deal reporting, maintaining 90%+ data accuracy
• Design and maintain dashboards, reports, and tools to track key performance indicators (KPIs), sales productivity, and pipeline health
• Analyze sales trends and business performance to identify actionable insights that drive revenue growth and operational efficiency
• Collaborate with leadership and sales teams to forecast performance and evaluate progress toward strategic objectives
• Support the development and maintenance of performance management frameworks, sales scorecards, and incentive models
• Utilize advanced Excel, AI tools, and business intelligence platforms to streamline reporting and enhance decision-making
• Serve as a Salesforce power user and administrator, managing workflows, reports, dashboards, and user support
• Proactively identify areas for improvement and recommend solutions-thinking beyond the data to influence business direction
• Work cross-functionally with Sales, Finance, Strategy, and Marketing to align insights and reporting with organizational goals
• Lead other strategic or cross-functional projects assigned by the SVP, Commercial Deposit Sales & Strategy
• Takes initiative to move the team forward

Skills

Analytical thinking

Client-first mindset

Strong communication

Problem solving

multitasking

Education

Bachelor's degree in Business Administration, Finance, Economics, Data Analytics, or related field

Tools

Salesforce

ZoomInfo

Excel

Excel Copilot

Tableau AI

Power BI

ChatGPT

Job description

Axos Bank

Target Range: $25.00/Hr. - $31.50/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

The Sr. Relationship Associate supports sales enablement, performance management, forecasting, and business optimization initiatives across commercial deposit teams. This role is well suited for an analytical, data-driven professional seeking to build a strong foundation in sales operations and administration while developing toward a future client-facing relationship management career path. Serving as a critical link between clients and internal partners, the position helps ensure exceptional service delivery, regulatory compliance, operational efficiency, and effective coordination across commercial deposit teams, Salesforce, and external vendors.

Responsibilities

• Collaborate with Relationship Managers, Treasury Sales Officers, Operations, and Compliance to ensure a smooth transition and adherence to customer experience standards
• Lead Salesforce and ZoomInfo integration efforts to enhance lead generation and data accuracy
• Develop and distribute standardized monthly performance and forecast reports to leadership
• Administer Commercial Deposits user onboarding in Salesforce, reducing setup time and improving scalability
• Conduct due diligence and ensure compliance with AML, KYC, and internal policies
• Coordinate with internal teams to automate pipeline and deal reporting, maintaining 90%+ data accuracy
• Design and maintain dashboards, reports, and tools to track key performance indicators (KPIs), sales productivity, and pipeline health
• Analyze sales trends and business performance to identify actionable insights that drive revenue growth and operational efficiency
• Collaborate with leadership and sales teams to forecast performance and evaluate progress toward strategic objectives
• Support the development and maintenance of performance management frameworks, sales scorecards, and incentive models
• Utilize advanced Excel, AI tools, and business intelligence platforms to streamline reporting and enhance decision-making
• Serve as a Salesforce power user and administrator, managing workflows, reports, dashboards, and user support
• Proactively identify areas for improvement and recommend solutions-thinking beyond the data to influence business direction
• Work cross-functionally with Sales, Finance, Strategy, and Marketing to align insights and reporting with organizational goals
• Lead other strategic or cross-functional projects assigned by the SVP, Commercial Deposit Sales & Strategy
• Takes initiative to move the team forward

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Data Analytics, or a related field
• 2+ years of experience in an analyst or sales support role, preferably in a performance-driven environment
• Proficiency in Salesforce, Excel, AI tools; experience with ZoomInfo a plus
• Salesforce administrator experience required; ability to manage users, reports, dashboards, workflows, and basic automation
• Strong experience with AI tools and platforms (e.g., Excel Copilot, Tableau AI, Power BI, ChatGPT)
• Strong interpersonal communication skills with a client-first mindset
• Detail-oriented with the ability to manage multiple priorities in a fast-paced environment
• Clear ambition to move into a front-line sales or business development role over time
• Excellent critical thinking and problem-solving skills; ability to work independently and make strategic recommendations
• Persuasive communication and collaboration skills across technical and non-technical teams

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).

Learn more about working at Axos

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