Strategic Sales & Financial Operations Specialist

Intelliswift; Englewood (NJ); Hybrid; USD 41,000 - 45,000; Full time

Job summary

Intelliswift is looking for a Sales and Financial Operations Specialist to support our sales, finance, and admin functions onsite in Englewood, NJ. The role combines data analysis, account management, and office administration to keep workflows smooth and compliant.

You will develop sales materials, analyze performance metrics, manage financial records, assist in budgeting, prepare reports, and coordinate with the sales team to ensure accurate order processing.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field.
• 2-3 years of experience in sales, financial operations, or administrative roles.
• Strong analytical skills with the ability to interpret data and make informed decisions.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Sales Operations: Develop and document sales strategies to support revenue targets.
• Monitor and analyze sales performance metrics to identify trends and improvement areas.
• Prepare sales reports, forecasts, and presentations for management review.
• Coordinate with the sales team to ensure timely and accurate order processing.
• Ad Hoc projects as needed.
• Financial Operations: Manage financial line items for account Sales programs.
• Prepare and maintain financial records, ensuring accuracy and compliance with company policies.
• Assist in budget preparation and monitoring, providing insights for financial planning.
• Process and manage the entry of Claims & Deductions.
• Conduct regular financial audits.
• Administrative Work: Handle day-to-day administrative tasks, including scheduling, correspondence, and document preparation.
• Maintain and update departmental records, ensuring data integrity and confidentiality.
• Document and report on event and travel expenditures arrangements for the supported accounts.
• Provide support to senior management with special projects and initiatives.
• Conduct daily administration, pricing, condition, PUMI submission.

Skills

Data Analysis

Data Entry (ERP)

Account Management

Microsoft Office

Excel

PowerPoint

Education

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

Tools

CRM software

Job description

Intelliswift is looking for a Sales and Financial Operations Specialist to support our sales, finance, and admin functions onsite in Englewood, NJ. The role combines data analysis, account management, and office administration to keep workflows smooth and compliant.

You will develop sales materials, analyze performance metrics, manage financial records, assist in budgeting, prepare reports, and coordinate with the sales team to ensure accurate order processing.