Sales Operations Specialist

About This Role

Position Overview

The Sales Operations Specialist supports the sales function by ensuring pricing accuracy, contract documentation integrity, reseller training coordination, and purchase order processing. This role focuses on operational execution, documentation precision, and reseller support to ensure smooth deal flow and accurate revenue capture.

This is a hands\-on role suited for someone early\-to\-mid career who is highly detail\-oriented, organized, and comfortable learning financial products.

Key Responsibilities

Product \& Reseller Support

• Develop working knowledge of all CFS products, pricing structures, and delivery models.
• Support reseller onboarding and training sessions.
• Maintain and distribute current sales collateral and pricing documentation.
• Respond to reseller product and pricing questions during active deals.

Contract \& Pricing Review

• Review contracts for pricing accuracy and alignment with approved rate structures.
• Confirm consistency with standard templates.
• Coordinate internal approvals when required.
• Maintain organized documentation of executed agreements.

Purchase Orders \& Booking Support

• Process purchase orders in alignment with executed contracts.
• Verify pricing and documentation prior to booking.
• Coordinate with Finance to ensure accurate revenue recording.
• Maintain booking logs and deal documentation.

CRM \& Reporting Support

• Maintain CRM accuracy (deal stage, value, reseller attribution).
• Assist with booking and pipeline reporting.
• Track reseller production metrics.

Qualifications

Required

• 2–4 years in sales support, operations, account coordination, or administrative operations.
• Strong organizational and documentation skills.
• Comfort working with pricing structures and contracts.
• CRM proficiency.
• High attention to detail.

Preferred

• Experience in B2B, fintech, or financial services.
• Exposure to reseller or channel models.
• Strong Excel skills.

Pay: $45,000\.00 \- $50,000\.00 per year

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education

• Bachelor's (Preferred)

Work Location: Remote