Sales Administrator

Axos Bank • San Diego, CA

3d

About The Position

Axos Bank is seeking a Sales Administrator to support the Small Business Banking and Premier Banking teams. The role connects front-line sales with back-office operations by coordinating client onboarding and servicing, tracking pipeline activity, preparing documentation, and facilitating communication between clients and internal departments. It also supports sales enablement and training, including new-hire onboarding and ongoing development in product knowledge, sales processes, tools, and best practices.

Working with Business Unit Leaders, Relationship Managers, internal and external partners, and Product teams, the Sales Administrator identifies training and performance opportunities and helps address broader business training and development needs as priorities evolve. The role supports customer sales and service, referrals, pipeline closure, inbound customer requests, case queues, reporting, and day-to-day process execution. It also contributes to cross-functional coordination and special projects.

Requirements

• At least 2 years of experience in a banking sales support, client service, or operations role; experience in both retail and business banking is preferred.
• Strong organizational skills and attention to detail and accuracy.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint, and CRM software.
• Ability to multitask and prioritize in a fast-paced environment.
• Knowledge of banking products, preferably Business and Premier/Personal wealth banking.
• Demonstrated ability to lead and coordinate cross-functional projects, managing timelines, resources, and stakeholder communications to deliver strategic outcomes in the Small Business and Premier Business units.

Nice To Haves

• Bachelor’s degree in Business Administration, Finance, or a related field; equivalent work experience is accepted.
• Experience in both retail and business banking environments.

Responsibilities

• Monitor and analyze team performance, pipeline activity, conversion trends, lost opportunities, and abandoned applications to identify insights, process improvements, and training opportunities.
• Own and maintain sales reporting and dashboards for Small Business Banking and Premier Banking, covering pipeline activity, account openings, conversion rates, product penetration, sales goals, and other KPIs.
• Prepare daily, weekly, monthly, and quarterly sales and service activity summaries for leadership.
• Support onboarding and ongoing sales training and development for Small Business Banking and Premier Banking teams, as well as broader business training needs as priorities evolve.
• Develop and maintain a structured sales training curriculum covering sales processes, product knowledge, lead and pipeline management, customer engagement, needs-based selling, referrals, relationship management, and sales best practices.
• Coordinate and facilitate new-hire sales training, ongoing skill development, refresher training, and coaching reinforcement.
• Develop and maintain training materials, playbooks, talking points, job aids, process guides, and other resources for customer conversations and consistent execution.
• Partner with Sales Management and Business Unit Leaders to identify performance and knowledge gaps and develop targeted training based on sales results, pipeline activity, conversion trends, and other available data.
• Support training and adoption of Salesforce, Prelim, and other sales-enablement tools, including training for new products, initiatives, campaigns, process changes, and technology implementations.
• Maintain training schedules, materials, and completion records, and report on participation, adoption, and areas needing reinforcement.
• Coordinate product, operational, servicing, systems, and other business training with Product, Operations, Risk, Compliance, and other subject matter experts.
• Support Premier and Retention teams with customer sales, service, referrals, pipeline closure, and customer communication.
• Assist with Salesforce, Prelim, and other case queues, including case assignment and monitoring cases against established service-level expectations.
• Engage with inbound customer servicing requests through telephone and online channels as needed.
• Partner with Sales Management on day-to-day process execution, policy adherence, sales methodologies, KPIs, productivity metrics, lead management, and continuous improvement.
• Foster cross-functional partnerships with Sales, Account Management, Lending, Banking, Product, Operations, Risk, and Compliance teams.
• Provide departmental coordination and support for team inquiries, ad hoc requests, and special projects.

Benefits

• Medical, dental, vision, and life insurance.
• Paid sick leave, three weeks of vacation, and holidays (about 11 per year).
• HSA or FSA account and other voluntary benefits.
• 401(k) Retirement Saving Plan with employer match.
• 529 Savings Plan.
• Employee Mortgage Loan Program.
• Free access to an Axos Bank account with Self-Directed Trading.
• Target annual discretionary cash bonus of 10%, which may be awarded semi-annually based on achievement of performance goals and targets.
• Target annual discretionary restricted stock units bonus of 10%, which may be awarded semi-annually based on achievement of performance goals and targets.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level