Sales Operations Associate

First Help Financial • Needham, MA

3d • Remote

About The Position

First Help Financial, voted and certified as a “ Great Place to Work ” by our workforce for five years in a row, is adding a new partner to our Sales department to accommodate our remarkable growth! We are seeking a highly motivated professional to serve as Sales Operations Associate as we grow our sales team. You will be administering the details of the sales process, effectively communicating between the sales team and management, and supporting the efficiency, effectiveness, and success of the sales team. You will also provide a supporting role for all sales departments as it pertains to all operational matters. The primary duty is to ensure the sales departments run efficiently by providing proper communication, accurate data and administrative duties as assigned.

Requirements

• Demonstrated historical career stability
• High school diploma or GED equivalent required
• At least 1 year’s experience related accounting or administration
• Customer service-focused, energetic personality, professionalism, and a desire to assist
• High level of independence; detail-conscious and task-oriented mindset
• Ability to meet deadlines and handle time-sensitive demands
• Strong organizational traits. Ability to track and prioritize multiple issues over the course of a day/week/month.
• Ability to work on multiple projects simultaneously
• Ability to work both independently and with others
• Initiative, sense of urgency and a passion for creative work
• Strong interpersonal and teamwork skills
• Excellent written and verbal communication skills
• Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word)

Responsibilities

• Review, process, sign, and manage Dealer Agreements
• Collaborate with the Dealer Info team to ensure proper documentation and updates
• Maintain accurate records of dealer agreements and statuses in Salesforce
• Create and manage parent and child dealership accounts for sales representatives and dealerships
• Link child accounts to parent accounts and ensure data integrity
• Deactivate accounts when necessary (dealer shutoff)
• Maintain agreement status accuracy
• Perform regular audits to ensure Salesforce data aligns with active agreements
• Update Salesforce with agreement details
• Request IT to set up emails and phone numbers
• Request region assignments from managers
• Add new hires to key platforms (Decision Logic, Winbrook, Teams)
• Organize access to sales reference materials and company resources on Teams
• Order business cards and folders
• Update and release territory map in collaboration with regional managers
• Ensure that the correct Inside Sales Rep is associated with the correct territories
• Create and manage Decision Logic accounts for dealers and sales representatives
• Terminate accounts for users no longer active with the organization
• Organize and maintain Reference Materials folders within Teams
• Control user access to ensure appropriate distribution of resources
• Send requests for new dealers added through CUDL
• Ensure new dealers are added to the inclusion list
• Ensure new dealer are added to the Seller Group Assignments
• Ensure Lender Contact Information is updated
• Collaborate with teams to identify collateral needs for sales and marketing
• Create, review, and release collateral materials across Teams, Winbrook, and other portals
• Work with the Sales team, Sales Ops Manager, and Sales Ops Trainers to identify training needs
• Design and implement training solutions
• Develop training materials and ensure their timely release
• Draft and maintain internal documents, including sales guidelines and research reports
• Regularly update and distribute critical sales documents such as rate sheets, funding checklists, and VPP guidelines
• Oversee portals, including CUDL, Dealer Track, RouteOne, and Winbrook, ensuring seamless functionality
• Conduct regular audits to maintain compliance across agreements, accounts, and operational processes
• Address discrepancies promptly and ensure alignment with company standards (updates to address, updates to already created collaterals/etc)
• Identify opportunities to enhance workflows for agreement management, onboarding, and collateral release
• Implement best practices to improve operational efficiency and support the sales team effectively

Benefits

• We offer generous salaries, competitive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social outings, monthly lunches, a robust employee recognition, and training development program to enhance your career with us.
• We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself.
• Company growth provides unprecedented career growth. FHF’s extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone and we have a proven record of investing in you.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees