Sales Operations Specialist

SBG Funding • New York, NY

37d • $70,000 - $70,000

About The Position

SBG Funding is one of the nation’s reliable sources for business funding. We are a niche financing firm with years of experience in the commercial lending arena. Our mission is to provide fast, flexible, and affordable capital to small businesses nationwide.
To keep up with the growing demand for our services, SBG is expanding our team. As a Sales Operations Specialist, you’ll play a key role in supporting both our sales team and external partners — ensuring smooth processes, accurate execution, and professional communication at every step. This role is essential to helping SBG scale efficiently while maintaining the high level of service our clients and partners expect.
Why We’ll Love You
□ You keep operations running smoothly by supporting Account Executives with timely updates, organized handoffs, and clear internal communication - ensuring deals progress efficiently without owning sales conversations.
□ You’re comfortable managing high-volume operational workflows - from processing inbound emails to tracking SLAs and making sure requests are handled accurately and on time.
□ You enjoy solving problems and improving internal processes - whether it’s refining assignment rules, strengthening compliance workflows, or building clearer reporting.
□ You’re detail-oriented and highly organized, able to manage multiple priorities while consistently meeting deadlines and maintaining accuracy.
□ You’re adaptable and quick to learn systems such as Salesforce and Outlook to support internal sales operations and administrative processes.
□ You’re resilient and proactive, eager to take on new operational challenges and contribute to SBG’s growth by strengthening internal workflows and team efficiency, not by selling.
Why You’ll Love Us
By joining SBG Funding, you will have the unique opportunity to lead underwriting strategies in the exciting and dynamic field of B2B lending. You’ll be part of a team that is passionate about making a real difference in the world of business finance and contributing to the growth of countless businesses. SBG Funding offers a competitive salary, comprehensive benefits, and a stimulating work environment that encourages innovation and professional development.

Requirements

• Minimum bachelor's degree (or equivalent experience) required
• Strong attention to detail with outstanding organizational and multitasking skills
• Clear and professional communication skills; able to work effectively with colleagues at all levels
• Quick to learn new systems and tools
• Resilient, coachable, and adaptable in a fast-paced environment
• A proactive, ambitious mindset with a genuine interest in supporting sales operations and improving processes

Responsibilities

• supporting Account Executives with timely updates, organized handoffs, and clear internal communication
• managing high-volume operational workflows - from processing inbound emails to tracking SLAs
• solving problems and improving internal processes
• refining assignment rules
• strengthening compliance workflows
• building clearer reporting
• managing multiple priorities while consistently meeting deadlines and maintaining accuracy.
• learning systems such as Salesforce and Outlook to support internal sales operations and administrative processes.
• taking on new operational challenges and contribute to SBG’s growth by strengthening internal workflows and team efficiency

Benefits

• Generous Medical, Dental, Vision, 401K, and Time Off
• Team-Oriented Company Culture with Casual and Fun Vibes
• Career Development Opportunities
• You’ll be Getting in on the Ground Floor!

What This Job Offers

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