The Sales Operations Support role aids sales teams with operational tasks, data management, reporting, agent onboarding, and KPI tracking.
The Sales Operations Support role provides operational, analytical, and system support to
Fintech sales teams, ensuring accurate reporting, smooth agent onboarding, and effective
coordination of sales activities.
Key Responsibilities
•MaintainandmanagesalesandagentdataacrossCRMandfintechplatforms.
•Prepare daily and monthly sales, transaction, and performance reports.
•Support agent onboarding documentation and KYC verification processes.
•Track sales KPIs, transaction trends, and agent performance metrics.
•Coordinate with Product, Operations, Risk, and Finance teams.
•Support sales incentive tracking and reconciliation.
Key KPIS
•Accuracy of sales and transaction data
•Timeliness of reporting
•Agent onboarding turn around time
Qualifications & Skills
•Bachelor’s degree in Business, Statistics, or related field.
•1–3yearsexperienceinsalesoperationsorfintechsupportroles.
•Strong Excel skills; CRM or dash board experience is an advantage.
•High attention to detail and data accuracy.
Fintech sales teams, ensuring accurate reporting, smooth agent onboarding, and effective
coordination of sales activities.
Key Responsibilities
•MaintainandmanagesalesandagentdataacrossCRMandfintechplatforms.
•Prepare daily and monthly sales, transaction, and performance reports.
•Support agent onboarding documentation and KYC verification processes.
•Track sales KPIs, transaction trends, and agent performance metrics.
•Coordinate with Product, Operations, Risk, and Finance teams.
•Support sales incentive tracking and reconciliation.
Key KPIS
•Accuracy of sales and transaction data
•Timeliness of reporting
•Agent onboarding turn around time
Qualifications & Skills
•Bachelor’s degree in Business, Statistics, or related field.
•1–3yearsexperienceinsalesoperationsorfintechsupportroles.
•Strong Excel skills; CRM or dash board experience is an advantage.
•High attention to detail and data accuracy.
Top Skills
CRM
Excel
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What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
