Sales Operations Associate

Remote Full TimeGig Harbor, WA, United States (Remote)Orion First


Committed to the growth of our clients, Orion First appreciates the importance of its own team development. Orion’s culture is built around empowering each employee to channel their drive and exercise his or her own judgment, care, and leadership. Our employees are continually leading our industry forward through active roles throughout the industry association’s various councils and committees. We work hard to provide motivated and talented individuals an opportunity to achieve their career goals. We cultivate employees that express an earnest desire to learn and grow within the organization, filling new roles as they gain experience. We are always seeking to connect with driven individuals because we know our growth and success is the result of talented, focused, and persistent hard work.


In addition to a salary that is competitive for both the industry and the region, Orion First offers the following benefits and perquisites:

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Time Off
  • Retirement
  • WFH Benefit
  • And More!


In this position, our objective is for this team member to contribute to a more efficient and effective business development operation by working closely with the team on projects and tasks related to maximizing team performance. This person will play a key role in Orion’s business development operations through various tasks and projects in support of four key areas: new business development, new client onboarding, client relationship management, and marketing with the guidance of the Business Development team. As a growing company Orion offers an opportunity for growth with new challenges and the opportunity to expand in this role over time.

To be considered for this role, please submit your self-paced video interview HERE.


SVP, Business Development


  • Contributes to establishment and maintenance of Orion’s business development operations with focus on four key areas: new business development, new client onboarding, client relationship management, and marketing with the guidance of the Business Development team.

New Business Development

  • Maintain salesforce business development reports
  • Work with salesforce development team on page layouts
  • Maintain sales proposal templates and collateral and participate in updates as needed
  • Manage the sales forecasting tool to track budget vs actual results
  • Assist in processing agreements and documents

New Client Onboarding

  • Assist in tracking progress of projects and tasks
  • Gather and manage key client documents via email
  • Schedule and participate in various project meetings

Client Relationship Management

  • Assist in drafting and processing client work orders
  • Track client new contract originations and portfolio trends against budget
  • Track and support add-on sales efforts and deliveries
  • Assist in coordinating client meetings


  • Maintain mail lists pertaining to marketing and sales projects
  • Coordinate preparation for industry conferences
  • Assist in maintaining social media strategy
  • Assist in planning, preparation, and production of annual Small Business Lending Forum (SBLF)
  • Participate in other business development initiatives and opportunities as identified
  • Other duties as assigned


  • 2+ years of professional experience working in a company
  • Associate degree
  • Detail oriented and thorough. Must have research abilities
  • Skill in the use of various software applications including but not limited to MS Word, Excel and Salesforce (preferred, not requited)
  • Ability to multitask, organize and prioritize work efficiently
  • Enthusiastic and possess positive energy
  • Strong oral and written communication skills – ability to work well with a team
  • Possess high standards and ethics


  • 2+ years of experience in a sales position
  • Bachelor’s degree

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