Sales Operations Coordinator

Position Overview

Premium Merchant Funding is seeking a highly organized, detail-oriented Sales Operations Coordinator to support daily operations, sales tracking, and internal coordination. This role is ideal for someone who thrives in a fast-paced financial services environment and enjoys working closely with sales teams, data, and leadership.

Key Responsibilities

• Prepare and distribute daily and weekly sales reports
• Monitor and follow up on submissions within the sales pipeline
• Generate daily and weekly performance reports for sales representatives
• Post and repurpose company content on LinkedIn
• Extract and organize data from CRM systems for outreach campaigns
• Track and analyze campaign response metrics
• Manage day-to-day reminders and task coordination
• Prepare and set up materials for daily morning meetings
• Assist in organizing and supporting monthly internal team meetings and presentations
• Optimize calendars and scheduling for efficiency and productivity
• Review pipeline activity to identify cross-sell and alternative product opportunities

Qualifications

• Strong organizational and multitasking skills
• Excellent attention to detail and analytical abilities
• Proficiency with CRM systems and Microsoft Office (especially Excel and PowerPoint)
• Familiarity with LinkedIn and basic content management
• Strong communication and follow-up skills
• Ability to work independently and in a team-oriented environment

Preferred Qualifications

• Experience in sales support roles
• Basic understanding of sales pipelines and performance tracking

What We Offer

• Opportunity to work in a dynamic financial services environment
• Growth potential within the company
• Collaborative and performance-driven team culture