We are looking for an enthusiastic and detail-oriented Sales Operations Specialist to join our growing Software Solutions team. This is a fantastic opportunity to kickstart your career in sales operations, gain exposure to the software industry, and play a key role in enabling our sales team’s success.

In this role, you will work closely with senior team members to support daily sales operations, streamline processes, and ensure data accuracy. You’ll be part of a collaborative team that values learning, growth, and operational excellence.

Key Responsibilities

• Support the sales team in preparing quotes, proposals, and renewal documents, in alignment with our partners’ programs.
• Assist with sales meeting preparation and follow-up documentation.
• Help maintain sales collateral and resource libraries.
• Assist with contract preparation and account information.
• Maintain data accuracy and cleanliness in CRM system.
• Generate standard sales reports using existing templates and dashboards.
• Assist with data collection for sales forecasting activities.
• Identify opportunities for process improvements with senior team guidance.
• Help maintain documentation and process guides.

Required Qualifications

• Bachelor's degree in Business, Marketing, or related field (or equivalent experience).
• 0-2 years of professional experience.
• Internship or project experience in sales, operations, or business analysis preferred.
• Proficiency in Microsoft Excel/Google Sheets for basic data analysis.
• Familiarity with CRM concepts (CRM applications experience a plus, but not required).
• Strong attention to detail and commitment to data accuracy.
• Excellent organizational and time management skills.
• Good written and verbal communication abilities.
• Eagerness to learn and grow in a fast-paced environment.
• Collaborative mindset and ability to work well in teams.
• Problem-solving aptitude and analytical thinking.

Benefits:

As an equal opportunity employer, we celebrate diversity and are committed to creating an inclusive environment for all employees.

Our company is people - centric and offers personalized benefits to each employee:

• We want you to be well compensated for what you bring in, so we offer an attractive salary package
• Your health matters to us, so all colleagues have a private health insurance plan from day one
• We are excited for challenges, so you are invited to take part in exciting projects
• We never stop learning and evolving! You will have your own mentor and training program to help you develop in a company with unlimited possibilities and you will join our training sessions and online courses that we provide
• We love the Relational vibes so we gather on smaller and bigger occasions to celebrate good times together!

Relational Financial Solutions

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