JOB TITLE: Sales Operations Associate

TEAM: Sales

LOCATION: Los Angeles, CA (In-office Mon-Thurs, WFH Fridays)

The Company:

Sunbit builds financial technology for real life. Our technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. Founded in 2016, Sunbit offers a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 16,000 service locations, including 1 in 3 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected. Sunbit was included on the 2022 Inc. 5000 list. The financial technology company has also been named as a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights. We use cutting-edge innovations in financial technology to bring leading data and features that allow individuals to be qualified instantly, making purchases at the point-of-sale fast, fair and easy for consumers from all walks of life. We create value focused on our core values; we work tirelessly to ensure that Sunbit becomes available to everyone, everywhere.

The Role:

The Sales Operations Associate will be based out of the Los Angeles Headquarters reporting to Head of Sales Operations and will work closely with the Sales, Marketing, Partnerships, OEM and Operations teams to support ongoing and day to day needs for the Sunbit sales team with a goal of driving efficiency across the department. Ultimately, the Sales Operations Associate will be responsible for sales system and data hygiene management, sales support for the sales team and assisting in Sales Operations projects to support a growing sales organization.

What You'll Own:

• Organize and maintain Sales Systems (Outreach, Docusign, Knowledge Center) by:
  • Update and maintain organization of sales content in the Knowledge Center
  • Organize and optimize Outreach.io Sequences across verticals for the Inside Sales team
  • Upload contracts into Docusign
• Responsible for sales Data Management and Hygiene including:
  • Removing duplicates in Salesforce and training sellers on best practices
  • Updating fields that require edits by Sales Operations
  • Maintaining data integrity for sales in Salesforce
  • Prepare imports with Sales Operations Manager
  • Opening and mapping parent accounts
• Provide day to day Salesforce Support including:
  • Salesforce training
  • Contract and ACH questions
  • Validation error review
• Support onboarding process of new sales employees
• Maintain territory distribution lists across sales department and create reporting to help regional sellers identify all the opportunities in their territory
• Assist Sales Operations Manager with reporting and dashboard requests

What You Bring to the Table:

• A minimum of 3 years of work experience
• Excellent communication skills
• Proactive nature and ability to "roll up your sleeves"
• Intelligent, go-getter, stubborn, ambitious, self-motivated, and hungry for success
• Great time management skills
• Salesforce / CRM knowledge

Bonus Points if You Have:

• Experience working in startups
• Passion for technology and data
• Operations experience
• Experience working in Excel

The Perks:

• Join one of LA’s fastest growing startups (2022), A Most Loved Workplace, and #306 on the 2022 Inc 5000 list
• Mission driven + empowered + collaborative
• Competitive pay and stock options
  
• Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
  
• 401K Plan with Matching
• Cell Phone Stipend
• Commuter Supplement for LA Office eligible employees
• Casual Dress
• Monthly Lunches in LA HQ

Core Values for Success at Sunbit:

SERVE OTHERS BEFORE SELF

• Take care of the needs of our business stakeholders to support their execution and delivery through data.
• Being collaborative amongst your team.

GENUINELY CONNECT

• Engage and build strong relationships with key stakeholders and other teams across the organization.

OWN THE IMPACT

• Data driven and growth mindset, ability to utilize data to drive strategy
• Strong organizational and time management skills with the ability to prioritize effectively

ACT FAST

• Thrive in a fast-paced environment while maintaining high level of support

INCLUDE ALWAYS

• Communicate well and professionally both verbally and in writing

INNOVATE FOR GOOD

• Establishes scalable capabilities by applying innovative practices to support new data solutions for our business and their future needs
• Passionate about solving real-world problems through data

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