What are the responsibilities and job description for the Sales Operations Specialist position at eMoney Advisor?
- Provide direct support for quote creation, approvals, ensuring accuracy and coordination across Sales, Finance, and Legal.
- Document andmaintainscalable sales processes, including quoting, renewals, and partner workflows.
- Collaborate with Partner Program stakeholders to support onboarding and performance tracking.
- Identifyand implement process improvements across Enterprise and Advisor sales motions.
- Serve as a point of contact for quoting and partner related inquiries, ensuring timely resolution and alignment with internal policies and procedures.
- Manage and triage incomingsales-relatedcase queues in CRM systems (e.g.Salesforce).
- Create andmaintaintraining and process documentation for all sales operations process guides.
- Supportdata stewardshipeffortsidentifyingerrors in data and potential areas for process improvement.
- Collaborate withcross-functionalteams to resolve customer or sales issues.
- Gather and organize data to enhance sales force productivity.
- Utilize sales systems and cross-functional collaboration to improve efficiency and scalability.
- Bachelor's degree preferred.
- 3 years working in a sales environment with experience supporting remote end users.
- Experience with project management preferred.
- Experience supporting quote workflows or CPQ tools is a plus.
- Familiarity with partner programs or indirect sales channels is a plus.
- Detail-oriented, proactive, and skilled at driving cross-functional collaboration to improve efficiency and scalability Patience to work with a variety of people with varying technical skill levels.
- Strong documentation and process mapping skills.
- Proficient with SFDC, Word, PowerPoint, and Excel.
- Strong problem solving, judgment, and organizational skills.
- Self-motivated and able to perform well under pressure and against aggressive deadlines.
- Capacity to grasp and learn complex concepts quickly and independently.
- Talented multi-tasker and the ability to prioritize.
- Naturally curious about how organizations scale.
- Extreme level of attention to detail.
- Highly focused; able to execute on one-off projects as well as on routine tasks.
- Clearcommunicator.
The salary range for this position is $70,000 - $86,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.