What are the responsibilities and job description for the Sales Ops Specialist position at SBG Funding?
About SBG Funding
SBG Funding is one of the nation’s reliable sources for business funding. We are a niche financing firm with years of experience in the commercial lending arena. Our mission is to provide fast, flexible, and affordable capital to small businesses nationwide.
To keep up with the growing demand for our services, SBG is expanding our team. As a Sales Operations Specialist, you’ll play a key role in supporting both our sales team and external partners — ensuring smooth processes, accurate execution, and professional communication at every step. This role is essential to helping SBG scale efficiently while maintaining the high level of service our clients and partners expect.
Why We’ll Love You
□ You keep sales moving by actively supporting Account Executives with timely updates, smooth handoffs, and clear communication.
□ You’re comfortable managing high-volume operational workflows — from processing inbound emails to tracking SLAs and ensuring nothing slips through the cracks.
□ You thrive on solving problems and improving processes — whether it’s fixing assignment rules, refining compliance workflows, or creating more efficient reporting.
□ Your detail-oriented and organized, able to manage multiple priorities while consistently meeting deadlines.
□ You’re adaptable and quick to learn new systems, including Salesforce and Outlook, to support sales and operations processes.
□ You’re resilient and eager to take on new challenges, contributing to SBG’s growth by supporting both our sales team and operational excellence.
Why You’ll Love Us
By joining SBG Funding, you will have the unique opportunity to lead underwriting strategies in the exciting and dynamic field of B2B lending. You’ll be part of a team that is passionate about making a real difference in the world of business finance and contributing to the growth of countless businesses. SBG Funding offers a competitive salary, comprehensive benefits, and a stimulating work environment that encourages innovation and professional development.
This is an entry-level role with opportunities for growth
Minimum Bachelor's Degree (or Equivalent Experience) Required
Strong attention to detail with outstanding organizational and multitasking skills
Clear and professional communication skills; able to work effectively with colleagues at all levels
Quick to learn new systems and tools
Resilient, coachable, and adaptable in a fast-paced environment
A proactive, ambitious mindset with a genuine interest in supporting sales operations and improving processes
SBG Funding is one of the nation’s reliable sources for business funding. We are a niche financing firm with years of experience in the commercial lending arena. Our mission is to provide fast, flexible, and affordable capital to small businesses nationwide.
To keep up with the growing demand for our services, SBG is expanding our team. As a Sales Operations Specialist, you’ll play a key role in supporting both our sales team and external partners — ensuring smooth processes, accurate execution, and professional communication at every step. This role is essential to helping SBG scale efficiently while maintaining the high level of service our clients and partners expect.
Why We’ll Love You
□ You keep sales moving by actively supporting Account Executives with timely updates, smooth handoffs, and clear communication.
□ You’re comfortable managing high-volume operational workflows — from processing inbound emails to tracking SLAs and ensuring nothing slips through the cracks.
□ You thrive on solving problems and improving processes — whether it’s fixing assignment rules, refining compliance workflows, or creating more efficient reporting.
□ Your detail-oriented and organized, able to manage multiple priorities while consistently meeting deadlines.
□ You’re adaptable and quick to learn new systems, including Salesforce and Outlook, to support sales and operations processes.
□ You’re resilient and eager to take on new challenges, contributing to SBG’s growth by supporting both our sales team and operational excellence.
Why You’ll Love Us
By joining SBG Funding, you will have the unique opportunity to lead underwriting strategies in the exciting and dynamic field of B2B lending. You’ll be part of a team that is passionate about making a real difference in the world of business finance and contributing to the growth of countless businesses. SBG Funding offers a competitive salary, comprehensive benefits, and a stimulating work environment that encourages innovation and professional development.
- Generous Medical, Dental, Vision, 401K, and Time Off
- Team-Oriented Company Culture with Casual and Fun Vibes
- Career Development Opportunities
- You’ll be Getting in on the Ground Floor!
This is an entry-level role with opportunities for growth
Minimum Bachelor's Degree (or Equivalent Experience) Required
Strong attention to detail with outstanding organizational and multitasking skills
Clear and professional communication skills; able to work effectively with colleagues at all levels
Quick to learn new systems and tools
Resilient, coachable, and adaptable in a fast-paced environment
A proactive, ambitious mindset with a genuine interest in supporting sales operations and improving processes