Sales Operations Senior Associate

Webull

Saint Petersburg, FL, United States
Base: $90,000-$115,000 annually; bonus/equity: dis...
On-site
3-6 years sales operations experience
Crm platform proficiency salesforce hubspot
Advanced excel skills required
Webull is seeking a Sales Operations Senior Associate to support its Institutional Sales division in Saint Petersburg, FL. The ideal candidate will have experience in sales operations within financial services or fintech, with strong analytical skills and proficiency in CRM tools

Job Summary

  • Webull is seeking a detail-oriented Sales Operations Senior Associate to support its Institutional Sales division with a focus on building operational infrastructure.
  • The role involves managing pipeline activity, maintaining CRM architecture, and developing KPI dashboards to drive revenue attribution and conversion rates.
  • Candidates will benefit from comprehensive health coverage, 401(k) matching, and a dynamic office culture featuring catered meals and wellness perks.

Matching Summary

Match Score: 85

Webull is seeking a Sales Operations Senior Associate to support its Institutional Sales division in Saint Petersburg, FL. The ideal candidate will have experience in sales operations within financial services or fintech, with strong analytical skills and proficiency in CRM tools.

Salary

Base: $90,000-$115,000 annually; Bonus/Equity: Discretionary bonus included; Benefits: Comprehensive health, 401(k) match, tuition reimbursement

Skills & Requirements

Must-have

  • 3-6 years sales operations experience
  • CRM platform proficiency Salesforce HubSpot
  • Advanced Excel skills required
  • Institutional sales dynamics knowledge
  • Pipeline reporting and KPI dashboard creation

Nice-to-have

  • SQL and Python programming skills
  • Prospecting tools Apollo Clay ZoomInfo
  • MBA or Salesforce Administrator certification
  • Experience in build-from-scratch environments
  • Cross-functional project collaboration

Key Requirements

  • Bachelor's degree in business finance economics
  • 3-6 years B2B go-to-market support experience
  • Strong analytical skills for data interpretation

Work Rights

Not specified

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