Sales Operations Generalist

🕒 Yesterday

🇺🇸 United States – Remote

💵 $64.1k - $102.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🚫👨‍🎓 No degree required

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Kapitus

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2006

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Kapitus is a financial services company that provides customized financing solutions to small and growing businesses. It offers a range of products including business loans, lines of credit, equipment financing, revenue-based financing, invoice factoring, and purchase order financing, and operates both as a direct lender and through a broad financing network via its KapitusPLUS process. Kapitus emphasizes a streamlined application process that can generate multiple competing offers, supports clients with financing specialists and educational resources, and partners with providers like Experian to help businesses manage and improve credit.

📋 Description

• Create SOPs documenting and standardizing sales operations workflows • Develop and maintain sales policy documentation • Review sales processes and recommend efficiency improvements • Perform Salesforce data entry and cleanup to maintain data accuracy • Create and maintain procedure documentation and training materials • Execute day-to-day sales operations tasks • Monitor sales processes and report policy adherence • Identify process gaps and inefficiencies and support improvements • Ensure sales operational tasks, approvals, and documentation are completed accurately and on time • Investigate basic Salesforce issues, update records, and assist with user access or partner logins • Track and compile data for operational reports and compliance monitoring • Collaborate with the Sales Enablement Director, Sales Operations team, and other departments on workflow and efficiency projects

🎯 Requirements

• 2+ years of experience in sales operations, administration, or a related support role • Strong organizational skills and high attention to detail • Ability to follow established procedures and handle repetitive tasks accurately • Proficiency in Salesforce, including basic data entry and navigation • Experience using Jira for task tracking and workflows • Strong communication skills to assist team members and report findings • Ability to multitask and prioritize in a fast-paced environment • Helpful, solutions-oriented mindset and willingness to learn • Qualified remote candidates must reside in a state where Kapitus or a subsidiary has an established physical presence

🏖️ Benefits

• Annual incentive compensation eligibility up to 10% annually • Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare • UHC perks including Sweat Equity, Calm App subscription, UHC rewards, Real Appeal, and Quit For Life • Flexible Spending Account • Lifestyle Spending Account for physical, mental, and financial well-being expenses • Company-paid basic short-term and long-term disability insurance • Voluntary supplemental life insurance and enhanced disability coverage • Colonial Accident and Hospitalization insurance options • Company-paid maternity and parental leave • Pre-tax commuter benefits • LifeBalance membership and discounts on outdoor activities, arts, health, and fitness • Pet and car insurance discounts • LegalShield and other financial services • Relaxation and stress management tools • Plum Benefits discounts on shows, travel, car rentals, and more • Tuition reimbursement up to $5,000 annually • Relevant conferences and career development events • Travel reimbursement for work-related travel • Paid time off and sick time • 401(k) through Fidelity with a 25% company match on contributions, up to 6% of annual salary