finspectra
Website:
finspectra.com
Job details:
About FinSpectra
FinSpectra is a financial technology company providing lending and financial-services solutions built on Salesforce. We work with financial institutions, government agencies, and other organizations across the U.S. and international markets.
We are looking for a proactive and highly organized Sales & Partner Operations Coordinator to work closely with our leadership team and support sales, partner relationships, and business development activities.
What You'll Do
- Coordinate with Salesforce Account Executives, partner teams, consulting partners, and other ecosystem contacts.
- Identify and connect with the appropriate Salesforce AEs and partner contacts for customer and prospect accounts.
- Draft professional introduction and follow-up emails and coordinate meetings.
- Research prospective customers, accounts, industries, and key decision-makers.
- Prepare concise account and meeting briefs for leadership before customer and partner calls.
- Maintain Salesforce CRM records, contacts, opportunities, meeting notes, next steps, and follow-up activities.
- Track open opportunities and proactively ensure actions and follow-ups are completed.
- Support business development and targeted outbound activities.
- Maintain partner relationships and track partner-sourced and partner-influenced opportunities.
- Coordinate conferences and industry events, including identifying relevant attendees, scheduling meetings, managing calendars, and post-event follow-up.
- Support sales presentations, proposals, customer references, case studies, and other sales operations activities.
- Provide leadership with regular visibility into outstanding opportunities, meetings, follow-ups, and next actions.
What We're Looking For
- 3–5+ years of experience in sales operations, business development, partner operations, account management, customer success, or a similar customer-facing business role.
- Excellent written and spoken English.
- Strong professional email and business communication skills.
- Experience communicating with U.S.-based customers, partners, or business stakeholders is strongly preferred.
- Strong organizational skills and exceptional attention to detail.
- Ability to independently manage multiple opportunities, conversations, and follow-ups.
- Comfortable researching companies, decision-makers, and business opportunities.
- Experience with Salesforce CRM is strongly preferred.
- Ability to draft professional external communications without requiring extensive supervision or rewriting.
- Strong ownership and judgment. You should be someone who follows through and makes sure things don't fall through the cracks.
- Willingness to have reasonable overlap with U.S. business hours when meetings require it.
Who Will Do Well in This Role
This is not a pure administrative position and it is not a senior alliance-strategy position.
We're looking for someone who is comfortable taking ownership of the execution behind sales and partner relationships: finding the right people, making introductions, researching accounts, scheduling meetings, preparing leadership, tracking opportunities, and ensuring every important conversation has a next step.
You should be able to receive an objective such as “We need to engage the Salesforce team responsible for this account” and independently research the account, identify the appropriate contacts, coordinate the introduction, schedule the conversation, and manage the follow-up.
Why Join FinSpectra
You'll work directly with company leadership and gain exposure to enterprise sales, Salesforce partnerships, financial technology, lending, government customers, and international business development.
This role has room to grow into broader sales operations, business development, partner management, or account management responsibilities based on performance.
Click on Apply to know more.
