Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.
We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives.
About the Role:
The Sales Administrator will provide operational and administrative support to the sales team in the auto finance division and at times the SVP of Auto. The role ensures smooth coordination between sales representatives, dealer customers, and internal departments, while managing sales data, reporting, and assisting in achieving revenue. This role is based in our San Francisco office in a hybrid capacity.
What You’ll Do:
- Maintain accurate sales records in CRM and other databases as part of sales operations support.
- Track and report on all sales performance metrics.
- Assist with cross-functional collaboration and follow-ups.
- Track and assist in sales team commissions.
- Liaison with marketing partners to align sales efforts with promotional activities.
- Manage our annual Independent Dealer Audits.
- Prepare and edit correspondence, presentations, and reports as part of administrative support.
- Prepare agendas, take meeting notes, and follow up on action items.
- Schedule and coordinate sales meetings and training sessions.
- Create Google Slide presentations and training decks.
- Support the VP of Sales in executing strategic initiatives and special projects while providing research assistance as part of sales enablement.
- Assist with the preparation of presentations, proposals, and promotional materials.
- Assist in event planning, including sales conferences, dealer events, contests, and business functions.
What We Look For:
- 2+ years of experience in sales support, operations, or administration (experience in auto finance is a plus)
- Familiarity with CRM software, such as Salesforce
- Proficient in Google and Microsoft Office Suite
- Strong organizational and multitasking abilities
- Excellent communication and interpersonal skills
- Attention to detail and accuracy in handling financial documentation
- Proactive problem-solving skills
- Ability to thrive in a fast-paced environment while meeting deadlines
- Strong customer service orientation and dealer relationship management skills
- Collaborative team player committed to achieving sales goals
What We Offer You:
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
The compensation range of this position in San Francisco is USD $75,000- $85,000 annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.
#BI-Hybrid #LI-Hybrid
For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Top Skills
What the Team is Saying
What We Do
Upgrade offers affordable and responsible credit, mobile banking and payment products to everyday consumers. Our innovative financial products help our customers move their finances in the right direction and put more money in their pocket.
Gallery
.jpg)
Upgrade, Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
.jpg)
