About Bluevine
Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we’re empowering entrepreneurs to grow with confidence.
Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we’ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.
At Bluevine, you’ll be part of a collaborative, fast-paced team that’s reshaping the future of banking. Ready to make an impact?
ABOUT THE ROLE:
The Sales Operations Specialist will focus on driving efficiencies and effectiveness of Bluevine Sales teams and provide operational support of strategic Sales objectives & priorities.
WHAT YOU'LL DO:
- Foster strong and effective partnerships with the Sales and Account Management teams in the Lending and Banking business units
- Work cross functionally with Marketing, Biz Ops, Product, R&D and Customer Success in support of Bluevine business objectives
- Partner with Sales Management to oversee day-to-day process execution and adherence to policies, identify problems, recommend and take corrective actions.
- Manage sales compensation design and administration
- Proactively monitor and strive to maintain high levels of data hygiene and process consistency in Salesforce.
- Coordinate with Go-to Market teams on process, tracking and administration of new sales initiatives and products
- Provide overall support and departmental coordination for team inquiries, ad- hoc requests, and projects
- Plan and execute the tactical elements of Sales to enforce best practices and continuously improve effectiveness: sales model/processes/methodologies, KPIs, productivity metrics, lead management.
- Manage Sales technology stack and provide sales enablement for Salesforce, Outreach, DialPad, Chorus, LinkedIn Navigator, ZoomInfo and LeanData.
WHAT WE LOOK FOR:
- 8+ years of Sales Operations experience in a SaaS based company.
- Salesforce proficiency with experience creating automation and managing all declarative functionality.
- Salesforce Admin Certification preferred.
- Experience managing Sales Compensation.
- Advanced knowledge of Sales tools (Salesforce, Outreach, DialPad, Chorus, LeanData, LinkedIn Navigator and ZoomInfo).
- Experience partnering with Sales in support of streamlining processes, optimizing output and increasing velocity.
- Self-starter capable of independently managing multiple projects & priorities.
- Exceptional problem solving skills with demonstrated ability to structure complex problems and develop solutions.
- Technology start-up experience is a plus!
Benefits & Perks
- Excellent group health coverage and life insurance
- Stock options
- Hybrid work model
- Meal allowance
- Transportation assistance (terms and conditions apply)
- Generous paid time off plan, Holidays
- Company-sponsored mental health benefits
- Financial advisory services for both short- and long-term goals
- Learning and development opportunities to support career growth
- Community-based volunteering opportunities
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What We Do
Bluevine is the largest small business banking platform in the U.S., serving as the financial operating system for startups and small businesses. Through a single account, companies can earn more, save more, borrow, and manage their money whenever and wherever they do business - without ever stepping into a branch. Accessible through one dashboard, our product suite integrates high-yield business checking, accounts payable, debit and credit cards, loans, and lines of credit. Since 2013, Bluevine has served over 750,000 customers, delivered over $17 billion in loans, and is currently trusted with over $1.5 billion in managed customer deposits. Bluevine was founded by a third-generation small business owner who was passionate about solving banking headaches for small businesses across America after seeing his father’s frustrations with small business banking solutions as a child. By maintaining a singular view on building tools that are both simple and innovative that integrate seamlessly into the day-to-day lives of small business owners, Bluevine has seen tremendous success across its 12-year history, including being named Money’s Best Overall Small Business Bank for 2025-2026 and one of CNBC’s World’s Top Fintech Companies for 2025-2026. Additionally, Bluevine has been named Tearsheet’s Best SMB Bank in 2023, and has been included as an Inc. Power Partner as well as a Forbes Fintech 50 member multiple times in its history. It has also been certified as a Great Place to Work. Bluevine is backed by leading private and institutional investors, including Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, ION Crossover Partners, SVB Capital, Nationwide Insurance, and M12 (Microsoft’s Venture Arm). With a global presence of more than 500 employees, we're hiring problem solvers, innovators, and collaborators to help build a better financial future for small business owners.
Why Work With Us
At Bluevine, we’re innovators driven by big ideas, collaboration, and impact. We empower each other to take ownership, grow, and make a real difference for small business owners across America. Let’s build what’s next: blvn.com/bluevinecareers
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