Top Tech Jobs & Startup Jobs

Support sales operations across contracting desk, pipeline support, post-sale changes, and CRM data hygiene. Generate and track contracts, assist sales with opportunity updates, manage amendments and pricing changes, perform Salesforce data cleanups and bulk updates, provide ad-hoc reporting, and partner cross-functionally with Legal, Finance, Customer Success, and Revenue Operations to resolve deal blockers and improve processes.

Serve as primary client contact for advisors and plan sponsors: answer inbound calls and emails, resolve administration issues, create and track tickets, host webinars, collaborate cross-functionally, share product feedback, and meet service level requirements to ensure client satisfaction.

Manage and retain top employer clients and pooled plans, handle inbound inquiries and change orders, conduct proactive outreach and client reviews, collaborate cross-functionally, create processes and playbooks, provide coverage to other service teams, document interactions, and escalate compliance or legal issues as needed.

Manage and optimize paid campaigns on Google Search and LinkedIn; write and test ad copy, creative, and landing pages; refine targeting and audiences; run and report on email campaigns and deliverability; monitor shared inbox and handle responses; iterate on budget and creative to drive clicks and leads; report performance metrics and trends.

Lead cross-functional initiatives to design scalable operational processes and system requirements. Drive roadmap prioritization, stakeholder engagement, documentation standards, and data-driven process optimization to improve efficiency and operational scalability in a retirement/financial services context.

Lead cross-functional program management to define operational and systems strategy, prioritize and execute a scalable roadmap, optimize processes, oversee governance and documentation, and use data-driven insights to improve efficiency and client experience across retirement and benefits platforms.

Manage and validate pricing-to-billing flows, maintain ARR calculations and commission systems, analyze pricing structures, own CRM/billing/commission platforms, prioritize cross-functional workstreams, maintain payment-related databases, and produce business requirements to enable scalable revenue operations solutions.

Support the VP of National Sales by building scalable dashboards and executive reporting, conducting ROI and sales-cycle analyses, managing discount budgets and commission workflows, and drafting strategic planning materials to scale the go-to-market model and identify growth opportunities.

The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.

Use knowledge of 529 and CSA plan mechanics and regulatory rules to produce compliant, accurate reporting. Design data models, queries, and governed analytics; identify and resolve data discrepancies and system issues. Manage end-to-end reporting cycles, automate manual processes, support data pipelines with engineering/product, handle reporting requests, draft Jira epics/stories with acceptance criteria, and document workflows, data models, and quality control procedures.