Job Details Description

Join Fintech in Tampa, Florida as a Sales Operations Analyst!

The Sales Operations Analyst primary responsibility is to operate within Fintech’s CRM system (Salesforce) to research and assign leads, provide reporting and support the sales team initiatives. Along with the CRM system, the Sales Operations Analyst will initiate the onboarding process for new customers, as well as troubleshooting problems with the new enrollment entries. The Sales Operations Analyst is a champion of Fintech to our internal teams and follows the Company’s philosophy of providing excellent support and communication.

Essential Functions: Salesforce Lead Routing, Research and Reporting

Daily monitoring of incoming enrollments forms

Reviewing enrollment forms for completeness and gathering any missing information

Using multiple software programs to process enrollments

Filing enrollment forms electronically on a shared drive

Following up with internal colleagues to ensure that all enrollment issues are resolved, and forms are processed to completion.

Adding notes and actions items into internal database

Running daily, weekly and monthly reports in Salesforce and Excel

Other duties as assigned Qualifications: 1 year of Sales or Sales Operations experience required

Ability to interact and communicate with internal teams in an effective and courteous manner

Excellent communication skills, both verbal and written

Detail-oriented with excellent organizational skills

Ability to prioritize to meet timelines

Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)

Experience with a client relationship management (CRM) software application (SalesForce.com preferred, but not required)

Ability to work independently as well as part of a team Our Benefits: Hybrid Work

Employer Matched 401K

Company Paid Medical Insurance Option for Employee and Dependent Children

Company Paid Dental Insurance for Employee

Company Paid Vision Insurance for Employee

Company Paid Long and Short-Term Disability

Company Paid Life and AD&D Insurance

18 Paid Vacation Days a Year

Six Paid Holidays

Employee Recognition Programs

Holiday Bonus

Incentive Compensation

Community Outreach Opportunities

Business Casual Dress Code About Fintech:

Fintech, a pioneering accounts payable (AP) automation solutions provider, has dedicated nearly 35 years to automating invoice processing between retail and hospitality businesses, and their supply chain partners. Backed by leading investors TA Associates and General Atlantic, it stands as a leader in this sector. Its flagship product, PaymentSource®, was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today, it is utilized by over 267,000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment, streamlines payment collection, and facilitates comprehensive data capture for over 1.1 million business relationships. Recognizing operational hurdles, Fintech expanded its payment capabilities to include scan-based trading/consignment selling for its vendors and retailers and built an advanced CRM tool with functionality to fortify vendor, supplier, and distributor field execution, addressing diverse profit center challenges. For more information about Fintech and its range of solutions, please visit .

Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify. Qualifications

Skills

Behaviors

: Motivations

: Education

Experience

Licenses & Certifications

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the notice from the Department of Labor.