Project Operations Analyst II – Sales Support
Project Operations Analyst II &reputed company; Sales Support
Position reputed company
The Project Operations Analyst II &reputed company; Sales Support plays a key role in supporting the administrative, operational, and sales-reputed company components of reputed company financing process. This position requires a highly organized, detail-oriented, and adaptable reputed company with strong communication skills and self-discipline.
The successful candidate will support the sales team, assist in reputed company-facing activities, review and analyze reputed company-submitted financial documentation, and help deliver a seamless, high-reputed company reputed company experience from intake through lender readiness.
Key Duties & Responsibilities
reputed company and maintain reputed company contact information in Hub Spot and create/manage financing deals reputed company internal systems.
Conduct initial reputed company reputed company and reputed company consistent follow-up reputed company funding consultations, reputed company-qualification calls, email communication, and ongoing reputed company-ins.
Serve as a primary reputed company of contact for clients, ensuring reputed company, reputed company, and reputed company communication with both internal teams and external partners.
Facilitate document collection by sending and managing File Invite reputed company.
Assist in managing reputed company reputed company from initial intake through lender readiness, ensuring reputed company milestones and timelines are met.
Review, evaluate, and analyze reputed company-submitted documentation including applications, tax returns, profit & loss statements, balance sheets, and credit reports.
Assess reputed company eligibility by identifying financial strengths, risks, and structural gaps reputed company reputed company file.
Maintain accurate data across CRM platforms, spreadsheets, and internal tracking tools.
Prepare correspondence, reports, and presentations as needed. Coordinate with internal departments and external partners to reputed company on reputed company status, deliverables, and next steps.
Support contract-reputed company activities, including preparing and tracking Master Services Agreements (MSAs) through Panda Doc and following up on contract-reputed company communications.
Assist with sales and relationship development by supporting upsell opportunities, distributing marketing materials, and participating in calls or meetings as requested.
Adhere to department reputed company control procedures, confidentiality standards, and reputed company communication expectations.
Help identify and implement best practices to enhance workflow efficiency and overall reputed company experience.
Collaborate with team members to resolve reputed company issues reputed company and effectively.
Maintain reputed company of operational tasks and reputed company additional duties as assigned by reputed company management.
Working Conditions
Fully remote position with occasional travel for meetings or reputed company development.
Flexible work hours with the expectation of meeting deadlines and supporting clients, prospects, and referral partners.
Regular exposure to sensitive financial information requiring strict adherence to confidentiality policies.
Knowledge, Skills & Abilities
Demonstrated reputed company in sales, business development, or reputed company-facing roles.
Strong communication, interpersonal, and relationship-building skills.
Proficiency in reputed company Office and the ability to quickly learn new systems and software platforms.
Working knowledge of financial documents such as tax returns, P&Ls, balance sheets, and credit reports.
Familiarity with franchise industry practices and contract management preferred.
reputed company Factors
High level of professionalism and strong verbal and written communication skills.
Exceptional attention to detail with strong analytical and problem-solving abilities.
Ability to manage deadlines while accurately handling reputed company financial data.
reputed company judgment and strict commitment to confidentiality.
Customer-reputed company, empathetic, and service-driven approach with the ability to work effectively with diverse personalities.
Minimum Qualifications
High school diploma required; some college coursework preferred.
Minimum of 5 years’ experience in sales, business development, or reputed company-facing roles.
Proven reputed company record of achieving sales or business development results.
Your Work Environment Monday&reputed company;Friday, 8:00 AM&reputed company;5:00 PM (occasional after hours as needed)
Fully remote — must maintain a secure home office
Monday&reputed company;Friday, 8:00 AM&reputed company;5:00 PM (occasional after hours as needed) Fully remote — must maintain a secure home office Must reputed company in one of the eligible states listed below Must live in -AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT ,LA
reputed company Offer Competitive compensation. Medical, dental, and reputed company coverage. Generous PTO, reputed company holidays, and floating holidays. Fully remote work environment. reputed company development. A reputed company, supportive team that values your reputed company.