Sales Operations Specialist

In this position, you will assist with core Sales Operations administrative processes and support merchant application workflows. You will partner with Sales, Business Development, Underwriting, and internal support teams to ensure accurate information, organized documentation, and smooth coordination across stakeholders. We are looking for a candidate who is organized, eager to learn, and thrives in a detail-focused, process-driven role. In this position, you will make immediate contributions to the organization.  

Job duties/responsibilities would include but are not limited to: 

Key Responsibilities 

• Maintain accurate Salesforce data by updating opportunities and related records based on provided information 

• Ensuring Salesforce required fields and data points are complete and accurate 

• Support data quality efforts by identifying and correcting inconsistencies in system records 

• Partner with Sales Operations and Salesforce Admin teams on basic system updates and administrative tasks 

• Cross-train with team members to build broader understanding of Sales Operations processes 

• Supporting Sales teams with merchant application completion and required documentation 

• Reviewing merchant application packages for completeness and identifying missing information prior to submission 

• Support communication with Underwriting and internal partners during the application process 

• Learn and apply foundational knowledge of card brands (Visa, Mastercard, Discover) and merchant services processes 

• Maintain and update documentation and internal support guides 

Education and Qualifications 

• Bachelor’s Degree in Business, Marketing, Finance, Communications, or a related field (or equivalent experience) 

• Strong attention to detail and organizational skills 

• Ability to manage multiple tasks and stay organized in a fast-paced environment 

• Strong written and verbal communication skills 

• Proactive mindset with a willingness to learn and take on new responsibilities 

• Ability to collaborate effectively across teams 

• Ability to work in the Lenexa, KS office (3 days per week) 

Preferred Qualifications 

• Experience or internship exposure in operations, administrative support, or business-related roles 

• Familiarity with Salesforce (SFDC) or other CRM tools 

• Exposure to payments, financial services, or SaaS environments