Sales Administrator, Sr Associate-1

📋 Description

• Provide administrative and operational support to the Sales team across the merchant lifecycle.
• Manage, track, and process incoming sales leads in a timely and accurate manner.
• Assist merchants and Sales with underwriting requirements: collect, review, and submit documentation.
• Coordinate with Underwriting, Risk, Compliance to move applications forward.
• Maintain accurate CRM records and internal files; ensure documentation is complete.
• Hybrid role: onsite 4 days/week with 1 day remote in Westlake Village, CA.

🎯 Requirements

• Strong organizational skills with high attention to detail.
• Prioritize tasks and manage multiple requests in a fast-paced environment.
• Proficient in written and verbal communication with internal teams and external merchants.
• Experience with CRM systems, documentation workflows, or sales support tools.
• Ability to work independently while collaborating with a team.
• Problem-solving mindset; follow established procedures and escalate issues when necessary.