Sales Operations Associate

Join Vestwell as a Sales Operations Associate, where you'll support the entire sales lifecycle, from contract execution to post-sale changes and ongoing data integrity. You'll work closely with various teams, including Sales, Legal, Finance, Revenue Operations, and Customer teams, to ensure deals close efficiently and data remains accurate. Your responsibilities will include contract generation and review, ad-hoc sales funnel support, post-sale change management, data hygiene, and cross-functional operational support. This role requires a bachelor's degree or equivalent experience, hands-on experience with Salesforce CRM, and 2-3 years of experience in sales operations or a similar role.

• Act as a primary point of support for contract generation, review coordination, redlines, execution tracking, and deal documentation.
• Support active opportunities by resolving data gaps, routing issues, and process blockers, and assist sales teams with opportunity updates.
• Manage post-sale changes such as amendments, pricing updates, plan changes, or account structure updates, and coordinate across teams to ensure accuracy.
• Bachelor’s degree or equivalent professional experience
• Hands-on experience with Salesforce CRM
• Ability to manage multiple requests simultaneously while maintaining accuracy and responsiveness
• Comfort working in a fast-paced, evolving environment
• Proficiency in Excel / Google Sheets and basic reporting
• Strong communication and follow-up skills, especially when working cross-functionally
• Strong attention to detail and comfort managing high-volume, transactional work
• 2–3 years of experience in Sales Operations, Revenue Operations, Deal Desk, or a similar commercial operations role
• Experience supporting a deal desk or contracting workflow
• Familiarity with post-sale change management processes
• Salesforce Admin experience or certification
• Prior experience supporting sales teams directly
• Experience with data cleanup, enrichment, or CRM governance initiatives
• Exposure to financial services, fintech, or private markets