Sales Operations Associate

About the role

Behind many of life’s most important transactions — buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card — is a network of credit relationships. Setpoint provides critical infrastructure for relationships between the world’s largest banks, credit funds, and capital markets counterparties. We’re building trust in this system of credit.

We are looking for a Sales Operations Associate to join our team, reporting directly to the Director of Sales Operations!

This is an opportunity to have a big impact and partner closely with sales leadership to optimize processes, identify new insights that grow the business, maximize sales team efficiency, and enhance data-driven decision-making within our growing sales organization.

Who will love this job:

• A data-driven thinker – you enjoy analyzing metrics and using insights to improve sales processes and go to market strategy
• A systems builder – you can optimize CRM workflows and implement new software, minimizing non-value add work for sales teams
• A problem-solver – you thrive on identifying inefficiencies and finding resourceful and creative solutions to solve those problems
• A detail-oriented executor – you are highly organized and able to manage multiple projects while maintaining accuracy
• A strong collaborator – you enjoy working across teams, partnering with sales, marketing, product, and finance to drive impact

What you’ll do:

• Reporting - Work closely with sales leadership to improve pipeline management, support quarter-end close, and prepare the forecast and reporting required for financial planning and executive and board materials. Develop and maintain dashboards and complex reports to provide visibility into key sales metrics.
• Data Analysis - Analyze sales performance data to identify trends and opportunities for improvement across the sales process, pricing, and ideal customer profile
• Enablement & Project Management - Support sales team enablement by refining processes, training on those process revisions, creating easy to understand guides, and ensuring alignment with broader company goals
• Systems - Own the day-to-day management of HubSpot (our CRM), ensuring data integrity and optimized workflows. Assist in evaluating and implementing other sales tools and automation solutions.
• Cross-Functional Collaboration - Collaborate with marketing, finance, implementation, and revenue teams to ensure alignment and seamless operations
• Territory Management - Manage territory and lead distribution to ensure sales reps maintain a healthy pipeline, receive equitable account assignments, and have a balanced mix of core ICP and experimental accounts
• Support Account Enrichment - Enhance account data by identifying and filling key information gaps to support company qualification

You should have:

• 4+ years of experience in Sales Operations or a related role (ex. Revenue Operations, Business Operations, etc.)
• Experience with HubSpot (or other CRMs like Salesforce, etc.)
• Strong analytical skills, with experience modeling sales data, reporting, and forecasting
• Python experience is a plus
• Ability to manage multiple projects and work cross-functionally in a fast-paced environment
• Bachelor’s degree in a relevant field is preferred

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital. 

For all our employees, we offer a full slate of benefits from competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacation. Setpoint has offices in Austin, New York, and Park City, UT and we’re currently hiring remote team members for specific roles.

Compensation: $95,000 - $115,000 OTE, dependent on multiple factors, which may include the successful candidate's skills, experience, and other qualifications.

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.