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Benetrends Financial logo
Benetrends Financial

Funding your business. Fueling your growth.

Project Operations Analyst II – Sales Support

Project ManagerProject ManagerFull TimeRemoteSeniorTeam 51-200Since 1983H1B No SponsorCompany SiteLinkedIn

Location

Arizona + 16 moreAll locations: Arizona | California | Colorado | Florida | Iowa | Louisiana | New Jersey | New York | North Carolina | Ohio | Maryland | Michigan | Minnesota | Pennsylvania | South Carolina | Texas | Utah

Posted

75 days ago

Salary

0

Seniority

Senior

High School5 yrs expEnglish

Job Description

Project Operations Analyst II – Sales Support

Benetrends Financial

• Enter and maintain client contact information in Hub Spot and create/manage financing deals within internal systems. • Conduct initial client outreach and provide consistent follow-up via funding consultations, pre-qualification calls, email communication, and ongoing check-ins. • Serve as a primary point of contact for clients, ensuring clear, timely, and professional communication with both internal teams and external partners. • Facilitate document collection by sending and managing File Invite access. • Assist in managing client projects from initial intake through lender readiness, ensuring all milestones and timelines are met. • Review, evaluate, and analyze client-submitted documentation including applications, tax returns, profit & loss statements, balance sheets, and credit reports. • Assess client eligibility by identifying financial strengths, risks, and structural gaps within each 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 align on client status, deliverables, and next steps. • Support contract-related activities, including preparing and tracking Master Services Agreements (MSAs) through Panda Doc and following up on contract-related 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 quality control procedures, confidentiality standards, and professional communication expectations. • Help identify and implement best practices to enhance workflow efficiency and overall client experience. • Collaborate with team members to resolve client issues efficiently and effectively. • Maintain oversight of operational tasks and perform additional duties as assigned by Benetrends Financial management.

Job Requirements

  • High school diploma required; some college coursework preferred.
  • Minimum of 5 years’ experience in sales, business development, or client-facing roles.
  • Demonstrated success in sales, business development, or client-facing roles.
  • Strong communication, interpersonal, and relationship-building skills.
  • Proficiency in Microsoft 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.

Benefits

  • Competitive compensation.
  • Medical, dental, and vision coverage.
  • Generous PTO, paid holidays, and floating holidays.
  • Fully remote work environment.
  • Professional development.
  • A collaborative, supportive team that values your success.

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