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First Help FinancialFF

Sales Operations Associate

First Help Financial is a US-based auto finance company founded in 2006 that provides auto loans to underserved consumers with limited access to traditional financial services. The company offers flexible financing options and multilingual support to help customers make informed decisions.

First Help Financial

Employee count: 201-500

United States only

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First Help Financial (FHF) is a fast-growing and culturally diverse company in the U.S. We provide auto loans to the underserved and care for our customers and partners with exceptional service. Through flexible financing options and tri-lingual support, we offer consumers an easier way to finance their first car. We lend to and support our portfolio which has consistently grown 30%+ each year over the last nine years.

Here you will find hard-working colleagues who come from over 20 countries. We hold ourselves to the highest standards of professionalism but also enjoy our work. Our culture and benefits are geared towards making you successful in life and comfortable at work.

Your Title: Sales Operations Associate

Your Location: Remote/Anywhere in the United States

You Report To: Sales Operations Manager

Compensation: A starting base salary of $67,808 or more plus a semi-annual performance bonus, depending upon experience

Learn more about our awesome Sales team!

About the Opportunity:
First Help Financial, voted and certified as a “Great Place to Work” by our workforce for five years in a row, is adding a new partner to our Sales department to accommodate our remarkable growth!

We are seeking a highly motivated professional to serve as Sales Operations Analyst as we grow our sales team. You will be administering the details of the sales process, effectively communicating between the sales team and management, and supporting the efficiency, effectiveness, and success of the sales team. You will also provide a supporting role for all sales departments as it pertains to all operational matters. The primary duty is to ensure the sales departments run efficiently by providing proper communication, accurate data and administrative duties as assigned.


What you will do:

Your duties include, but are not limited to:

Salesforce.com (CRM Platform)

  • Own day-to-day Salesforce administration for the sales organization
  • Manage the Salesforce enhancement backlog, prioritize requests, and maintain a delivery roadmap
  • Administer users, profiles, roles, permission sets, and security model
  • Build and maintain reports and dashboards used by Sales leadership and field teams
  • Gather enhancement ideas monthly through structured feedback from users and management
  • Translate business requirements into clear technical requirements
  • Partner with the FHF Technology team as an Agile stakeholder on Salesforce-related initiatives
  • Troubleshoot user issues and system defects as the Salesforce SME for Sales
  • Support and maintain integrations and tools, including:
    • Salesforce Maps
    • Pardot / Marketing Cloud Account Engagement
    • DocuSign
    • Roll-Up Helper
    • Sigma and other integrations
  • Reporting and Analysis
    • Coordinate and collate reporting from different data sources: (LOS, Sigma, Funding Dashboard, etc)
    • Work with Sales VP and Sales Ops Manager to study existing metrics and develop future metrics to optimize sales performance
    • Work with Sales VP and Sales Ops Manager to analyze sales process and identify gaps
    • Analyze overall sales data for growth and improvement opportunities

What you Bring:

  • Bachelor's Degree required
  • Active/Current Salesforce.com Administrator Certification required
  • 2+ years of Salesforce administration experience in a business environment, with an understanding of different business units and what they need
  • Proven experience designing and administering Salesforce solutions, including custom objects, custom fields, picklists, page layouts, Flows, approval processes, validation rules, custom tabs, reports, dashboards, and email templates in alignment with Salesforce best practices
  • Will eventually own and administer key tools and integrations, including: Salesforce Maps, Territory Management, Pardot, Sigma integrations, Rollup Helper, and DocuSign (prior experience not required)
  • Customer service-focused, energetic personality, professionalism, and a desire to assist
  • Strong interpersonal and teamwork skills
  • Excellent written and verbal communication skills
  • Strong computer skills (knowledge of Microsoft Excel, PowerPoint, and Word)

FHF Benefits:

  • Great Perks – We offer generous salaries, competitive health and welfare benefits, paid vacation, 401(k) match, tuition reimbursement, quarterly social outings, monthly lunches, a robust employee recognition, and training development program to enhance your career with us.
  • Culture - We are believers in maintaining a healthy work-life balance. While we work hard and care deeply about our customers and partners, we want you to have room for your family, friends, and yourself.
  • Growth - Company growth provides unprecedented career growth. FHF’s extraordinary year over year growth in revenue and new markets provides opportunity for you to establish and develop your career growth. We engage each employee to build a career plan that benefits everyone and we have a proven record of investing in you.

Diversity and Inclusion:

FHF is committed to building a culture that respects and embraces all walks of life, inclusive of all genders, race, culture, age, sexual orientation, and other identities. We will make accommodations when interviewing anyone with special needs.

About the job

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Full Time

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United States +/- 0 hours

About First Help Financial

Learn more about First Help Financial and their company culture.

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First Help Financial (FHF) is an innovative and fast-growing auto finance company headquartered near Boston, Massachusetts. Founded in 2006, the company has dedicated over a decade to serving customers with limited access to traditional financial services. First Help Financial's core mission is to provide fairly priced auto loans to consumers who are often overlooked or mispriced by conventional financial institutions. The company strives to empower these individuals by offering flexible financing options and native-language support, including English, Spanish, and Portuguese, to help them make informed financial decisions, particularly when purchasing their first car.

First Help Financial has demonstrated significant growth, consistently expanding its portfolio by over 30-40% annually in recent years. The company operates in numerous states across the U.S. with offices in Needham, MA, and Phoenix, AZ, and has plans to expand its services to all 50 states. FHF prides itself on its customer-centric approach, providing support throughout the entire loan life cycle, from application to payoff. This includes a personalized final review to ensure customers are well-informed about their loan terms and a comprehensive welcome package. The company emphasizes its values of Compliance, Customer, and Colleagues, holding itself to high standards of professionalism while fostering a supportive work environment. Recognized as a 'Great Place to Work' for multiple consecutive years, First Help Financial values culture, diversity, collaboration, and work-life harmony, investing in its employees' careers and well-being. The company is privately held, with the Treacy family as the majority owner.

Employee benefits

Learn about the employee benefits and perks provided at First Help Financial.

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Paid vacation

The company offers paid vacation.

Life insurance

Life insurance is an offered benefit.

Some meals provided

Some meals are provided by the company.

Health insurance

Affordable health insurance is provided.

View First Help Financial's employee benefits
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