Project Operations Analyst II – Sales Support

Project Operations Analyst II – Sales Support Position Summary The Project Operations Analyst II – Sales Support plays a key role in supporting the administrative, operational, and sales-related components of Benetrends Financial financing process. This position requires a highly organized, detail-oriented, and adaptable professional with strong communication skills and self-discipline. The successful candidate will support the sales team, assist in client-facing activities, review and analyze client-submitted financial documentation, and help deliver a seamless, high-quality client experience from intake through lender readiness. Key Duties & Responsibilities 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. Working Conditions Fully remote position with occasional travel for meetings or professional development. Flexible work hours with the expectation of meeting deadlines and supporting clients, prospects, and referral partners. Regular exposure to sensitive financial information requiring strict adherence to confidentiality policies. Knowledge, Skills & Abilities 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. Success Factors High level of professionalism and strong verbal and written communication skills. Exceptional attention to detail with strong analytical and problem-solving abilities. Ability to manage deadlines while accurately handling complex financial data. Sound judgment and strict commitment to confidentiality. Customer-focused, empathetic, and service-driven approach with the ability to work effectively with diverse personalities. Minimum Qualifications High school diploma required; some college coursework preferred. Minimum of 5 years’ experience in sales, business development, or client-facing roles. Proven track record of achieving sales or business development results. Your Work Environment Monday–Friday, 8:00 AM–5:00 PM (occasional after hours as needed) Fully remote — must maintain a secure home office Monday–Friday, 8:00 AM–5:00 PM (occasional after hours as needed) Fully remote — must maintain a secure home office Must reside in one of the eligible states listed below Must live in -AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT ,LA

What We Offer

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. Apply To This Job