Sales Operations Specialist
About Bluevine
Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we’re empowering entrepreneurs to grow with confidence.
Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we’ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.
At Bluevine, you’ll be part of a collaborative, fast-paced team that’s reshaping the future of banking. Ready to make an impact?
ABOUT THE ROLE:
The Sales Operations Specialist will focus on driving efficiencies and effectiveness of Bluevine Sales teams and provide operational support of strategic Sales objectives & priorities.
WHAT YOU'LL DO:
- Foster strong and effective partnerships with the Sales and Account Management teams in the Lending and Banking business units
- Work cross functionally with Marketing, Biz Ops, Product, R&D and Customer Success in support of Bluevine business objectives
- Partner with Sales Management to oversee day-to-day process execution and adherence to policies, identify problems, recommend and take corrective actions.
- Manage sales compensation design and administration
- Proactively monitor and strive to maintain high levels of data hygiene and process consistency in Salesforce.
- Coordinate with Go-to Market teams on process, tracking and administration of new sales initiatives and products
- Provide overall support and departmental coordination for team inquiries, ad- hoc requests, and projects
- Plan and execute the tactical elements of Sales to enforce best practices and continuously improve effectiveness: sales model/processes/methodologies, KPIs, productivity metrics, lead management.
- Manage Sales technology stack and provide sales enablement for Salesforce, Outreach, DialPad, Chorus, LinkedIn Navigator, ZoomInfo and LeanData.
WHAT WE LOOK FOR:
- 8+ years of Sales Operations experience in a SaaS based company.
- Salesforce proficiency with experience creating automation and managing all declarative functionality.
- Salesforce Admin Certification preferred.
- Experience managing Sales Compensation.
- Advanced knowledge of Sales tools (Salesforce, Outreach, DialPad, Chorus, LeanData, LinkedIn Navigator and ZoomInfo).
- Experience partnering with Sales in support of streamlining processes, optimizing output and increasing velocity.
- Self-starter capable of independently managing multiple projects & priorities.
- Exceptional problem solving skills with demonstrated ability to structure complex problems and develop solutions.
- Technology start-up experience is a plus!
Benefits & Perks
- Excellent group health coverage and life insurance
- Stock options
- Hybrid work model
- Meal allowance
- Transportation assistance (terms and conditions apply)
- Generous paid time off plan, Holidays
- Company-sponsored mental health benefits
- Financial advisory services for both short- and long-term goals
- Learning and development opportunities to support career growth
- Community-based volunteering opportunities
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