SavvyMoney

Compensation

Full Description

Sales Operations Specialist (Dublin, CA or USA Remote) SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,500 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms. SavvyMoney is recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company. Our corporate offices are in Dublin, CA and we offer a hybrid work environment with some days at the corporate office and some days working from home. We are looking for a Sales Operations Specialist to support our growing sales team by streamlining operations, maintaining pricing accuracy, and improving sales workflows. This role is ideal for someone who enjoys documenting and building scalable processes in a fast-paced, evolving environment. You will be responsible for pricing reviews and audits, Salesforce data management, and sales process optimization to improve efficiency and enable growth. Responsibilities - Sales Process Development & Support Develop, document, and refine sales processes to improve operational efficiency and scalability. Assist the sales team by managing pricing entry, review, and auditing in Salesforce CPQ. Support lead and opportunity management workflows, ensuring proper tracking and handoffs. Work closely with sales leadership to improve forecasting, pipeline visibility, and reporting. Identify and implement tools, workflows, and automation to streamline sales operations. Salesforce & CRM Data Management Maintain data integrity within Salesforce, ensuring accurate and up-to-date records. Manage pricing configurations, product catalog updates, discount structures, and approval workflows in Salesforce CPQ. Ensure that contract terms and pricing are accurate, compliant, and properly tracked. Reporting & Analytics Create and maintain insightful reports, dashboards, and analytics to track sales performance. Analyze large volumes of transactional data using Excel (Pivot Tables, XLOOKUP, etc.) and Salesforce data to identify trends and insights. Provide actionable recommendations to optimize sales strategies and improve efficiency. Cross-Functional Collaboration Work closely with Sales, Finance, and Legal teams to ensure smooth execution of pricing and contract workflows. Collaborate with Marketing and Product teams to support sales initiatives and campaign tracking. Experience - Skills/Experience 3+ years of experience in sales operations, revenue operations, or a similar role. Proficiency in Salesforce CRM and CPQ with a strong understanding of pricing workflows and data management. Strong Excel skills required (e.g., Pivot Tables, XLOOKUP) and ability to work with large volumes of transactional data. Strong analytical skills, accuracy, and attention to detail. Ability and willingness to meet business-critical deadlines. Quick learner with the ability to identify and resolve issues efficiently. Self-starter and team player, comfortable working in a fast-paced, rapidly changing environment. Ability to effectively interact, verbally and in writing, with colleagues at all levels of the company. Strong time management and organizational skills. Why Join SavvyMoney? This role is ideal for someone who thrives in structured, process-driven environments, enjoys working with sales data and pricing strategies, and has experience in Salesforce CPQ and contract management. If you are looking to build and improve sales operations in a high-growth company, we’d love to hear from you! Base Salary The annual base salary for this position is between $110,0000 and $115,000 depending upon experience. Additionally we provide Annual Bonus potential Equity compensation package Flexible Time Off Policy (Take time as you need it) 401(k) with Employer contribution Medical, Dental, Vision – 100% premium paid for employee Opportunity for career growth and challenge Beautiful California East Bay offices in Dublin, CA SavvyMoney’s EEO Statement SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer. We are committed to protecting your data. To learn more, please review the SavvyMoney Employee Privacy Policy Notice here