Sales Operations Coordinator at Neat Capital

| Greater Boulder Area
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Neat Capital is looking for a sales operations coordinator who wants to work for a growing and ambitious company. This position requires strong interpersonal and organizational skills and the ability to respond to any inquiries via telephone or computer in a quick and effective manner. This position provides fantastic exposure to the entire sales process, and it is well suited for anyone with sales, customer service, marketing, and communications background. Experience with HubSpot is highly valued.

What you’ll do day-to-day:

  • Assist sales team by developing client outreach communications (email templates, text templates, etc.)
  • Assist with CRM (HubSpot) questions so that our sales team can effectively use the system to communicate or outreach to clients
  • Ensure the sales team has everything needed to self-source leads (business cards, flyers, giveaways, etc.)
  • Handle the processing of all orders with accuracy and timeliness
  • Inform sales team of unforeseen delays or problems related to their requests
  • Identify shortcomings and propose improvements in sales support
  • Preparing and editing sales correspondence – phone, text and email
  • Collaborate with marketing for the development of additional sales collateral
  • Run weekly meetings with sales team to make sure all needs are met
  • Take meeting notes and delegate to get things done
  • Update the team on a regular basis and keep communication flowing

Skills that you must possess:

  • College degree and have experience related to the position
  • Be able to efficiently respond to any online or telephone queries in a calm and friendly manner
  • Have fantastic computer, customer service, communication, administrative and organizational skills
  • Experience with a Customer Relationship Management system (ideally, HubSpot)
  • Be ambitious and an advocate for change to improve sales support process


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2560 55th Street Suite 101 , Boulder, CO 80301

What are Neat Capital Perks + Benefits

Neat Capital Benefits Overview

Join a growing fintech company with the goal of revolutionizing the home financing process. We range from mortgage industry experts to tech gurus and numbers nerds. As a company, we support work-life balance for our dedicated and hard-working team—whether that’s time to spend with our families or in the great outdoors-- including Powder Days. We are also looking to make an impact: 1% of our company equity has been donated to charity.

Volunteer in local community
Eat lunch together
Daily stand up
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Happy Hours
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Send resume to Jen Farmer at [email protected]
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