Sales Operations Associate, Setpoint
$95-115k
OTE
+ Stock options
Infrastructure for the future of asset-based lending
Be an early applicant
Infrastructure for the future of asset-based lending
21-100 employees
Be an early applicant
$95-115k
OTE
+ Stock options
21-100 employees
Company mission
To build trust in our system of credit.
Role
Who you are
- A data-driven thinker – you enjoy analyzing metrics and using insights to improve sales processes and go to market strategy
- A systems builder – you can optimize CRM workflows and implement new software, minimizing non-value add work for sales teams
- A problem-solver – you thrive on identifying inefficiencies and finding resourceful and creative solutions to solve those problems
- A detail-oriented executor – you are highly organized and able to manage multiple projects while maintaining accuracy
- A strong collaborator – you enjoy working across teams, partnering with sales, marketing, product, and finance to drive impact
- 4+ years of experience in Sales Operations or a related role (ex. Revenue Operations, Business Operations, etc.)
- Experience with HubSpot (or other CRMs like Salesforce, etc.)
- Strong analytical skills, with experience modeling sales data, reporting, and forecasting
- Python experience is a plus
- Ability to manage multiple projects and work cross-functionally in a fast-paced environment
- Bachelor’s degree in a relevant field is preferred
What the job involves
- We are looking for a Sales Operations Associate to join our team, reporting directly to the Director of Sales Operations!
- This is an opportunity to have a big impact and partner closely with sales leadership to optimize processes, identify new insights that grow the business, maximize sales team efficiency, and enhance data-driven decision-making within our growing sales organization
- Reporting - Work closely with sales leadership to improve pipeline management, support quarter-end close, and prepare the forecast and reporting required for financial planning and executive and board materials. Develop and maintain dashboards and complex reports to provide visibility into key sales metrics
- Data Analysis - Analyze sales performance data to identify trends and opportunities for improvement across the sales process, pricing, and ideal customer profile
- Enablement & Project Management - Support sales team enablement by refining processes, training on those process revisions, creating easy to understand guides, and ensuring alignment with broader company goals
- Systems - Own the day-to-day management of HubSpot (our CRM), ensuring data integrity and optimized workflows. Assist in evaluating and implementing other sales tools and automation solutions
- Cross-Functional Collaboration - Collaborate with marketing, finance, implementation, and revenue teams to ensure alignment and seamless operations
- Territory Management - Manage territory and lead distribution to ensure sales reps maintain a healthy pipeline, receive equitable account assignments, and have a balanced mix of core ICP and experimental accounts
- Support Account Enrichment - Enhance account data by identifying and filling key information gaps to support company qualification
Our take
Whilst tech innovations have made applying for a loan far quicker and easier, the next step in the process - the management of the loan - is far more complex and still comparatively archaic in its organization. Originators and lenders use spreadsheets, emails and FTP folders to manage their lending relationships, rendering the process inefficient and prone to errors. Setpoint automates the debt facility management process for lenders.
Founded in 2021, the company claims 98% time saving for lenders, automating data ingestions, calculations and reporting workflows whilst its AI engine computes optimal asset allocation to max ROI. Financial liquidity is increased through access to automated access to third-party reviews and certifications, compliantly accelerating capital access. In short, Setpoint streamlines the second, more oblique stage of the lending relationship.
Focused on the property market, Setpoint’s tech could be expanded to other markets. Its focus on real estate, however, has helped it achieve several impressive funding rounds and a 6x year-over-year revenue growth.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Aug 2024
$31m
SERIES B
Dec 2022
$43m
SERIES A
Total funding: $79.5m
Company HQ
Congress Avenue Historic District, Austin, TX
Leadership
Stuart Wall
(CEO)Previously Venture Partner at Bowery Capital, Founder & CEO at Signpost and was an Associate Consultant at Bain & Company.
Ben Rubenstein
(President)Previously CRO at realtor.com, Co-Founder and CEO at opcity and was a Co-Founder at Yodle.
Michael Lam
(Chief Investment Officer)Previously COO at realtor.com, was on the Policy Advisor Board at Joint Center for Housing Studies, CFO and Head of Analytics at Opcity, President and Co-Founder at Pendleton International Corp.
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