Our client is hiring a full-time, on-site Sales Operations Analyst in the Charleston area to keep

sales systems, reps and outsourced partners running smoothly. The company is a growing fintech helping small and mid-sized businesses get the

capital they need to grow. The sales organization blends in-house Direct Sales and Renewals teams with

outsourced SDR partners, all running on a shared tech stack.

As a Sales Operations Analyst, you will be the go-to person who gets reps set up, keeps them

productive, and makes sure nothing falls through the cracks. You will own system onboarding and

account administration for every new rep, in-house and outsourced. You will support training and

enablement, document every meeting Sales Ops is part of, and pull light reporting that helps leaders

make decisions.

This is an entry-level role with a real growth path. You will work side by side with the Sales Operations

Manager and learn CRM administration, automation, vendor management and reporting from the

ground up.

This is a full-time, on-site position based in Charleston, SC.

Key responsibilities

Rep onboarding and system access

• Create user accounts for new hires across our sales stack, including Zoho CRM, JustCall, Slack,
• Google Workspace and internal platforms.
• Assign the right roles, profiles, permissions, phone numbers and routing settings so reps can
• work on day one.
• Handle password resets, lockouts, access changes and deactivations for departing users.
• Keep a user access tracker current so we always know who has access to what.

BPO vendor support

• Provide the same onboarding, account setup, resets and offboarding for outsourced SDR reps
• across multiple vendor teams.
• Serve as a day-to-day point of contact for vendor team leads on system access and "how do I"
• questions.
• Maintain an accurate roster of active vendor reps and seats to support cost tracking and invoice
• reconciliation.

Training and enablement

• Help prepare and deliver system training for new and existing reps, in person and over video.
• Build and update onboarding checklists, SOPs, quick-reference guides and process docs.
• Update training materials when CRM workflows, routing rules or sales processes change.

Meeting notes and documentation

• Attend meetings Sales Ops is part of and capture notes, decisions and action items.
• Send clean, organized recaps within one business day and maintain a searchable meeting
• archive.
• Track action items to completion and follow up with owners.

Light reporting and data hygiene

• Pull recurring reports from Zoho CRM, Metabase and JustCall, such as rep activity, call metrics
• and user counts.
• Run basic data quality checks and flag duplicates, missing fields or records that look off.
• Support and ticketing
• Triage system issues from reps and either resolve them or log clear engineering tickets in Linear.
• Test new CRM changes and automations before they go live to the sales floor.

Required Qualifications:

• 0–2 years of experience in sales operations, sales support, CRM administration, IT help desk,
• recruiting coordination or a similar operations role. Strong internships count.
• Comfort learning new software quickly and walking others through it.
• Strong written communication: clear notes, recaps and step-by-step instructions.
• Excellent organization and follow-through across many small requests at once.
• Working knowledge of Google Workspace (Sheets, Docs, Drive, Calendar) and Slack.
• Ability to work on-site in the Charleston area during business hours.

Nice to have:

• Hands-on experience with Zoho CRM, Salesforce, HubSpot or another CRM.
• Exposure to dialer or phone systems such as JustCall, RingCentral or Aircall.
• Familiarity with reporting tools such as Metabase, Looker or Tableau, or strong spreadsheet
• skills.
• Experience working with outsourced, offshore or BPO teams.
• Curiosity about automation tools such as n8n or Zapier, or AI tools such as Claude.
• Bachelor's degree in business, information systems or a related field, or equivalent experience.
• Background in financial services, lending or a fast-growing sales organization.

Personality qualities:

• You will thrive here if you like being the person others rely on to make things work.
• Service-minded. You enjoy helping people and treat a rep who is locked out at 8:55 a.m. as your
• top priority.
• Detail-obsessed. You notice the wrong permission, the missing field and the duplicate record
• before they become problems.
• Organized and reliable. You track every request to closure and never let an action item quietly
• disappear.
• Patient teacher. You can explain the same system five times, five different ways, without losing
• your cool.
• Curious and proactive. You ask "why does this work this way?" and suggest fixes instead of just
• logging complaints.
• Calm under pressure. Busy onboarding weeks and shifting priorities don't rattle you.
• Clear communicator. Your notes and messages are short, specific and easy to act on.
• Discreet. You handle user access and business data with care and good judgment.
• Team player. You work well with sales reps, managers, engineers and vendor partners alike.

Perks and incentives:

• Competitive base salary and quarterly incentive bonus
• In-office culture in downtown Charleston with free on-site parking
• Comprehensive health, dental, and vision coverage
• Flexible PTO

Catch Talent is a high-touch recruiting agency that delivers end-to-end talent acquisition solutions to growing technology, digital media, and professional services companies. Headquartered in Charleston, SC, Catch brings decades of technical recruiting expertise to local and national clients and offers a full range of flexible solutions, including direct placement hiring, recruitment process outsourcing, contract and contract-to-hire models. Catch specializes in the entire talent attraction lifecycle by sourcing and recruiting qualified candidates who are interview-ready, culturally aligned, and ready to make an immediate impact - learn how at catchtalent.com.

Catch Talent provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.