H-1B Visa Sales Operations Specialist Jobs
Sales Operations Specialist roles qualify for H-1B visa sponsorship as specialty occupations requiring a bachelor's degree in business, analytics, or a related field. Employers in SaaS, enterprise software, and professional services sponsor regularly. The annual cap is 85,000 visas, with the lottery registration window opening each March.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Main point of contact for Prime Brokerage Clients for settlement related queries within BofA across products, markets, entity, trade status. Candidate must provide premium Client service and manage the risk and exposure of the clients' trading activity. Continuous Improvement efforts in the form of process enhancements, client analysis, or pushing strategic change are key in the role and achieving operational efficiency. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients and business partners on all settlement operational issues.
Responsibilities:
- Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
- Resolution and escalation of matched and unmatched trades for Clients settling in the Americas markets (US, Canada and Latin America)
- Timely response to client queries regarding the settlement of their trades
- Client fails reporting
- Break reconciliation investigation and resolution
- Performing and presenting client metrics analysis, being able to articulate a story via data with the aim to be an influencer for efficiency
BASIC QUALIFICATIONS
- 1-3 years of financial services experience
- Presentable, confident and client focused
- Client facing experience or ability to conduct discussions with Clients in a confident manner
- Excellent communications skills and ability to present to an audience
- Ability to work under pressure in a team environment
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
PREFERRED QUALIFICATIONS
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
SKILLS
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Main point of contact for Prime Brokerage Clients for settlement related queries within BofA across products, markets, entity, trade status. Candidate must provide premium Client service and manage the risk and exposure of the clients' trading activity. Continuous Improvement efforts in the form of process enhancements, client analysis, or pushing strategic change are key in the role and achieving operational efficiency. Directly interacting with Clients on a daily basis, you will be the main point of contact for clients and business partners on all settlement operational issues.
Responsibilities:
- Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
- Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
- Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
- Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
- Resolution and escalation of matched and unmatched trades for Clients settling in the Americas markets (US, Canada and Latin America)
- Timely response to client queries regarding the settlement of their trades
- Client fails reporting
- Break reconciliation investigation and resolution
- Performing and presenting client metrics analysis, being able to articulate a story via data with the aim to be an influencer for efficiency
BASIC QUALIFICATIONS
- 1-3 years of financial services experience
- Presentable, confident and client focused
- Client facing experience or ability to conduct discussions with Clients in a confident manner
- Excellent communications skills and ability to present to an audience
- Ability to work under pressure in a team environment
- Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate
- Ability to liaise with all levels of the firm and people with different experiences and backgrounds
PREFERRED QUALIFICATIONS
- Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
- Excels in working among diverse viewpoints to determine the best path forward
- Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
- Commitment to challenging the status quo and promoting positive change
- Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
- Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world
SKILLS
- Attention to Detail
- Customer and Client Focus
- Oral Communications
- Prioritization
- Problem Solving
- Account Management
- Analytical Thinking
- Coaching
- Written Communications
- Mentoring
- Research
- Result Orientation
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
See all 4,210+ H-1B Visa Sales Operations Specialist Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Sales Operations Specialist
Document your degree field precisely
USCIS scrutinizes whether your degree directly relates to sales operations work. Frame your transcript and credential evaluation to highlight coursework in business analytics, revenue operations, or CRM systems rather than listing a generic business degree.
Target companies already filing LCAs
Use the OFLC Wage Search to identify employers who have filed Labor Condition Applications for Sales Operations Specialist roles. Filings under SOC code 13-1161 confirm an employer understands the sponsorship process before you apply.
Search verified sponsors on Migrate Mate
Filter your job search on Migrate Mate by H-1B filing history to surface employers who have sponsored this exact role. That data comes from DOL LCA disclosures, so you're targeting companies with a proven track record, not just stated openness to sponsorship.
Clarify premium processing before accepting
Standard H-1B adjudication runs several months, which can conflict with an employer's CRM implementation deadlines or fiscal-year headcount timelines. Confirm during the offer stage whether your employer will file with premium processing to avoid a delayed start date.
Verify the specialty occupation argument for your specific duties
Sales operations roles vary widely. If your position blends administrative coordination with analytics, ensure the job description the employer submits to USCIS emphasizes duties requiring degree-level knowledge, such as pipeline forecasting, revenue modeling, or Salesforce architecture.
Use O*NET to benchmark your role classification
Pull the O*NET profile for Business Operations Specialists or Management Analysts to confirm your listed duties align with recognized specialty occupation categories. Misaligned duty descriptions are a common reason H-1B petitions in sales-adjacent roles receive Requests for Evidence.
H-1B Visa Sales Operations Specialist: Frequently Asked Questions
Does a Sales Operations Specialist role qualify as an H-1B specialty occupation?
Yes, provided the position requires a bachelor's degree or higher in a directly related field such as business, finance, or data analytics. Roles focused on CRM management, revenue forecasting, and process optimization consistently meet the specialty occupation standard. Roles that are primarily administrative coordination without degree-level analytical duties may face USCIS scrutiny, so the job description must reflect the analytical complexity of the work.
Which industries most commonly sponsor H-1B visas for Sales Operations Specialists?
SaaS companies, enterprise software vendors, financial services firms, and management consulting organizations sponsor most frequently for this role. These industries rely heavily on CRM platforms, revenue intelligence tools, and data-driven pipeline management, which creates demand for analytically trained specialists. You can browse H-1B-sponsoring employers hiring for this role directly on Migrate Mate, filtered by verified LCA filing history.
What SOC code does USCIS typically use for Sales Operations Specialist petitions?
Most H-1B petitions for Sales Operations Specialists are filed under SOC code 13-1161, Business Operations Specialists. Some employers file under 13-1111, Management Analysts, depending on how the role is structured. The SOC code affects the prevailing wage tier your employer must meet, so confirming the classification with your employer's immigration counsel before the LCA is filed matters for your compensation offer.
How does the H-1B lottery affect my timeline for starting a Sales Operations Specialist job?
If you're subject to the cap, your employer must register you in the USCIS lottery each March, with an October 1 start date if selected. That gap can be six months or longer from offer to start. Employers hiring from the cap-exempt pool, such as universities or nonprofit research organizations, can file any time. If your current OPT or STEM OPT is expiring, confirm your exact authorization end date before accepting an offer that depends on lottery selection.
Can I transfer my H-1B to a new employer if my Sales Operations role changes scope?
Yes. H-1B portability under AC21 allows you to start working for a new employer as soon as the transfer petition is filed, provided your original H-1B has been approved and you've maintained valid status. If the new role differs significantly in duties or SOC code from your original petition, your new employer must establish the specialty occupation basis independently. A shift from operational support to a senior revenue operations or analytics leadership role typically requires documenting the new duties thoroughly.