Sales Operations Associate Jobs
Sales Operations Associate jobs are open across technology, healthcare, financial services, and manufacturing, at every level from entry-level to senior associate, with specializations in CRM administration, revenue operations, and sales process optimization. Find a role that fits below and apply directly.
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Showing 5 of 130+ Sales Operations Associate jobs
Who we are looking for
We are looking for bright, enthusiastic and hard-working individuals with a keen interest in learning about and accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.
Why this role is important to us
The team you will be joining is a part of our State Street Alternatives operation. We are a recognized industry-leading provider of fund accounting, fund administration and risk services to alternative investment fund managers. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
- Complete the daily processing and monitoring of fund activities• Prepare capital call and distribution calculations; related notices to investors
- Prepare/Review periodic bank and cash reconciliations and post journal entries
- Prepare quarterly management fee calculations
- Preparation of waterfall calculations and capital account allocations
- Prepare fund trial balances and supporting workpapers.
- Assist the quarter-end book closing process
- Assist in managing internal workflow to ensure internal processing and client deadlines are met
- Work with other services departments to resolve errors/issues or to reconcile discrepancies'
- Establish and maintain good working relationships with internal clients and colleague
- Ensure all processes are in line with the SLA and escalate if necessary
- Participate in special client or internal projects as required
- Assist in new business setup and conversions;
- During the course of normal day to day operation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
- Ensure standard procedures and controls are adhered to;
- Initiate, propose and implement improvements to enhance efficiencies and accuracy when see fit'
- Liaise with investment managers, auditors and banks;
- Ongoing personal education and development by attendance of State Street training sessions.
What we value
These skills will help you succeed in this role
- Excellent communication and interpersonal skills
- Team player and collaborative
- Strong attention to detail and accuracy and organized
- Strong analytical skills and proactive approach to problem solving
- Confident, decisive, and energetic
- Strong work ethic – flexible, adaptable and ability to work within deadlines
- Can-do attitude with high energy
- Self-motivated with a passion for learning and growth
Education & Preferred Qualifications
- Must have a College diploma or university degree with concentration in Accounting, Finance or Economics
- Working knowledge of Microsoft Excel/Word (knowledge of Bloomberg a plus)
- Overtime may be required
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$41,600 - $66,560 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Who we are looking for
We are looking for bright, enthusiastic and hard-working individuals with a keen interest in learning about and accounting for complex investment transactions and structures in a dynamic, challenging and fast-paced work environment. Your success will be facilitated by the leading-edge technology infrastructure supported by well-developed procedures and controls. We offer you a challenging career in a rapidly expanding international company with a professional, yet casual, work environment.
Why this role is important to us
The team you will be joining is a part of our State Street Alternatives operation. We are a recognized industry-leading provider of fund accounting, fund administration and risk services to alternative investment fund managers. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors. Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
- Complete the daily processing and monitoring of fund activities• Prepare capital call and distribution calculations; related notices to investors
- Prepare/Review periodic bank and cash reconciliations and post journal entries
- Prepare quarterly management fee calculations
- Preparation of waterfall calculations and capital account allocations
- Prepare fund trial balances and supporting workpapers.
- Assist the quarter-end book closing process
- Assist in managing internal workflow to ensure internal processing and client deadlines are met
- Work with other services departments to resolve errors/issues or to reconcile discrepancies'
- Establish and maintain good working relationships with internal clients and colleague
- Ensure all processes are in line with the SLA and escalate if necessary
- Participate in special client or internal projects as required
- Assist in new business setup and conversions;
- During the course of normal day to day operation, responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures
- Ensure standard procedures and controls are adhered to;
- Initiate, propose and implement improvements to enhance efficiencies and accuracy when see fit'
- Liaise with investment managers, auditors and banks;
- Ongoing personal education and development by attendance of State Street training sessions.
What we value
These skills will help you succeed in this role
- Excellent communication and interpersonal skills
- Team player and collaborative
- Strong attention to detail and accuracy and organized
- Strong analytical skills and proactive approach to problem solving
- Confident, decisive, and energetic
- Strong work ethic – flexible, adaptable and ability to work within deadlines
- Can-do attitude with high energy
- Self-motivated with a passion for learning and growth
Education & Preferred Qualifications
- Must have a College diploma or university degree with concentration in Accounting, Finance or Economics
- Working knowledge of Microsoft Excel/Word (knowledge of Bloomberg a plus)
- Overtime may be required
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$41,600 - $66,560 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
See All 130+ Sales Operations Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsSales Operations Associate Job Market
Who's Hiring
- Orangetheory Fitness16
- Amazon13
- Uber8
- State Street6
- Google3
Top Industries Hiring
- Technology & Software
- Sports & Recreation
- Distribution & Wholesale
- Banking & Financial Services
- Cybersecurity
What Employers Look For
The qualifications that appear most often in sales operations associate jobs.
- Proficiency in Salesforce or a comparable CRM platform
- Experience building and maintaining reports, dashboards, and forecasting models
- Strong Excel or Google Sheets skills including pivot tables and data validation
- Familiarity with sales engagement tools and marketing automation integrations
- Bachelor's degree in business, operations, marketing, or a related field
- Experience supporting quota planning, territory management, or commission tracking
Tips for Your Sales Operations Associate Job Search
Tailor your resume to CRM tools
Hiring managers for sales operations associate roles scan for specific platforms by name. List the CRM and sales engagement tools you've used, your level of access, and any dashboards or workflows you built or maintained. Vague tool mentions get skipped.
Quantify pipeline and process impact
Sales operations resumes that convert show what changed because of your work. Instead of listing duties, write what you improved: cycle time reduced, data accuracy increased, or rep onboarding shortened. Reviewers want outcomes tied to revenue or efficiency.
Target companies by sales team size
Sales operations associate roles are structured very differently at a 10-person startup versus a 500-person company. Search by company headcount and filter for organizations where the sales team is large enough to need dedicated operations support but still building out the function.
Apply early to roles that fit
Migrate Mate lists sales operations associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a take-home data task
Many sales operations associate interviews include a spreadsheet or reporting exercise you complete before the final round. Practice cleaning a messy CRM export, building a pipeline report, or auditing duplicate records so you can move quickly and accurately under time pressure.
Negotiate scope before accepting an offer
Sales operations associate titles vary widely in responsibility. Before accepting, clarify whether you'll own tool administration, manage data quality, support forecasting, or all three. Scope affects your growth path and workload, so get the specifics in writing before you sign.
Sales Operations Associate Jobs: Frequently Asked Questions
Which companies are hiring the most sales operations associates?
The companies hiring the most sales operations associates right now include Orangetheory Fitness, Amazon, and Uber, with the largest share of openings in California, New York, and Massachusetts, based on current listings on Migrate Mate as of November 2026. Technology and financial services companies consistently account for a large portion of active postings.
How many sales operations associate jobs are remote?
About 42% of sales operations associate openings are fully remote or hybrid as of November 2026, reflecting broad employer flexibility for this role. Sub-functions focused on CRM administration, reporting, and data hygiene tend to be the most remote-friendly, while roles that involve close daily collaboration with field sales teams are more likely to require on-site presence.
How do you become a sales operations associate?
Start by building proficiency in a major CRM platform through self-study, certification programs, or hands-on use in an internship or entry-level sales support role. Develop your data skills in spreadsheets and basic reporting tools. Seek out roles in sales coordination, business operations, or revenue support where you'll work directly with sales data, then apply to associate-level operations positions once you can demonstrate process or reporting contributions.
Can you get a sales operations associate job without prior operations experience?
Yes, employers regularly hire candidates without direct operations titles if you can show relevant adjacent experience. Time spent in inside sales, sales coordination, customer success, or business analyst roles often transfers well. Demonstrating that you've worked inside a CRM, pulled reports, or improved a sales process, even informally, is more persuasive than a job title match alone.
What does the sales operations associate interview process look like?
Most processes run three to four stages. An initial screening with a recruiter focuses on your background and tool familiarity. A hiring manager conversation digs into how you've supported sales processes or handled data problems. A technical or take-home exercise typically involves a CRM scenario, a data cleanup task, or building a sample report. Final rounds often include a panel with sales leaders or cross-functional stakeholders.
Where can I find and apply to sales operations associate jobs?
You can find and apply to sales operations associate jobs on Migrate Mate, which lists current openings from across the United States. Find the roles that fit your experience and target industry, then apply directly to each listing from the page.
See All 130+ Sales Operations Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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