Sales Support Specialist Jobs in San Francisco, CA
Sales Support Specialist jobs in San Francisco are concentrated across technology, financial services, and life sciences, with the heaviest hiring in SoMa, the Financial District, and Mission Bay. Employers actively filling roles right now include ROGO, Finix, and Reevo. Scan the live roles below and apply to whichever ones fit.
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The Credit Support Specialist coordinates activities between the market, the Underwriter, and other areas of Wholesale Lending Serves (WLS). Activities include the handling of executed commercial loan documentation, loan booking and funding, and collateral release amongst other activities.
Commercial Loan Documents
- Coordinate all commercial document preparation activities through HotDocs
- Work jointly with Underwriter, coordinate document preparation activities involving outside counsel
- Review draft and executed loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Coordinate with WLS, outside counsel and the Real Estate Transaction Services team to obtain third-party vendor work such as flood zone certifications, title work, insurance certificates, and UCC searches
- Ensure completeness of loan package and forward to WLS partner
Post Closing Activities
- Route loan documentation to WLS partners for booking and funding
- Coordinate the application of fees collected in conjunction with closing and identify missing fees for follow-up with the market
- Follow up directly with customers, Bankers, Underwriters and attorneys to clear documentation exceptions
- Coordinate with WLS partners to correct any errors made in on-boarding credit facilities to the loan systems.
- Coordinate with WLS partners for the release, substitution or addition of collateral
Experience:
- College degree or equivalent experience
- Minimum of 4 years' experience in commercial loan operations or a credit/lending environment
- Knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Knowledge of commercial credit products
- Knowledge of credit and commercial loan systems.
- Good verbal, written and organizational skills
- Detail oriented with ability to multi task and prioritize and work in a team based environment
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The Credit Support Specialist coordinates activities between the market, the Underwriter, and other areas of Wholesale Lending Serves (WLS). Activities include the handling of executed commercial loan documentation, loan booking and funding, and collateral release amongst other activities.
Commercial Loan Documents
- Coordinate all commercial document preparation activities through HotDocs
- Work jointly with Underwriter, coordinate document preparation activities involving outside counsel
- Review draft and executed loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Coordinate with WLS, outside counsel and the Real Estate Transaction Services team to obtain third-party vendor work such as flood zone certifications, title work, insurance certificates, and UCC searches
- Ensure completeness of loan package and forward to WLS partner
Post Closing Activities
- Route loan documentation to WLS partners for booking and funding
- Coordinate the application of fees collected in conjunction with closing and identify missing fees for follow-up with the market
- Follow up directly with customers, Bankers, Underwriters and attorneys to clear documentation exceptions
- Coordinate with WLS partners to correct any errors made in on-boarding credit facilities to the loan systems.
- Coordinate with WLS partners for the release, substitution or addition of collateral
Experience:
- College degree or equivalent experience
- Minimum of 4 years' experience in commercial loan operations or a credit/lending environment
- Knowledge of commercial loan documentation. Ability to review commercial loan documents such as loan agreement, notes, guaranties, and security documents for accuracy and agreement with approved terms
- Knowledge of commercial credit products
- Knowledge of credit and commercial loan systems.
- Good verbal, written and organizational skills
- Detail oriented with ability to multi task and prioritize and work in a team based environment
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 327+ Sales Support Specialist Jobs in San Francisco
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Find Sales Support Specialist JobsSales Support Specialist Job Market in San Francisco
Who's Hiring
- ROGO17
- Finix17
- Reevo17R
- OpenAI17
- Qcells17
Top Industries Hiring
- Technology & Software34
- Medical Devices17
- Science & Research17
- Animal Care & Pet Services17
Sales Support Specialist Jobs in San Francisco: Frequently Asked Questions
How do I get a sales support specialist job in San Francisco?
The strongest path is targeting San Francisco's technology and financial services sectors, where sales support roles are most plentiful. Companies in SoMa and the Financial District consistently hire for CRM administration, order processing, and sales operations. Candidates with Salesforce experience and familiarity with B2B sales cycles stand out in this market. Networking through local tech and fintech circles also opens doors faster than applications alone.
Which companies hire sales support specialists in San Francisco?
Employers hiring sales support specialists in San Francisco right now include ROGO, Finix, and Reevo, based on current listings on Migrate Mate as of September 2026. San Francisco's employer base skews heavily toward enterprise software companies, cloud platforms, and financial services firms, many of which run dedicated sales operations and inside sales teams that rely on sales support specialists.
Are there remote sales support specialist jobs in San Francisco?
Yes, though availability depends on the role: desk-based tasks like CRM management, reporting, and proposal coordination are well suited to remote work, while roles tied to physical demos, on-site client support, or in-office sales teams are typically in-person. About 57% of sales support specialist openings tied to San Francisco are remote or hybrid as of September 2026. SoMa-based tech employers tend to offer the most flexible arrangements for this role.
How can I get a sales support specialist job in San Francisco with little or no experience?
The most realistic entry path in San Francisco is starting as a sales coordinator or administrative associate at a mid-size SaaS or fintech company, where sales support functions are often bundled into broader operations roles. Many Mission Bay biotech firms and Financial District financial services companies also hire entry-level candidates for sales operations support. Proficiency in Salesforce or HubSpot and experience with Excel or Google Sheets significantly strengthen an entry-level application in this city's market.
Which industries hire the most sales support specialists in San Francisco?
The sectors hiring the most sales support specialists in San Francisco are Technology & Software, Medical Devices, and Science & Research, based on current listings on Migrate Mate as of September 2026. San Francisco's dense concentration of enterprise software companies, financial technology firms, and life sciences organizations creates sustained demand for sales support specialists who can manage complex deal pipelines and multi-stakeholder accounts.
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