Job Summary:

We’re looking for a detail-oriented, highly dependable Sales & Revenue Operations. Specialist to support our growing investor and seller pipeline. This role is ideal for someone early in their career who is organized, eager to learn, and wants to grow within a high-performing revenue team.

You will support prospecting, research, scheduling, CRM updates, and general coordination to keep our sales process running smoothly. You will with the sales leader in focus on strategic conversations, closing deals, and strengthening key relationships.

Responsibilities

1. Prospecting & Lead Support

  • Build basic lists of correspondent investors, sellers, banks, and servicers.
  • Conduct light research on companies (volumes, tech stack, key contacts).
  • Outbound outreach campaigns (email, LinkedIn, phone).
  • Pre-qualify prospects and schedule intro calls.

2. Pipeline & Deal Organization

  • Update CRM records to ensure accurate notes, statuses, and next steps.
  • Track NDAs, proposals, and follow-up items using templates and checklists.
  • Draft follow-up emails and call recaps.
  • Support document preparation (proposals, pitch deck updates, attachments) utilizing judgement and analysis.

3. Scheduling & Coordination

  • Coordinate meetings with internal teams (Product, Legal, Execs) and prospects.
  • Prepare call briefs by gathering past notes and basic company info.
  • Managing calendars during travel and conference weeks.

4. Sales Enablement Support

  • Keep sales documents organized (SOWs, MSAs, decks, templates).
  • Create conference materials and scheduling on-site meetings.
  • Maintain shared folders and make sure the latest versions of documents are accessible.

5. General Revenue Operations Assistance

  • Track customer milestones in onboarding checklists.
  • Document workflows and update process materials.
  • Consolidate data from spreadsheets and CRM views into simple summaries.
  • Support the Director of Revenue with administrative and operational tasks.

Qualifications

  • 0–2 years of experience in sales support, operations, admin, SDR/BDR, or similar roles.
  • Strong organization and time-management skills.
  • Comfortable learning new tools (CRM, email sequences, spreadsheets).
  • Strong communication and follow-up skills.
  • Ability to work in a fast-paced environment and handle shifting priorities.
  • Interest in mortgage, fintech, or SaaS (experience is a bonus but not required).

Education: Bachelor’s degree

Experience:

  • 0–2 years of experience in sales support, operations, admin, SDR/BDR, or similar roles.

 

 

Skills & Competencies:

Technical Skills

  • CRM Proficiency (e.g., Salesforce, Monday.com, or similar platforms)
  • Microsoft Excel / Google Sheets (basic formulas, data organization)
  • Familiarity with Sales Engagement Tools (e.g., LinkedIn Sales Navigator)
  • Document Management (Microsoft Office Suite)
  • Calendar & Scheduling Tools (e.g., Outlook)
  • Basic Data Analysis (ability to interpret and summarize data)
  • Comfort with SaaS tools and digital workflows

Core Competencies

  • Attention to Detail – Ensures accuracy in CRM updates, scheduling, and documentation.
  • Independent judgement and discernment.
  • Organizational Skills – Manages multiple tasks and priorities efficiently.
  • Communication Skills – Writes clear, professional emails and call summaries.
  • Follow-Through – Tracks tasks to completion and ensures nothing falls through the cracks.
  • Proactive Mindset – Anticipates needs and takes initiative without waiting for direction.
  • Team Collaboration – Works well with cross-functional teams (Sales, Product, Legal).
  • Adaptability – Thrives in a fast-paced, evolving environment.
  • Customer-Centric Thinking – Understands the importance of a smooth prospect and client experience.
  • Communication & Collaboration: Excellent communication skills, with the ability to effectively engage internal and external stakeholders (prospects and clients) across the mortgage sectors.

Additional Competencies

  • Interest in Mortgage, Fintech, or SaaS
  • Experience with Sales or Revenue Operations
  • Basic understanding of B2B sales cycles

Location:

  • Colorado or other Remote

Note:        Job duties involve the use of discretion and independent judgement.

**Notice of AI-Assisted Resume Screening**
This employer may use artificial intelligence and algorithmic tools to review resumes and support initial applicant assessments. While these tools enhance efficiency, they are monitored by our team to promote fair and unbiased decision-making—and we uphold all applicable federal and state anti‑discrimination laws (including Title VII and the ADA).
Where required by law, we provide this notice in accordance with applicable regulations.

If you prefer not to have your application evaluated using AI, you may request an alternative review process in writing by contacting hr.optout@lauramac.com.  We will make reasonable efforts to accommodate such requests in accordance with applicable laws.  Note, if you submit your application through an automated portal or process, we cannot guarantee AI will not be used as part of the process.