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Account Operations Associate Jobs in California (NOW HIRING)

... detail-oriented Sales Operations Associate to join our Revenue Operations team. This is an ... You'll work closely with Sales, Marketing, Account Management, and Leadership teams to ensure our ...

As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ... Drive final project invoicing in close coordination with Account Management, ensuring billing ...

As a Sales Operations Associate, you own the commercial engine that drives quotes from request to ... Drive final project invoicing in close coordination with Account Management, ensuring billing ...

We assist with gathering and organizing the necessary documentation, setting up merchant accounts ... This commitment applies to all persons involved in Company operations. The Company prohibits ...

You will own customer relationships directly, ensuring every account gets a white-glove experience ... Contribute to strategic projects that improve how Vooma deploys and scales customer operations

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Account Operations Associate information

What is the difference between Account Operations Associate vs Customer Service Representative?

AspectAccount Operations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentOffice setting, often in finance or banking sectorsCall centers, retail, or online support platforms
Employer & Industry UsageFinancial institutions, banking, fintech companiesRetail, telecommunications, service industries
Common Search & ComparisonFocuses on operational tasks related to accounts, data managementFocuses on direct customer interaction and issue resolution

The Account Operations Associate typically handles account management, data processing, and operational tasks within financial or banking environments. In contrast, Customer Service Representatives primarily engage with customers directly to resolve issues and provide support. While both roles require strong communication skills, the Associate role emphasizes back-end processes, whereas the Representative role is front-facing and customer-focused.

What are the most commonly searched types of Account Operations jobs in California? The most popular types of Account Operations jobs in California are:
What cities in California are hiring for Account Operations Associate jobs? Cities in California with the most Account Operations Associate job openings:
Infographic showing various Account Operations Associate job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution.
Sales Operations Associate

Sales Operations Associate

QuinStreet

Foster City, CA • Remote

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 23 days ago


Job description

Powering Performance Marketplaces in Digital Media

QuinStreet is a pioneer in powering decentralized online marketplaces that match searchers and "research and compare" consumers with brands. We run these virtual- and private-label marketplaces in one of the nation's largest media networks.

Our industry leading segmentation and AI-driven matching technologies help consumers find better solutions and brands faster. They allow brands to target and reach in-market customer prospects with pinpoint segment-by-segment accuracy, and to pay only for performance results.

Our campaign-results-driven matching decision engines and optimization algorithms are built from over 20 years and billions of dollars of online media experience.

We believe in:

  • The direct measurability of digital media.
  • Performance marketing. (We pioneered it.)
  • The advantages of technology.

We bring all this together to deliver truly great results for consumers and brands in the world's biggest channel.

Job Category

Modernize Home Services is seeking a motivated and detail-oriented Sales Operations Associate to join our Revenue Operations team. This is an excellent opportunity for an early-career professional who has hands-on experience administering Salesforce and is interested in building a career in Sales Operations, Revenue Operations, or Business Operations.

In this role, you will support sales productivity, CRM administration, reporting, data integrity, and process optimization across our revenue organization. You'll work closely with Sales, Marketing, Account Management, and Leadership teams to ensure our systems, processes, and reporting support business growth.

Responsibilities

Salesforce Administration & CRM Management

  • Assist the Salesforce administration team by providing day-to-day support for the sales organization and helping maintain CRM processes and functionality.
  • Manage user setup, permissions, profiles, roles, and basic system configuration.
  • Create and maintain reports, dashboards, fields, page layouts, validation rules, and workflows.
  • Troubleshoot Salesforce issues and provide timely support to end users.
  • Maintain CRM data quality through audits, cleanup initiatives, and governance processes.

Sales Operations Support

  • Assist with sales forecasting, pipeline reporting, and KPI tracking.
  • Help document and improve sales processes and operational workflows.
  • Partner with sales leadership to identify opportunities to improve efficiency and effectiveness.

Reporting & Analytics

  • Build and maintain recurring reports and dashboards for sales and revenue leadership.
  • Analyze sales performance metrics and provide actionable insights.
  • Monitor data quality and reporting accuracy across key systems.
  • Support ad hoc analysis and operational projects as needed.

Cross-Functional Collaboration

  • Work closely with Marketing, Sales, Account Management, and Finance teams to align data and processes.
  • Assist with system integrations, process improvements, and technology initiatives.
  • Participate in operational projects that support company growth and scalability.

Requirements

  • 2+ years of professional experience in Sales Operations, Revenue Operations, Business Operations, CRM Administration, or related field.
  • Hands-on experience administering Salesforce (certification not required).
  • Strong proficiency with Excel.
  • Excellent attention to detail and commitment to data accuracy.
  • Strong analytical and problem-solving skills.
  • Effective written and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced environment.

Preferred

  • Salesforce Administrator Certification (nice to have, not required).
  • Experience creating Salesforce reports and dashboards.
  • Experience using Tableau to analyze dashboards and reports.
  • Familiarity with sales processes, lead management, and pipeline reporting.
  • Experience with revenue technology tools such as Outreach, Attention, RevenueHero, or similar platforms.
  • Experience working in a SaaS, marketplace, lead-generation, or digital marketing environment.

What Makes You Successful

  • You enjoy solving problems and improving processes.
  • You are highly organized and detail oriented.
  • You are curious about data and business performance.
  • You take ownership and proactively identify opportunities for improvement.
  • You enjoy collaborating across teams and supporting business growth.
The expected salary range for this position is $60,000 USD to $75,000 USD annually. This salary range is an estimate, and the actual salary may vary based on the Company's compensation practices. The salary may be adjusted based on applicant's geographic location. The position is also eligible to receive performance bonus or commission and equity in the form of restricted stock units. This position is eligible to participate in the Company's standard employee benefits programs, which currently include health care benefits; (2) retirement benefits; (3) the amount of paid days off (paid sick leave, parental leave, paid time off, or vacation benefits); (4) any other tax-reportable benefits.
#LI-REMOTE

QuinStreet is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, pregnancy status, sex, age, marital status, disability, sexual orientation, gender identity or any other characteristics protected by law.

Please see QuinStreet's Employee Privacy Notice here.