ZipRecruiter

Log In

1

Sales Operations Assistant Jobs in Ohio (NOW HIRING)

Alphabe Insight Inc

Sales Assistant

Cleveland, OH · On-site

$40K - $45K/yr

In this role, you will assist with daily sales operations, coordinate customer inquiries, prepare sales documentation, and contribute to achieving business goals through excellent organization and ...

Limitless East Marketing

Sales Assistant

Cleveland, OH · On-site

$40K - $45K/yr

In this role, you will assist with daily sales operations, coordinate customer inquiries, prepare sales documentation, and contribute to achieving business goals through excellent organization and ...

Alphabe Insight Inc

Sales Assistant

Columbus, OH · On-site

$44K - $50K/yr

Support the sales team with daily administrative and operational tasks * Assist in preparing sales materials, reports, and presentations * Maintain and update customer and prospect records

Limitless East Marketing

Sales Assistant

Columbus, OH · On-site

$44K - $50K/yr

Support the sales team with daily administrative and operational tasks * Assist in preparing sales materials, reports, and presentations * Maintain and update customer and prospect records

Alphabe Insight Inc

Sales Assistant

Cleveland, OH · On-site

$56K - $60K/yr

... sales operations. This position offers an excellent opportunity to grow within a dynamic and ... Responsibilities * Assist the sales team with client inquiries, documentation, and scheduling.

Limitless East Marketing

Sales Assistant

Cleveland, OH · On-site

$56K - $60K/yr

... sales operations. This position offers an excellent opportunity to grow within a dynamic and ... Responsibilities * Assist the sales team with client inquiries, documentation, and scheduling.

Champion Windows

Regional Sales Manager

Cincinnati, OH · On-site

... ) * Assist Regional Vice President with sales operations when Division Manager position is open. * Performs field training directly with Factory Reps (conduct ride along, presentation coaching ...

previous pagenext page

Showing results 21-40

All JobsSales Operations JobsSales Operations Assistant JobsSales Operations Assistant Jobs in Ohio

Sales Operations Assistant information

See Ohio salary details

$13.8K

$47K

$63.2K

How much do sales operations assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for sales operations assistant in Ohio is $47,009.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $50,900.00 per year, depending on experience, location, and employer.

How does a sales operations assistant typically collaborate with sales and marketing teams?

A Sales Operations Assistant works closely with both sales and marketing teams to streamline processes, manage data, and ensure seamless communication. They often support sales representatives by maintaining CRM systems, preparing reports, and coordinating sales enablement materials provided by marketing. This collaboration helps ensure that sales strategies are aligned with marketing campaigns, allowing for more effective lead generation and customer engagement. Regular meetings and shared projects are common, making strong organizational and communication skills essential in this role.

What are the key skills and qualifications needed to thrive as a sales operations assistant, and why are they important?

To thrive as a Sales Operations Assistant, you need strong organizational skills, attention to detail, and a background in business or sales support, often supported by a relevant degree or administrative experience. Familiarity with CRM platforms like Salesforce, Excel, and sales analytics tools is typically required. Excellent communication, problem-solving abilities, and a collaborative attitude set top performers apart in this role. These competencies ensure efficient sales processes, accurate data management, and seamless coordination between sales teams and other departments.

Is sales operations a stressful job?

Sales operations assistants often work in fast-paced environments that require managing multiple tasks such as data analysis, process optimization, and supporting sales teams. While the role can involve deadlines and pressure during busy periods, it generally offers a structured schedule and opportunities to develop organizational and technical skills, which can help manage stress levels.

What is the difference between Sales Operations Assistant vs Sales Coordinator?

AspectSales Operations AssistantSales Coordinator
ResponsibilitiesSupports sales processes, manages data, assists with reportingCoordinates sales activities, schedules meetings, handles customer inquiries
Required SkillsData analysis, CRM proficiency, organizational skillsCommunication, scheduling, customer service
Work EnvironmentOffice-based, administrative supportOffice or remote, customer-facing tasks
Common UsageUsed in sales support and operations teamsUsed in sales teams for client coordination

While both roles support sales functions, the Sales Operations Assistant focuses on data management and process support, whereas the Sales Coordinator handles client interactions and scheduling. Understanding these differences helps in choosing the right role for your skills or hiring needs.

What is a sales operations assistant?

A Sales Operations Assistant is a professional who supports the sales team by managing administrative tasks, analyzing sales data, maintaining customer records, and streamlining sales processes. Their role helps ensure that the sales department runs efficiently by handling tasks such as preparing sales reports, coordinating meetings, and assisting with CRM systems. They often act as a bridge between sales representatives and other departments, helping to resolve issues and improve workflow. This position is crucial for allowing salespeople to focus more on selling and less on paperwork or logistical concerns.

What skills do you need for sales operations assistant?

A sales operations assistant needs strong organizational skills, proficiency with CRM software like Salesforce, and good communication abilities. Analytical skills and attention to detail are important for managing sales data and supporting sales teams effectively. Familiarity with Microsoft Excel and basic understanding of sales processes are also beneficial.
What are the most commonly searched types of Sales Operations jobs in Ohio? The most popular types of Sales Operations jobs in Ohio are:
What are popular job titles related to Sales Operations Assistant jobs in Ohio? For Sales Operations Assistant jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Sales Operations Assistant jobs in Ohio look for? The top searched job categories for Sales Operations Assistant jobs in Ohio are:
What cities in Ohio are hiring for Sales Operations Assistant jobs? Cities in Ohio with the most Sales Operations Assistant job openings:
Sales Operations Assistant jobs near you
Infographic showing various Sales Operations Assistant job openings in Ohio as of August 2026, with employment types broken down into 86% Full Time, 9% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $47,009 per year, or $22.6 per hour.

Sales Operations Coordinator I

Western & Southern Financial Group

Cincinnati, OH • On-site

Full-time

Retirement

Re-posted 13 days ago

Western & Southern Financial Group rating

8.9

Company rating: 8.9 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

48th of 304 rated insurance

Job description

Overview
Facilitates reconciliation of settled trades within Touchstone CRM tool. Initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary. Works with general supervision and is responsible for making a minimal range of decisions.
Responsibilities
What you will do:
  • Monitor for completion and accuracy of Resolution Services vendor, coordinating and assist as necessary with all Mutual Fund, SMA and ETF trade and asset reconciliation.
  • As part of reconciliation process, corrects territory and /or broker dealer affiliation for transactions within defined parameters to ensure credit to the proper submitting firm and wholesaler team.
  • Manage the Perspective Potential Link queue for Firm, Office and Rep records that are being synched between Salespage and Salesforce CRM tools to ensure changes are applied or rejected appropriately. In addition, manage the Salesforce Error queue in conjunction with technical resources to correct synch issues occurring between the two systems.
  • Researches, validates and updates as necessary broker-dealer changes from both external distribution partners and internal sales team members submitted as Service Tickets. Monitor any broker-dealer change requests sent to Transfer Agent and resolution services vendor to ensure congruence of CRM tools.
  • Reviews all newly created house accounts and merged firms and offices for proper registration and territory alignment. Pulls sales and asset data for specialized reports and sends out to the appropriate internal contact.
  • Reviews new transaction codes received on settled trades within CRM to determine coding to apply from pre-determined similarly mapped transactions.
  • Responds to initial requests for standard broker-dealer Selling Agreements by coordinating Firm level review Touchstone Compliance. If approved, sends documentation to external parties, tracking the status, return and ultimate execution of those agreements. Communicates agreement status to various levels of internal and external customers, including service providers ensuring new firms are accurately set up in required systems once agreement is executed.
  • Initiates ad-hoc regulatory fulfillment for shareholder related literature orders received from the Touchstone website.
  • Manage regulatory fulfillment process with print vendors and primary Transfer Agent for routine and non-routine SEC filings, including generation of mailing and eDelivery files for applicable shareholder and advisor populations as required.
  • Receives and forwards along mis-directed hardcopy shareholder mail to the transfer agent for processing. Scans and emails to imaging system those items which do not require originals, overnighting originals or checks and logging items sent.
  • Reviews and coordinates monthly 401k trade moves and required reporting for proper wholesaler compensation and submits details to Accounting.
  • Identifies opportunities for process improvement, participates in procedure development and revisions.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • High School Diploma or GED - Required
  • Bachelor's Degree - Preferred
  • Mutual fund and/or ETF back office experience - Preferred
  • Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. Cite examples of experience working in a demanding environment with tight time constraints, heavy volumes and multiple demands. - Required
  • Demonstrated knowledge of Salespage and/or Salesforce CRM tools or comparable software - Preferred
  • Proven examples from work experience of maintaining a high degree of accuracy associated with high volumes of work and/or multiple duties. - Required
  • Demonstrated ability to learn new product features and concepts and apply this knowledge on the job in a timely and effective manner. - Required
  • Possess and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. - Required
  • Proficient in Microsoft Office products, with emphasis on Excel or other spreadsheet applications. - Required
  • Working knowledge of Database tools and Tableau with the ability to create and run queries. - Preferred
  • Must complete a FINRA background check, including fingerprinting. Upon Hire - Required
  • FINRA SIE and Series 99 - Preferred
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • None

What Western & Southern Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply