Sales Operations Specialist

About the Company

“Built by Active Traders, For Active Traders”

With broker dealers in the Bahamas, US and Canada, we offer retail traders low-to-no-cost stock trading and direct market access to U.S. equities and equity options via online trading platforms. TradeZero’s innovative features and capabilities for stock shorting accommodate all types of retail traders, especially the active trader.

Our customers choose us for our suite of advanced desktop, web-based and mobile trading platforms, professional-grade market access, sophisticated trading tools and our 24x7 live customer service.

Role Overview

We are seeking a Sales Operations Specialist to support our Sales Development team. This role will ensure smooth daily workflows, accurate reporting, and efficient coordination across the sales function. You will work closely with international colleagues to maintain systems, provide reporting insights, and help keep team processes running on time.

The ideal candidate will have excellent English communication skills (spoken and written), strong organizational ability, and experience supporting sales or business operations in a structured, compliance-driven environment.

Key Responsibilities

·        Support daily sales team workflows, ensuring tasks are completed accurately and on time.

·        Maintain and review reporting systems and dashboards, providing timely updates and insights.

·        Assist with pipeline and performance reporting, consolidating data into actionable summaries.

·        Help manage team calendars, reminders, and process documentation to keep operations on track.

·        Provide quality checks and approvals for data, content, or system updates.

·        Liaise with sales managers and team members across time zones to coordinate deliverables.

·        Carry out general administrative and operational support (e.g., expense reporting, system tracking, process boards).

Required Skills & Qualifications

·        Excellent written and spoken English (mandatory).

·        3–4 years of experience in sales operations, SDR support, or process-driven operations roles (2+ years considered for exceptional candidates).

·        Strong organizational and time management skills with the ability to manage multiple priorities.

·        Proficiency with CRM systems and reporting dashboards.

·        Competent in MS Office, especially Excel/Sheets for reporting.

·        Detail-oriented with a high standard of accuracy.

·        Previous experience in a sales team and in a compliant/regulatory-driven industry is preferred.

Desired Attributes

·        Able to work effectively in a structured, process-driven environment.

·        Strong communication skills, comfortable liaising with international colleagues.

·        Analytical mindset with the ability to identify and correct inconsistencies.

·        Proactive, reliable, and adaptable team player.