Sales Operations Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the entire customer lifecycle at RC Capital, which includes lead assessment, customer onboarding, ongoing support, and operational and risk management tasks.

• Evaluate pipeline stages and onboarding processes to guarantee that opportunities are not overlooked.

• Observe and participate in sales calls, onboarding processes, account assessments, customer interactions, and support communications.

• Address customer inquiries and disputes, escalating genuine edge cases as necessary.

• Manage both inbound and outbound opportunities from initial screening through the onboarding process.

• Provide reports on funnel size and quality, detailing funnel composition, time to close, and stage drop-off rates.

• Engage in marketing and content initiatives aimed at acquiring and retaining developers.

• Identify customer needs and operational enhancements for future roadmap planning.

• Execute the complete sales cycle and work together with Sales and Support to secure new leads for RC Capital.

• Supervise marketing initiatives and monitor campaign and pipeline performance against established targets.

• Implement automations and workflow modifications to decrease manual support tasks and enhance customer experience.

• Develop and fine-tune risk-management strategies throughout the sales lifecycle.

• Contribute customer feedback to the Product roadmap.

• Act as a liaison for Legal, Operations, and Data regarding partner and regulatory inquiries.

⛳️ Requirements

• A minimum of 3 years in a client-facing position encompassing sales, account management, or customer support, preferably with experience in fintech or payments.

• 1-2 years of experience in marketing or growth, including campaign management, content production, or CRM-driven outreach.

• Proficient in monitoring marketing performance metrics.

• Proven ability to close and manage a significant number of client relationships.

• Capable of navigating uncertainty during client calls, data evaluations, and cross-functional planning sessions.

• Familiarity with AI tools and experience in building automations.

• Strong analytical skills.

• Proficient in using CRM, support, and analytics platforms such as Salesforce, Notion, Linear, Zendesk/Intercom, and Google Analytics or similar tools.

• Exceptional written and verbal communication skills.

• Ability to maintain composure when resolving disputes or risk-related issues.

• Detail-oriented mindset with a focus on process improvement and thorough documentation.

• Availability to work overlapping hours with US time zones.

• Preferred: experience in payment operations, fraud/risk workflows, or compliance-related fields.

• Preferred: familiarity with mobile applications or the embedded finance sector.

🏝️ Benefits

• Competitive equity in a rapidly growing, Series C startup backed by top-tier investors, including Y Combinator.

• 10-year period to exercise vested equity options.

• Fully remote and flexible work environment.

• 4-5 weeks of recommended annual time off for mental, physical, and emotional well-being.

• $2,000 USD allowance for workspace setup.

• $1,000 USD annual stipend for ongoing learning and development.