Sales Administrator

Axos Bankp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bTarget Range:/b/p$20.00/Hr. - $25.00/Hr.p style="text-align:left"spanActual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education./span/pp style="text-align:inherit"/pp style="text-align:inherit"/pEligible for an Annual Discretionary Cash Bonus Target: 10%p style="text-align:inherit"/pp style="text-align:inherit"/pEligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%p style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"ispanThese discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets./span/i/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bAbout This Job/b/pAxos is seeking a Sales Administrator who will play a critical role in supporting both the Small Business Banking and Premier Banking teams, ensuring seamless operational execution, exceptional client experience, and efficient process management. This role bridges front-line sales with back-office operations by assisting and coordinating client onboarding, client servicing, tracking pipeline activity, preparing documentation, and managing communication between internal departments and clients. The Sales Administrator will work closely with Business Unit Leaders, Relationship Managers, Internal and External Partners, and Product Teams to facilitate any requests that enhance activities related to sales and client experience.p style="text-align:inherit"/pp style="text-align:inherit"/ppbResponsibilities:/b/pulliMonitor and analyze team performance, surfacing actionable insights to leadership and sales managers/liliConduct post-mortem analysis of lost opportunities and abandoned applications to identify root causes and implement improvements/liliProvide support to the Premier and Retention teams by managing activities, sales, and services, ensuring effective oversight of customer sales, service, referrals, pipeline closure, and customer communication/liliProvide overall support and departmental coordination for team inquiries, ad- hoc requests, and projects/liliAssist maintaining accurate sales, servicing, products tracking reports for Small Business and Premier Banking teams, including pipeline updates, account openings, and product penetration metrics/liliMonitor and report on performance against sales goals, business unit KPIs highlighting trends and opportunities/liliAssist with preparation daily, weekly, monthly, and quarterly sales and service activity summaries for leadership/liliResponsible for assisting with Salesforce, Prelim and other tools case queue management. Maintains case assignment and ensures all cases close within Service Level Agreements/liliActively engages with inbound customer servicing requests via telephone and online channels as necessary/liliCreating spreadsheets, evaluate data analytics and salesforce data in support of RM sales activities and detailing statistics/liliAssist with planning and executing the tactical elements of Sales to enforce best practices and continuously improve effectiveness: sales model/processes/methodologies, KPIs, productivity metrics, lead management/liliFoster strong and effective partnerships with the Sales and Account Management teams in the Lending and Banking business units/liliPartner with Sales Management to oversee day-to-day process execution and adherence to policies, identify problems, recommend and take corrective actions/liliOwn the sales reporting framework, including dashboards that track pipeline activity, conversion rates, account growth, and product penetration/li/ulp/ppbQualifications/b/pulliBachelor’s degree in Business Administration, Finance, or related field preferred; equivalent work experience accepted/lili2#43; years in a banking sales support, client service, or operations role, preferably in both retail and business banking environments/liliStrong organizational skills with attention to detail and accuracy/liliExcellent verbal and written communication abilities/liliProficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software/liliAbility to multitask and prioritize in a fast-paced environment/liliKnowledge of banking products, preferably Business and Premier/Personal wealth banking/liliDemonstrated ability to lead and coordinate cross-functional projects, managing timelines, resources, and stakeholder communications to deliver strategic outcomes in the Small Business and Premier Business units/li/ulp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bAxos Employee Benefits May Include:/b/pdivullip style="text-align:left"spanMedical, Dental, Vision, and Life Insurance/span/p/lilip style="text-align:left"spanPaid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)/span/p/lilip style="text-align:left"spanHSA or FSA account and other voluntary benefits/span/p/lilip style="text-align:left"span401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan/span/p/lilip style="text-align:left"spanEmployee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading/span/p/li/ul/divp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bAbout Axos/b/pp style="text-align:inherit"/pp style="text-align:left"Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers./pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol #34;AX#34; (NYSE: AX)./pp style="text-align:inherit"/pp style="text-align:left"a href="https://www.axosbank.com/Careers" target="_blank"Learn more about working at Axos/a/pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bPre-Employment Background Check and Drug Test:/b/pp style="text-align:inherit"/pp style="text-align:left"All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization./pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bEqual Employment Opportunity:/b/pp style="text-align:inherit"/pp style="text-align:left"Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws./pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"bJob Functions and Work Environment:/b/pp style="text-align:inherit"/pp style="text-align:left"While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc./pp style="text-align:inherit"/pp style="text-align:inherit"/pp style="text-align:left"spanThe work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position./span/p