Sales Operations Coordinator

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we've grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country.

We are : Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We're in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision? Join us at Signal!

SALES OPERATIONS COORDINATOR

As a Sales Operations Coordinator, you'll be a pivotal piece of enabling our sales team, elevating the Advisor experience across Signal. You will be primarily focused on tracking and reporting sales activity, increasing sales efficiency, calendar management and communication on behalf of the sales team, and ensuring our advisor experience from prospect through the sales funnel, to fully onboard with Signal, is the best in the industry.

WHAT YOU'LL GET TO DO

• Tracking and report key sales team activity metrics
• Prospect mail campaigning and gifting
• Manage communication on behalf of the Sales team through multiple communication channels internally and externally
• Collaborate with cross-functional teams internally to deliver on sales initiatives
• Inputting and updating sales notes in Signal's CRM
• Ownership and coordination of Advisor visits, and owning pre and post meeting deliverables
• Calendar management and documentation for the Sales Team

WHAT WE'RE LOOKING FOR IN TEAM MEMBERS

Intentional Communicator

Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible.

Accountable

Our teams at Signal are small but mighty-we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that's comfortable with a culture of continuous feedback.

Customer Centric

You're obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions-knowing every customer interaction is an opportunity to amaze.

Flexibility

Signal is a rapidly growing and evolving company. You're comfortable with ambiguity, adaptable in ever-changing environments, and open to quickly changing course when new information arises.

Collaborative

You understand how to collaborate with a variety of different people and roles, and you celebrate opportunities to reach out and work together cross-functionally and with people from diverse backgrounds.

WHAT YOU HAVE

WHAT WE VALUE @ SIGNAL

We're obsessed with finding a better way . Never settle for less.

We amaze every client, every time . A great company is built one client at a time.

We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time.

We raise our level of awareness . Everything starts with awareness. We're curious and alert to what is happening around us.

We find inches everywhere around us . There are thousands of opportunities to make an impact. We take those opportunities and act.

We do the right thing . Sticking to the highest standard of integrity is not optional.

We have strong opinions, loosely held . It's not about WHO is right, it's about WHAT is right.

Simplicity is Genius. Simplicity doesn't just clarify; it makes things better for everyone. It's that simple.

Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.

We are the "they". Using the word "they" leads to blame-shifting and a lack of empathy. WE are empowered to fix things, to be proactive, to find a solution.

SIGNAL HUBS

Signal Advisors is a remote company with team members all across the country. Over the years, we've realized the benefits and limitations of being fully remote. In order to foster culture and innovation that best serves our customers, a portion of our team is hybrid depending on their location. For this specific role, we require team members to be physically located in Detroit, or surrounding suburbs.

Signal HQ- Detroit, MI

COMPENSATION & BENEFITS

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include :

Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We're imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap - you might just be the perfect person for one of our open roles, even if you don't fully match the job description.