Sales Operations Associate

Who we are: First Street is the industry standard for physical climate risk data. We use transparent and peer-reviewed methodologies to calculate the past, present, and future climate risk for every property in the world. We started eight years ago by working with the world’s leading climate scientists to create groundbreaking, climate-adjusted, property specific models and haven’t stopped. 

Our mission: We exist to connect climate change to financial risk

Our data: We create physics-based, deterministic models of flooding, wildfire and hurricanes, and advanced statistical models of extreme heat, air quality, drought, hail, severe convective storms, winter storms, and more. All of this data is used to create property-level financial risk metrics and macroeconomic variables to quantify the impacts of climate change. 

Our customers: We empower governments at the highest levels to make smart regulations, businesses to avoid bad investments, and everyday Americans to understand their personal risk from climate change. We are relied on every day by:

• Agencies ranging from the U.S. Department of Treasury to Fannie Mae

• The world's biggest banks such as Bank of America and Wells Fargo 

• Institutional investors like Nuveen and Blackstone 

• Millions of users on Redfin, Realtor.com, Homes.com, and more 

We believe:  Our work needs to match the pace and scope of the climate problem. This is why we have invested tens of millions of dollars into our science, data, people, and products and have raised tens of millions more to move even faster. 

Come join us and use your talents to create solutions to address humanity's biggest problem.

Team & Role Overview: 

We are seeking a detail-oriented and proactive Sales Operations Associate to join First Street and support both the Sales and Operations teams. This role is crucial to ensure the smooth operation of our sales processes and the accuracy of our sales data. You will be responsible for managing invoicing, tracking customer contract details, maintaining and reporting from our CRM, and tracking sales performance metrics. Additionally, you will serve as a key interface between the Sales team and Finance

The Sales Operations Associate works as part of the Operations team, reporting directly to the Director of Operations. The Operations team is responsible for creating and managing systems, processes, and projects that build a highly effective and sustainable organization at First Street.

What you’ll do: 

Core Sales Operations

• Manage invoicing process for all closed deals, working with our enterprise customers to generate, verify, and distribute invoices, ensuring timely payment from customers 

• Maintain accurate and up-to-date records of all customer contracts, invoices and related financial transactions 

• Oversee the billing onboarding process for new customers and support renewals process for existing customers 

• Coordinate vendor due diligence process for customers, working across various teams at First Street. Efficiently & accurately draft and submit required information for the vendor procurement process, including managing access to vendor due diligence systems

• Manage and maintain a comprehensive response inventory to address client vendor due diligence needs, ensuring accuracy and collaborating with internal stakeholders to update and improve response content regularly

Reporting and Analysis

• Work with the Sales team and Finance to develop, maintain comprehensive reports on invoicing operations and sales operations KPIs

• Analyze invoice data to identify trends, discrepancies, and opportunities for process improvement

• Generate and distribute regular reports on sales metrics, including individual Account Executive performance against sales targets and overall Sales team performance against targets

• Monitor sales performance metrics, identifying trends and providing insights to the Sales and Operations teams to drive performance improvements

• Collaborate with Sales, IT, and other departments to automate and streamline invoice operations and reporting workflows

Cross-Functional Collaboration:

• Work closely with the Sales team to understand and support their invoicing needs and reporting requirements

• Assist in the development and implementation of sales processes and best practices to enhance operational efficiency and effectiveness

• Collaborate with Operations / Finance to ensure timely and accurate financial reporting and reconciliation

Customer Relations:

• Handle customer inquiries and issues related to invoices and vendor due diligence, ensuring prompt and accurate resolution

• Maintain a high level of customer satisfaction by providing excellent service and support

What you’ll need: 

• 2-4 years of experience in a sales operations, sales support, or administrative role, preferably in the technology or data industry

• Strong attention to detail and excellent organizational and communication skills, with the ability to manage multiple tasks and priorities

• Strong analytical skills with experience in data analysis and reporting

• A proactive approach to problem-solving and project management

• Proficiency with CRM software (preferably Hubspot) and invoicing software

• Education minimum requirement: Bachelor’s degree in a relevant discipline or equivalent experience

What will make you stand out: 

• Experience in working with technology companies in the banks, real estate or investment management verticals

• An analytical mindset with the ability to understand and communicate insights from sales and financial data

• A proven passion for making the world a better place through climate action

• Demonstrated success in supporting sales teams and improving operational efficiency

How we work: 

• Passion: We are driven by our shared goal to fight climate change 

• Impact: We only focus on things that move the needle 

• Urgency: We move quickly because the world depends on it 

• Positivity: We are optimistic and enthusiastic in all that we do

What we offer: 

• Competitive salary commensurate with experience 

• Ownership interest in the company via Employee Stock Option Plan 

• Hybrid Schedule with in-office work days on Monday, Wednesday and Thursday 

• 15 vacation days along with 13 company holidays and 10 sick days 

• Health benefits covered at 100% for employee or a significant contribution for family plans 

• Vision and dental benefits with partial employee contribution

• 12 weeks of paid parental leave 

• Access to One Medical, Teledoc, HealthAdvocate, Kindbody, and Talkspace

• Company 401k program 

• Commuter benefits 

• Life Insurance

• Tech startup environment 

• Weekly team meals and an office stocked with coffee and snacks 

• Working on the world’s biggest issue with other passionate professionals 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.