Sales Operations Coordinator

About Icon

Icon is a venture-backed fintech company reimagining retirement and financial benefits for the modern workforce.

We're building infrastructure that didn't exist before making retirement benefits portable accessible and designed for the way modern businesses and employees actually operate.

You'll join a lean high-velocity team where your contributions have immediate and visible impact. We move fast challenge convention and believe the retirement industry is long overdue for a new way of thinking. 

Our culture is built for people who lead with curiosity take ownership seriously and do their best work when the path isn't yet paved. This is a ground-floor opportunity to grow alongside a company solving a meaningful problem for businesses and the people who work for them. 

If you're energized by big challenges eager to learn and excited about what's next in fintech Icon is where you come to build something that matters.

Where You'll Work

Our team is based in Denver CO where we come together four days a week in a collaborative energetic office environment. We believe great work happens when great people are in the same room sharing ideas moving fast and building something new together.

Sales Operations Coordinator

About the Role

We are looking for a Sales Operations Coordinator to serve as the operational link between our partnerships team and our customers. You will manage the administrative and coordination workflows that keep our partner-sold deals on track including HubSpot CRM management facilitating smooth handoffs to Customer Success supporting new customers in their first interactions with our platform and providing weekly sales analytics to the Director of Sales. This role is perfect for a proactive relationship-oriented junior professional who wants to build a career at the intersection of partnerships sales and customer success in fintech.

Key Responsibilities

Sales Administration & CRM Management

• Maintain and update all HubSpot CRM records including deals contacts and company profiles
• Monitor pipeline data for accuracy and flag missing or outdated information
• Support the Director of Sales and Director of Partnerships with scheduling follow-ups and documentation needs
• Prepare and present weekly sales performance reports and pipeline summaries to the Director of Sales

Deal Handoff Coordination

• Manage the end-to-end handoff workflow when partner-sold deals are ready to transition to the Customer Success team
• Ensure complete and organized deal documentation is ready before each handoff
• Maintain a handoff tracker and proactively communicate status to all relevant stakeholders

 What We're Looking For

• 1-2 years of experience in sales support operations or administrative coordination
• Organized detail-oriented and highly reliable
• Experience with CRM tools - HubSpot a strong plus
• Strong written communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
• Proactive work ethic - you follow through and get things done
• Interest in growing within fintech SaaS or financial services

Nice to Have

• Prior internship or work experience in a tech or fintech company
• Familiarity with sales workflows pipeline management or deal processes
• Basic experience building reports in HubSpot Excel or Google Sheets
• Customer-facing experience of any kind

What We Offer

• Competitive health dental and vision insurance
• Equity - because everyone on the team should share in what we're building
• On-site office perks – 24 hour access to gym

What We Do

Icon is a technology platform that’s reinvented how employers deliver retirement savings benefits to their employees. Our plans remove the paperwork regulatory complexities and the fiduciary risks associated with traditional plans. Your plan can be set up in 5 minutes and is a fraction of the cost you’d pay with traditional providers. Because it’s fully automated it runs itself removing the plan administration burden. All employees are eligible to join both W2 and 1099 workers. With Icon employees' savings are invested in a personalized managed portfolio tailored to their needs. We use low cost ETFs from leading asset managers. And our plans never require the headache and expense of a rollover. Icon is the only fully portable plan and is the smart new way to offer retirement benefits.