CAREER PORTAL

Sales Operations Associate Contractor

Member Relations & Financial Operations Analyst
6+ month contract
Irving, TX (Hybrid)
 
Position Summary
We are seeking a detail-oriented and motivated Member Relations & Financial Operations Analyst to support relationship management, data reporting, and sales coordination activities within a dynamic financial services environment. This role serves as a key liaison between internal departments and external member institutions, ensuring smooth processing of financial transactions, accurate reporting, and effective communication across multiple initiatives.
 
Key Responsibilities

• Process and manage a variety of member-related financial requests, including advances, letters of credit, program applications, and enrollment activities.
• Collaborate with internal departments to coordinate advance cancellations, prepayments, swap bookings, and related transactions.
• Maintain proactive communication with member institutions to anticipate needs, discuss upcoming maturities, and identify business development opportunities.
• Support event engagement and outreach initiatives such as webinars, market updates, and conferences.
• Track and manage member-specific data, including upcoming maturities, collateral verification, and portfolio reporting.
• Coordinate the resolution of collateral issues, safekeeping inquiries, and funding discrepancies.
• Assist with gathering and maintaining member certifications and compliance documentation on a quarterly and annual basis.
• Maintain and update member contact databases for internal communication and marketing campaigns.
• Conduct outbound calling campaigns related to event participation, product awareness, and follow-up on key business initiatives.
• Partner with cross-functional teams to prepare financial analyses and sales presentations supporting the delivery of products and services.

 
Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field (or equivalent work experience in financial services).
• 3–5 years of experience in banking, financial operations, or client relationship management.
• Strong understanding of the financial services industry and related regulatory or compliance frameworks.
• Excellent communication and interpersonal skills with a professional and customer-focused demeanor.
• Highly organized and able to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills with the ability to interpret data and recommend solutions.
• Intermediate to advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, multi-sheet reporting, data filtering).
• Experience with SQL and data warehouse structures (preferred).
• Willingness to travel occasionally for member visits or industry events.

Estimated Min Rate: $25.00
Estimated Max Rate: $40.00


What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:  https://www.yoh.com/privacy-notice