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Sales Operations Specialist
Skills
Software As A ServiceContract ManagementData AnalyticsData IntegrityEmerging TechnologiesLOOKUPProject Coordination
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor's degree in Business Finance Operations or related field
- 1–3 years of experience in Sales Operations Revenue Operations Deal Desk Renewals Business Operations or related function
- Strong Salesforce CRM experience including reporting data management and workflow administration
- Experience performing data cleansing data validation and large-scale record updates
- Advanced proficiency with Microsoft Excel and/or Google Sheets including lookups data analysis and reconciliation
- Experience managing cross-functional projects and coordinating stakeholders
- Strong analytical problem-solving and organizational skills
- Excellent written and verbal communication skills
Nice to have
- Detail-oriented
- Highly organized
- Analytical thinking
- Cross-functional mindset
- Adaptability
- Process improvement mindset
Day to day
- Support sales operations and revenue processes by maintaining accurate CRM data and improving forecast visibility.
- Coordinate system migrations, data cleansing, and reconciliation across CRM, ERP, and legacy platforms to protect data integrity.
- Generate quotes, order forms, and deal support documentation while collaborating with Sales Finance Legal and Customer Success teams.
- Identify automation opportunities and help design AI-enabled workflows that streamline manual tasks and improve operational efficiency.