Sales Operations Specialist
Skills
Software As A ServiceCustomer SuccessData AnalyticsData CentersIdentifying New OpportunitiesInterest RatesManagement Support
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor’s degree in Business Finance Economics Operations Engineering Data Analytics or a related field
- 1–5 years of experience in sales operations revenue operations business operations commercial operations finance operations consulting or account management support
- Strong analytical skills with sales data CRM reports spreadsheets dashboards pipeline metrics and revenue reporting
- Strong proficiency in Excel Google Sheets or similar reporting tools
- Highly organized and detail-oriented with the ability to manage multiple workflows deadlines and stakeholders
- Strong written and verbal communication skills
- Comfortable working independently in a fast-paced and high-growth environment
- Strong judgment ownership and willingness to build processes from the ground up
- Interest in technology semiconductors AI infrastructure data centers or financial markets
Nice to have
- Analytical
- Organized
- Commercially minded
- Detail-oriented
- Independent
- Process-driven
- Curious
Day to day
- Own and maintain CRM data quality to keep accounts contacts opportunities deal stages and follow-up records accurate and current
- Support pipeline management by tracking new opportunities deal progression client follow-ups renewal timelines account ownership and revenue forecasts
- Prepare regular sales reports and dashboards that provide leadership with clear visibility into performance commercial priorities deal bottlenecks and revenue opportunities
- Improve workflows and standardize templates playbooks SOPs and trackers to make the sales function more scalable and reduce manual work