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Sales Operations Specialist

Skills
Business DevelopmentCustomer Relationship ManagementData EntryLead GenerationMicrosoft ExcelProposal ManagementSales Enablement
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 5+ years in sales operations business development support account management or related functions
  • Experience supporting B2B sales organizations consulting firms or large enterprise environments
  • Strong Salesforce or CRM experience
  • Advanced Excel skills including pivot tables and reporting
  • Strong PowerPoint presentation development skills
  • Experience supporting RFPs RFIs proposals or client pursuits
  • Excellent attention to detail and project coordination skills
  • Ability to manage multiple competing priorities in a fast-paced environment

Nice to have

  • Highly organized
  • Detail-oriented
  • Collaborative
  • Analytical
  • Fast-paced environment

Day to day

  • Support proposal and RFP efforts by coordinating client pursuits and preparing polished materials
  • Manage CRM records pipeline tracking and reporting to keep sales data accurate and actionable
  • Research prospects companies and markets while partnering with leadership on strategic outreach and account planning