Sales Operations Support Specialist
Skills
Analytical SkillsCustomer Relationship ManagementData ValidationLOOKUPMicrosoft WordQuality ProcessesSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Undergraduate degree or equivalent experience
- 3+ years of experience in sales support sales operations or business/sales support role preferably in banking or financial services
- Strong analytical organizational and communication skills
- Strong attention to detail quality control and customer service
- Ability to manage multiple priorities and work effectively with stakeholders
- Ability to work independently and take initiative with limited supervision
- Strong experience with Salesforce CRM including reports dashboards and data entry
- Advanced proficiency in Microsoft Excel including formulas pivot tables lookups and data cleansing
- Solid Microsoft Word and PowerPoint skills
- Comfort using AI-powered tools with sound judgment on data quality and confidentiality
Day to day
- Provide operational, administrative, analytical, and Salesforce CRM support to the sales team across the full suite of products and services.
- Review sales and activity reports to spot trends missing data and follow-up gaps then summarize actionable findings for leadership.
- Maintain accurate Salesforce records prepare client-ready materials and support meetings proposals follow-up tasks and process improvements in a fast-paced environment.