Sales Operations Specialist
Core
Support sales organization operational excellence, CRM data integrity, and data-driven decision-making.
Role type
Sales Operations Analyst
Builds
Operational support services, executive deal desk documentation, sales performance dashboards, and CRM enhancements
Domain
Financial services software / Sales Operations
Deliverable
dashboards & analysis
Required skills
Advanced Microsoft Excel, data interpretation, process improvement, Salesforce familiarity, CRM management, reporting practices
Preferred skills
Sales pipeline management, forecasting, system testing, AI tool utilization
Technologies
Salesforce, Microsoft Excel, PowerPoint
Responsibilities
Resolve sales support requests and inquiries, document executive deal discussions and track action items, develop reports and dashboards for business priorities, gather requirements for process improvements, train regional teams on Salesforce and pricing, support CRM enhancement initiatives and UAT, validate system changes before deployment
Seniority
Individual Contributor, mid-level
