Sales Operations Generalist
Core
Support and optimize sales processes, systems, and data to drive efficiency and performance across the organization.
Role type
Sales Operations Generalist
Builds
Standard Operating Procedures (SOPs), policy documentation, operational reports, and Salesforce data integrity
Domain
Financial services / Small business financing
Required skills
Salesforce proficiency, Jira, process documentation, data entry and cleanup, policy compliance, cross-functional collaboration
Preferred skills
None stated
Technologies
Salesforce, Jira
Responsibilities
Create and maintain Standard Operating Procedures (SOPs) and policy documentation; Review existing sales processes to identify inefficiencies; Perform data entry and cleanup in Salesforce; Support monitoring of sales processes and report on adherence to policies; Assist sales teams with operational tasks, approvals, and documentation; Collaborate with Sales Enablement Director and other departments on workflow refinement projects.
Seniority
Mid-level, hands-on IC