Sales Operations Specialist
Core
Manage and optimize sales systems, processes, and data to support lead outreach, pipeline management, and strategic execution for a global performance consulting firm.
Role type
Sales Operations Specialist
Builds
Sales pipelines, CRM workflows, and data-driven insights for business development teams
Domain
Consulting / Sales Operations
Deliverable
dashboards & analysis
Required skills
CRM management, pipeline management, data analysis, process optimization, documentation, Microsoft suite proficiency
Preferred skills
D365 expertise, consultative sales background
Technologies
D365, PowerBI, Excel, PowerPoint, SharePoint
Responsibilities
Maintain CRM integrity and configure sales workflows; assist with outbound lead engagement strategies and lead qualification; develop dashboards and reports tracking sales performance and pipeline health; identify process improvements and document sales procedures
Seniority
Mid-level, hands-on IC
