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Sales Ops Specialist

Boston, United StatesFull-time2026-10-05 → 2026-10-07

Core

Sales Operations professional managing deal desk processes, CRM data integrity, and sales process optimization for a B2B SaaS company.

Role type

Sales Operations Specialist

Builds

Deal desk workflows, CRM data pipelines, sales process documentation

Domain

B2B SaaS, Sales Operations

Required skills

Deal desk management, CRM administration, process optimization, data analysis, Excel/Google Sheets proficiency, contract review coordination (via careerplan.io/jobs/59-004-D0-D68-sales-ops-specialist)

Preferred skills

BI tools (Looker, Tableau), HubSpot or Salesforce expertise, quote-to-cash experience

Responsibilities

Own end-to-end deal desk process including pricing approvals and contract reviews; Maintain CRM data hygiene and manage territory assignments; Identify process bottlenecks and implement tooling solutions; Partner with Sales, Finance, and Legal on deal compliance

Seniority

Mid-level, hands-on IC