Sales Ops Specialist
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, and sales process documentation
Domain
B2B SaaS / Sales Operations
Deliverable
dashboards & analysis
Required skills
Deal desk management, CRM administration, process optimization, data analysis, Excel/Google Sheets proficiency
Preferred skills
BI tools (Looker, Tableau), non-standard deal structuring experience (via careerplan.io/jobs/59-004-D0-D68-sales-ops-specialist-at-port)
Technologies
HubSpot, Salesforce, Excel, Google Sheets, Looker, Tableau
Responsibilities
Own end-to-end deal desk process including pricing approvals and contract reviews; Maintain CRM data hygiene and pipeline accuracy; Identify bottlenecks and optimize sales workflows; Partner with Sales, Finance, and Legal on deal compliance
Seniority
Mid-level, hands-on IC