Sales Operations Associate
Core
Support sales productivity, CRM administration, reporting, data integrity, and process optimization across the revenue organization.
Role type
Sales Operations Associate
Builds
Salesforce configurations, reports, dashboards, and operational workflows
Domain
Digital Media / Performance Marketing
Deliverable
dashboards & analysis
Required skills
Salesforce administration, Excel proficiency, data auditing, sales forecasting, process documentation, cross-functional collaboration
Preferred skills
Salesforce Administrator Certification, Tableau, revenue technology tools (Outreach, Attention, RevenueHero), SaaS/marketplace experience
Technologies
Salesforce, Excel, Tableau, Outreach, Attention, RevenueHero
Responsibilities
Manage user setup, permissions, profiles, roles, and basic system configuration; Create and maintain reports, dashboards, fields, page layouts, validation rules, and workflows; Troubleshoot Salesforce issues and provide timely support to end users; Maintain CRM data quality through audits, cleanup initiatives, and governance processes; Assist with sales forecasting, pipeline reporting, and KPI tracking; Build and maintain recurring reports and dashboards for sales and revenue leadership; Analyze sales performance metrics and provide actionable insights; Work closely with Marketing, Sales, Account Management, and Finance teams to align data and processes.
Seniority
Early-career IC
