Sales Operations Specialist
Core
A process-driven specialist enabling the sales organization to operate effectively by removing obstacles, maintaining data integrity, and optimizing workflows for SDRs, AEs, and reseller teams.
Role type
Sales Operations Specialist
Builds
Sales workflows, operational processes, and data reporting systems
Domain
Cybersecurity / SaaS Sales Operations
Deliverable
dashboards & analysis
Required skills
Salesforce administration, billing processes, Microsoft Excel, Google Sheets, sales workflow optimization, data auditing, cross-functional liaison, AI tool usage (Claude, Serval)
Preferred skills
Experience supporting distribution and reseller sales teams, process automation
Responsibilities
Serve as a frontline resource for the sales organization to resolve issues and keep teams unblocked; Partner with RevOps leadership to identify bottlenecks and implement solutions; Document and optimize sales operations workflows; Identify opportunities for process improvement and automation; Support monthly financial reconciliation and data auditing; Act as a liaison between Sales, Finance, Legal, GTM Systems, and Engineering.
Seniority
Mid-Senior (5+ years experience)