Sales Operations Specialist

Position Overview

The Sales Operations Specialist plays a critical role in supporting the sales team by optimizing processes, managing data, and driving efficiency across the sales organization. This role ensures that systems, reporting, and analytics enable informed decision-making and revenue growth.

Key Responsibilities

• Manage and maintain CRM systems to ensure data accuracy and integrity
• Develop and analyze sales reports, dashboards, and KPIs
• Support sales forecasting and pipeline management processes
• Identify process improvement opportunities to increase efficiency and scalability
• Collaborate with sales, marketing, and finance teams to align on business objectives
• Assist with territory planning, quota setting, and compensation tracking
• Support onboarding and training of new sales team members on tools and processes
• Ensure compliance with internal policies and external regulations

Qualifications

• Bachelor’s degree
• 2–5 years of experience in sales operations, business operations, or analytics
• Strong proficiency in CRM systems (e.g., Salesforce) and Microsoft Excel
• Experience with data visualization tools (Power BI) is a plus
• Excellent analytical and problem-solving skills
• Strong communication and collaboration abilities
• Detail-oriented with strong organizational skills

Preferred Skills

• Ability to manage multiple projects in a fast-paced environment
• Experience in a high-growth or B2B environment
• Documentation control experience
• Food and Beverage experience a plus

Tagged as: Data Visualization, Excel, Forecasting, Pipeline Management, Power BI