CRM & Sales Operations Specialist

On Site Full TimeBirmingham, AL, United StatesB.A.S.S., LLC

About the Role

We’re seeking a detail-oriented, technically skilled CRM & Sales Operations Specialist to join our team. This role owns the day-to-day administration of our Salesforce CRM and provides back-end operational support to the sales team – from pipeline reporting and data integrity to sponsor deal documentation and billing handoff.

Your work will keep our systems reliable and accurate, give leadership clear insight into the business, and free our sales team to focus on partners. We’re looking for someone who is comfortable using automation and AI tools to work smarter, thrives in a collaborative setting, and is ready to make an impact in a fast-paced environment.

Responsibilities

Salesforce Administration & Data Integrity

•  Serve as the primary day-to-day Salesforce administrator, including users, profiles, roles, and permission sets.

•  Create, manage, and optimize custom objects, fields, record types, page layouts, validation rules, Flows, and approval processes.

•  Own data quality across accounts, contacts, and opportunities – including continued cleanup and validation of records migrated from Magazine Manager.

•  Build and maintain reports and dashboards on pipeline, bookings, renewals, and sponsor deliverables for sales leadership and Finance.

•  Coordinate and support integrations with third-party apps and tools (e.g., ZoomInfo, LinkedIn, Outlook, and accounting systems).

•  Provide end-user training, troubleshooting, and support; drive consistent adoption across the sales team.

•  Create and maintain documentation on processes, policies, system configuration, and help materials.

Sales Operations Support

•  Assist in Exposition sales and marketing opportunities

•  Maintain pipeline hygiene and prepare weekly, monthly, and quarterly pipeline and forecast reporting for sales leadership.

•  Draft sponsor Deal Point Letters (DPLs), proposals, and renewal documents from approved deal terms and standard templates; route for internal review and approval.

•  Track contract status, signatures, and key dates (renewals, exclusivity, and deliverable deadlines) in Salesforce.

•  Maintain sponsor deliverable and fulfillment trackers; coordinate with Marketing, Content, Events, and TV to confirm execution.

•  Liaise with Accounting on executed contracts, billing schedules, and in-kind/barter components to ensure accurate and timely billing.

•  Research and map prospective new accounts and categories; build target lists using LinkedIn, ZoomInfo, and Salesforce to support sales outreach.

•  Interact with sponsors, advertisers, partners, and agencies as needed.

Automation, AI & Process Improvement

•  Identify opportunities to use Salesforce automation and AI tools (e.g., Microsoft 365 Copilot and Salesforce AI features) to reduce manual work in reporting, data entry, and document drafting.

•  Develop and maintain templates, standard operating procedures, and repeatable workflows for the sales team.

•  Review AI-assisted outputs for accuracy and ensure confidential partner and contract information is handled in line with company policy.

Requirements

•  Bachelor’s degree in business, marketing, information systems, or a related field, or equivalent experience.

•  2+ years of Salesforce administration and/or sales operations experience; Salesforce Administrator certification preferred.

•  Proven ability to configure Salesforce, including custom objects, Flows, validation rules, permissions, reports, and dashboards.

•  Experience with data migration, cleanup, or CRM implementation preferred.

•  Experience preparing proposals, contracts, or sponsorship/advertising agreements is a plus.

•  Advanced Excel and Microsoft 365 skills; comfort using AI tools to improve productivity.

•  Experience working directly with sales, finance, and data teams.

•  Highly detail oriented, able to manage multiple deadlines, and maintain professionalism under pressure.

•  Strong written and verbal communication and collaboration skills; able to handle confidential information with discretion.

•  Interest in or knowledge of sports, outdoor, or fishing industries is a plus.

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To apply for this job please visit linkedin.com.

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