Sales Operations Specialist

Summary/Objective

The Sales Operations Specialist manages the deal pipeline from close through go-live — tracking accounts, documents, and milestones in Salesforce to ensure every deal is moving and nothing stalls. This role also owns the reporting and communication cadence for the sales organization, producing weekly KPI reports and leading the leadership call to keep all stakeholders aligned. Beyond the pipeline, the specialist supports the broader sales team through proposal and contract generation, training development, and marketing coordination. This person reports directly to the Chief Strategy Officer and serves as the operational hub between sales, operations, and leadership.

Essential Functions

The following list of essential functions is not intended to be restrictive or all inclusive. The fact that certain duties may not be listed does not limit the assignment of additional and/or other duties.

Pipeline Management

• Track open accounts and documents in Salesforce; ensure document and dashboard accuracy in Salesforce with proactive reviews
• Flag stalled opportunities and outstanding items
• Coordinate with sales on document collection status
• Provide visibility to sales and operations on upcoming accounts

Proposal & Contracting

• Create proposals and generate contracts for signature; coordinate with accounting as needed to facilitate smooth hand-off
• Perform reviews of contracting entities
• Prep amendments on contracts when necessary

KPI Reporting

• Produce weekly performance reports for BDRs, SDBD, and Leadership
• Track KPIs on a monthly and quarterly basis

Supporting Responsibilities

• Work with Chief Strategy Officer and Sales Leadership to identify, develop, and deliver internal sales training
• Identify conference opportunities for Sales team and manage logistics
• Review and revise marketing collateral

Cross-Functional Coordination

• Lead weekly calls with the broader leadership team to review open items
• Take detailed meeting notes and document any action items
• Participate in monthly Account Manager and Sales meetings to review pipeline activity and support alignment between sales and operations
• Track go-lives and trends on timing of accounts (announcement to in-service, go-live, etc.)

Supervisor Responsibility

This position has no direct supervisory responsibilities.

Work Environment

Remote/home office.

Physical Demands

This role is primarily sedentary and performed in a home office environment. Requirements include the ability to sit for extended periods, operate a computer and standard office equipment, communicate effectively by phone and video, and have sufficient visual acuity to review documents and marketing materials.

Travel

No travel expectation.

Qualifications and Requirements

• 3+ years in sales ops, revenue ops, or a similar coordinator/analyst role
• Strong organizational discipline — able to manage multiple workstreams simultaneously without letting anything fall through the cracks
• Proactive communicator — flags issues before being asked, provides updates without being chased, and is comfortable pushing stakeholders without having direct authority over them
• Data literate and platform comfortable — understands data structures, can navigate a CRM to pull reports and identify trends, and grasps what’s feasible within a platform
• Comfortable with breadth — thrives managing many different workstreams at a manageable depth rather than going deep on a single focus area
• Ownership mentality — takes full responsibility for their workstreams, doesn’t wait for direction, and builds structure rather than needing it handed to them
• Bachelor’s degree preferred
• Salesforce experience preferred but not required
• Proficiency in Microsoft Office, particularly Excel and PowerPoint