Sales Operations Assistant

Position Purpose

The primary purpose of this position is to provide support to the sales organization by enhancing process consistency, improving data quality, and delivering accurate reporting and insights.

Position Responsibilities

• Pull and consolidate data from CRM and sales systems to support weekly, monthly, and quarterly reporting needs.
• Create recurring and ad-hoc reports for the Director of Sales Operations to review with sales leadership.
• Maintain data accuracy through routine data audits, cleanup, and validation activities.
• Support fixes for incomplete data or inconsistencies within the data.
• Prepare foundational data for sales management to conduct pipeline reviews, forecasting cycles, territory/account tracking, and sales performance scorecards.
• Assist in maintaining standardized sales processes and documentation.
• Support improvements to CRM usage, reporting templates, and basic sales tools to increase data reliability and efficiency.
• Track and update key metrics, ensuring timely and accurate information is available for leadership-level meetings.
• Help streamline manual reporting tasks through simple automation, templates, or data organization.
• Assist with account moves or splits as requested and approved by sales management.
• Partner with Marketing to track CRM product renewals and provide accurate renewal pipeline reporting.
• Other duties as assigned.

Position Requirements

• Bachelors degree or equivalent experience.
• At least 1 year of experience in a role such as sales, data reporting, or administrative support.
• Proficient with Microsoft Excel (creating VLOOKUP/XLOOKUP, Pivot Tables, basic formulas, data cleaning).
• Experience pulling data from CRM or business systems (e.g., Salesforce, HubSpot, Microsoft Dynamics, or similar).
• Strong attention to detail with the ability to spot data inconsistencies and ensure accuracy.
• Ability to organize, format, and present data in clear, easy-to-use reports.
• Strong communication skills and comfort working in a support role that provides information to a manager or senior level team members.
• Ability to prioritize and manage multiple recurring reporting deadlines.
• Excellent problem-solving and critical thinking skills.
• Excellent customer service and interpersonal skills.
• Must possess the ability to deal tactfully with vendors, customers, and employees.
• Must be a team player and able to work collaboratively with others.
• This role is an onsite role with the potential to work in a hybrid capacity.