Sales Operations Specialist

Position Title

Sales Operations Specialist

Department

Sales

Reports To

Executive Vice President of Sales (EVP of Sales)

FLSA

Non-Exempt

Position Summary

The Sales Operations Specialist supports the operational processes and systems that enable the Sales team to operate effectively. This role supports CRM maintenance and ongoing improvements, RFP/RFI/RFQ coordination, contract activities, and lead and pipeline workflows, ensuring work follows internal processes and company standards. Partnering with sales leadership and cross-functional teams, the Specialist delivers accurate data and on-time insights that improve forecasting and deal execution. The role uses AI, automation, and data intelligence to reduce manual work and support improved sales performance and forecasting accuracy.

Essential Duties & Responsibilities

Sales & CRM Support

• Maintain accurate and up-to-date CRM records and support data quality standards
• Assist with sales dashboards, reports, and basic pipeline tracking
• Assist in identifying data trends and inconsistencies to support sales decision-making

Lead Management

• Support inbound and outbound lead workflows, including qualification and routing
• Assist with lead generation and prospecting initiatives
• Track lead activity and conversion metrics to support sales follow-up and process improvements

Proposal & Documentation Support

• Assist with the preparation and coordination of RFP, RFI, and RFQ responses
• Gather required information from internal teams and organize proposal materials
• Maintain standard proposal content and documentation
• Track proposal timelines and ensure on-time completion of submissions

Sales Operations

• Support contract tracking, documentation, and renewal reminders in coordination with internal stakeholders
• Assist with sales reporting, activity tracking, and process documentation
• Contribute to improving efficiency through standardized sales processes, documentation, and tools