Role Overview
The Sales Operations Specialist is responsible for keeping a sales pipeline honest, ensuring leads are accurately tracked, and follow-ups are completed on a real schedule. The role involves maintaining CRM accuracy, following up on open opportunities, and helping with proposal and quote preparation.
What You Will Do
The Sales Operations Specialist will keep the CRM accurate, follow up on open opportunities, help put together proposals and quotes, book calls and appointments, and communicate any issues or discrepancies to the team.
Why It Might Be a Fit
The ideal candidate will have 2+ years of experience in sales operations, CRM management, and follow-up coordination. They will be comfortable using Excel or Google Sheets and have experience with US-based clients or companies.
Requirements
- 2+ years of experience in sales operations, CRM management, and follow-up coordination
- Real hands-on time in a CRM or job-management tool (Salesforce, HubSpot, Pipedrive, Zoho, ServiceTitan, Jobber, Housecall Pro, Buildertrend, or similar)
- Comfortable using Excel or Google Sheets to create pivot tables
- Fluent written and spoken English
- Experience with US-based clients or companies is a plus
Benefits
- Competitive salary ($1,250/month for the first 90 days, then $1,500/month)
- Internet that doesn’t drop calls
- Opportunity to work with a variety of clients and industries
To apply for this job please visit jobs.workable.com.

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