Sales Operations Specialist (Multi-Industry)

Role Overview

The Sales Operations Specialist is responsible for keeping a sales pipeline honest, ensuring that leads are accurately tracked and follow-ups are completed. The role involves using CRM tools, managing data, and communicating with clients. The Specialist will work remotely and be responsible for their own time management.

What You Will Do

The Specialist will be responsible for keeping the CRM accurate, following up on open opportunities, and helping to put together proposals and quotes. They will also be responsible for booking calls and appointments, and confirming them before they happen.

Why It Might Be a Fit

The ideal candidate will have 2+ years of experience in sales operations, CRM management, and follow-up activities. 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 activities
• Real hands-on time in a CRM or job-management tool: Salesforce, HubSpot, Pipedrive, Zoho, ServiceTitan, Jobber, Housecall Pro, Buildertrend, or similar
• Comfortable enough in Excel or Google Sheets to use a pivot table without googling it
• Ability to point to a real week where you handled a lot of follow-ups (50+) or a lot of quotes (20+), and explain how you kept track
• Fluent written and spoken English

Benefits

• Internet that doesn’t drop calls
• Opportunity to work remotely from anywhere
• Flexible schedule (Monday–Friday, 9am–6pm, Pacific, Central, or Eastern time)