Role Overview
Supports the day-to-day tools, data, and workflows that keep the Sales team running. This is an entry point into Revenue Operations / GTM Engineering for someone who wants hands-on exposure to CRM administration, pipeline hygiene, and sales reporting.
What You Will Do
Maintain CRM hygiene, support lead and opportunity routing, build and maintain sales reports, assist with onboarding new sales reps, monitor data entry compliance, and support basic administration tasks in sales engagement and enrichment tools.
Why It Might Be a Fit
The role is less system architecture, more day-to-day support for reps and sales leadership. The ideal candidate has a genuine interest in how sales teams operate and a desire to grow into a Sales/GTM Engineering career path.
Requirements
- Maintain day-to-day CRM (Salesforce) hygiene: updating records, cleaning up duplicates, correcting stage/field errors, and keeping account, contact, and opportunity data accurate and current.
- Support lead and opportunity routing, assignment, and follow-up so reps always have clean, actionable pipeline.
- Serve as first-line support for reps’ day-to-day CRM and sales tool questions — access issues, data errors, ‘how do I…’ requests — and escalate more complex system issues to the GTM Engineering team.
- Build and maintain standard sales reports and dashboards (pipeline coverage, activity, stage aging, quota attainment) and pull ad hoc reports for sales leadership as requested.
- Help prepare data and materials for weekly pipeline reviews, forecast calls, and deal desk requests.
- Assist with onboarding new sales reps to the CRM and sales engagement tools (e.g., sequences, templates, call/email logging).
- Monitor data entry compliance and coach reps on process adherence and CRM best practices.
- Support basic administration tasks in sales engagement and enrichment tools under the guidance of the GTM Engineering team (list building, sequence enrollment, data enrichment requests).
- Flag recurring data quality issues, process bottlenecks, or reporting gaps to the GTM Engineering team and help test fixes before they roll out.
- Assist with special projects such as territory or account list updates, sales contests/SPIF tracking, and CRM data cleanup initiatives.
To apply for this job please visit recruiting.paylocity.com.

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