Senior Sales Operations Specialist

• Coordinate the full contract lifecycle, ensuring accurate Salesforce documentation, seamless handoffs to Services and Finance, and timely updates across related objects (Assets, Contracts, Opportunities)
• Identify data inconsistencies, troubleshoot issues, and implement solutions that improve forecasting and revenue tracking
• Maintain and optimize Sales Operations workflows, including Salesforce data updates, reporting, and cross-functional team support for pipeline visibility, renewal tracking, and customer engagement
• Act as the primary point of contact for sales operations support, triaging and tracking requests and resolving or escalating issues
• Collaborate with Finance, Services and Sales to uphold data integrity and ensure alignment on booking forecasts and revenue conversion
• Integrate data from multiple platforms (Salesforce, Marketo, Excel) to produce reliable insights and eliminate duplication
• Support lead generation efforts by managing Salesforce campaign data, tracking performance, and ensuring smooth integration between sales and marketing systems
• Deliver Salesforce training and documentation to empower the sales team and promote best practices in data hygiene and task management
• Manage supplier and partner portals (e.g., GE, AWS), ensuring accurate data flow and operational alignment

Requirements

• 3+ years of experience in sales operations, CRM administration, or commercial support roles
• Proficiency in Salesforce, with experience in reporting, data management, and user support
• Strong analytical and problem-solving skills, with a keen eye for detail and data accuracy
• Excellent communication and coordination abilities across cross-functional teams
• Proficiency with MS Excel and ability to learn other supporting software tools as needed
• Familiarity with marketing automation platforms (e.g., Marketo) and ERP systems is a plus
• Ability to triage, track, and resolve or escalate sales operations requests with speed and accuracy
• Must follow local, state and federal employment laws and compliance standards (I-9, Harassment, EEOC, Civil rights, ADA)
• Must follow OSHA, HIPAA, privacy, safety and confidentiality standards at all times

🔍 ATS Optimization Keywords
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Hard Skills

• Salesforce
• data management
• reporting
• analytical skills
• problem-solving
• MS Excel
• marketing automation
• data integrity
• forecasting
• revenue tracking

Soft Skills

• communication
• coordination
• attention to detail
• cross-functional collaboration
• troubleshooting
• task management
• leadership
• customer engagement
• training
• support