Senior Sales Operations Specialist
About the job
• Coordinate the full contract lifecycle, ensuring accurate Salesforce documentation and seamless handoffs to Services and Finance
• Identify data inconsistencies, troubleshoot issues, and implement solutions to improve forecasting and revenue tracking
• Maintain and optimize Sales Operations workflows, including Salesforce data updates and reporting
• Act as primary point of contact for sales operations support, triaging and tracking requests
• Collaborate with Finance, Services, and Sales to uphold data integrity and align on booking forecasts and revenue conversion
• Integrate data from multiple platforms (Salesforce, Marketo, Excel) to produce reliable insights and eliminate duplication
• Support lead generation by managing Salesforce campaign data and tracking performance
• Deliver Salesforce training and documentation to empower the sales team
• Manage supplier and partner portals (e.g., GE, AWS) to ensure accurate data flow and operational alignment
Requirements
- 3+ years of experience in sales operations, CRM administration, or commercial support roles
- Proficiency in Salesforce, including reporting, data management, and user support
- Strong analytical and problem-solving skills with attention to 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 follow employment and compliance regulations (I-9, Harassment, EEOC, Civil rights, ADA, HIPAA)
- Willingness to be available for meetings during EST/EDT hours (Remote - US - Eastern Time Zone)
🔍 ATS Optimization Keywords
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Hard Skills
- Salesforce
- data management
- reporting
- analytical skills
- problem-solving
- MS Excel
- marketing automation
- ERP systems
- data integrity
- forecasting
Soft Skills
- communication
- coordination
- attention to detail
- collaboration
- triaging
- training
- support
- lead generation
- data accuracy
- cross-functional teamwork
