Position Overview

The Sales Operations Specialist plays a critical role in supporting the sales team by optimizing processes, managing data, and driving efficiency across the sales organization. This role ensures that systems, reporting, and analytics enable informed decision-making and revenue growth.

Key Responsibilities

Manage and maintain CRM systems to ensure data accuracy and integrity
Develop and analyze sales reports, dashboards, and KPIs
Support sales forecasting and pipeline management processes
Identify process improvement opportunities to increase efficiency and scalability
Collaborate with sales, marketing, and finance teams to align on business objectives
Assist with territory planning, quota setting, and compensation tracking
Support onboarding and training of new sales team members on tools and processes
Ensure compliance with internal policies and external regulations

Qualifications

Bachelor’s degree
2–5 years of experience in sales operations, business operations, or analytics
Strong proficiency in CRM systems (e.g., Salesforce) and Microsoft Excel
Experience with data visualization tools (Power BI) is a plus
Excellent analytical and problem-solving skills
Strong communication and collaboration abilities
Detail-oriented with strong organizational skills

Preferred Skills

Ability to manage multiple projects in a fast-paced environment
Experience in a high-growth or B2B environment
Documentation control experience
Food and Beverage experience a plus

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Sales Operations Specialist