Why You Want to Work Here:

The Sales Operations Specialist will play a pivotal role in supporting the Board Development Team (BDT) by managing the sales tech stack, optimizing operational processes, and ensuring seamless execution across various sales platforms. This position requires a highly organized and technical individual skilled in diagnosing and troubleshooting sales-related issues, aggregating and analyzing data, and generating reports to inform key business decisions. The Specialist will also manage the Corporate Membership Management Platform (CMMP), assist in pipeline development, and collaborate cross-functionally with teams such as Marketing, Member Engagement, Content, and Credentialing to drive sales efficiency and support BDT initiatives. The ideal candidate will have strong technical proficiency, experience in sales operations, and the ability to work effectively in a fast-paced, team-oriented environment. They will be

responsible for troubleshooting system and process issues, providing training and support to new corporate member designees, and assisting with both pre- and post-sales activities. This role will also involve managing sales data requests, ensuring the integrity of sales processes, and identifying areas for process improvement.

Responsibilities

Manage and optimize the sales technology stack, including CRM platforms and reporting tools.
Diagnose and resolve system or process issues affecting sales performance.
Aggregate and analyze sales data to generate reports and actionable insights.
Administer the Corporate Membership Management Platform (CMMP), ensuring accurate configurations and member onboarding.
Support both pre- and post-sales activities including lead qualification and pipeline tracking.
Collaborate with cross-functional teams to align on outreach strategies and sales initiatives.
Provide training and support for team members and corporate contacts on sales tools and platforms.
Contribute to ongoing improvements in sales workflows and productivity through data-driven recommendations.

Requirements:

Bachelor’s degree and 3–4 years of experience in sales operations or enablement.
Proficient in CRM systems (e.g., Salesforce), reporting tools (e.g., Tableau, Power BI), and Excel.
Strong problem-solving and troubleshooting skills related to operational and technical challenges.
Excellent communication skills and experience in training or supporting team members.
Detail-oriented with a commitment to data integrity and process excellence.
Comfortable working in a collaborative, cross-functional, and fast-paced environment.
Familiarity with sales methodologies and project management tools.
Prior experience in a similar sales support role or industry.

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Sales Operations Specialist