Sales Operations Specialist

Outcomes® • Full-time • Kansas City Metropolitan Area, US • 2d ago

Finance & Accounting – Sales Operations Specialist

Role Summary

This role operates at the intersection of Sales, Finance, and Operations, supporting revenue execution through accurate reporting, financial visibility, and streamlined operational processes across the sales organization. It drives alignment between Sales and Marketing to support revenue growth by analyzing lead generation, optimizing sales processes, and ensuring data accuracy in sales reporting. Additionally, the role manages the end-to-end contract flow from signed quotes through internal systems while maintaining CRM data integrity and ensuring consistent, accurate documentation and record-keeping.

Key Responsibilities

Sales Reporting & Analytics
Build and maintain reports on pipeline, bookings, revenue, and performance
Analyze trends and provide insights into leadership
Financial Alignment

Partner with Finance on the following:

Forecasting
Revenue tracking
Budget alignment
Ensure accuracy between sales data and financial results
Sales Process Optimization
Identify inefficiencies in sales workflows
Improve processes, tools, and data integrity
CRM & Systems Management
Heavy Salesforce (SFDC) usage
Maintain data accuracy, dashboards, and reporting tools
Support system enhancements and automation
Cross-Functional Collaboration
Work closely with:
Sales leaders
Finance/Accounting
Customer Success / Operations

What Success Looks Like

Clean, reliable data in Salesforce
Accurate forecasting and reporting
Improved visibility into revenue performance
Streamlined sales processes that drive efficiency

Knowledge/Requirement

Sales metrics (pipeline, bookings, conversion rates)
Strong written and verbal communication skills
Ability to adapt to changing business priorities in a fast-paced environment
Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Experience working with CRM platforms (e.g., Salesforce, HubSpot)
Strong analytical and problem-solving skills
Financial concepts (forecasting, revenue tracking)
Detail-oriented, process-driven, and collaborative

Education & Experience Requirements

Minimum of 3 years of relevant work experience
Bachelor’s degree or equivalent experience in B2B sales, marketing, client success, or related field

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