About the Role
We are looking for a Sales & Revenue Operations Specialist to work closely with the CRO and Sales team.
The role will primarily focus on Salesforce, sales reporting, data management, and supporting the Sales team with day-to-day sales operations and key sales initiatives.
We are looking for someone who is comfortable working with data, has strong hands-on experience with Salesforce, and enjoys working closely with Sales teams to help them stay organized, track performance, and improve execution.
Apply Link - https://forms.gle/fgiTcmdjk5qYWYTQ6
What You’ll Do
Salesforce & Reporting
- Create, maintain, and update Salesforce reports and dashboards for the Sales team and leadership.
- Prepare regular weekly and monthly sales reports.
- Track key sales metrics including pipeline, opportunities, conversions, closures, and target achievement.
- Ensure Salesforce data is accurate and up to date.
- Work with Sales team members to ensure opportunities and pipeline information are correctly maintained.
- Support Salesforce-related reporting requirements and improvements.
Sales Operations
- Support the CRO and Sales leaders with regular sales reports and data.
- Maintain sales trackers and operational reports.
- Support pipeline reviews and sales meetings with relevant reports and information.
- Identify gaps or inconsistencies in sales data and work with the team to resolve them.
- Handle ad-hoc reporting and analysis requests from the Sales team.
Sales Projects
- Work with the Sales team on projects focused on new customer acquisition.
- Support initiatives around lead tracking, opportunity management, pipeline movement, and conversion.
- Analyze sales data to identify areas for improvement.
- Support Sales leaders with data and reporting for specific sales initiatives.
- Take ownership of assigned projects and ensure timely completion.
What We’re Looking For
- 5+ years of experience in Sales Operations, Revenue Operations, Business Operations, or a similar role.
- Strong hands-on experience with Salesforce (SFDC).
- Good experience creating Salesforce reports and dashboards.
- Good understanding of sales processes, pipelines, opportunities, and CRM management.
- Strong Excel / Google Sheets skills.
- Comfortable working with numbers and sales data.
- Good attention to detail and ability to maintain accurate data.
- Strong communication and coordination skills.
- Ability to work closely with Sales teams and understand their requirements.
- A proactive, hands-on approach to getting things done.
Good to Have
- Experience in a B2B SaaS, EdTech, or technology company.
- Experience supporting sales forecasting or pipeline reviews.
- Exposure to Salesforce automation or CRM process improvements.
- Familiarity with Power BI, Tableau, or other reporting platforms.
What Success Looks Like
- Sales leadership receives accurate and timely sales reports.
- Salesforce data is clean, reliable, and up to date.
- The Sales team has the information and reports required to manage their pipeline effectively.
- Sales reporting and operational requests are handled efficiently.
- You become a dependable partner to the Sales team for Salesforce, reporting, data, and sales projects.
- Your work helps improve sales execution and customer acquisition.
