Position Purpose
The Sales Operations Analyst supports scalable commercial execution by administering
sales processes, maintaining business-system and data quality, coordinating cross-
functional handoffs, and improving the customer lifecycle from lead through order,
fulfillment, renewal, and reporting. Reporting to the Product Manager responsible for CRM
and commercial operations, this position translates defined business requirements into
accurate transactions, repeatable workflows, reliable reporting, and timely support for Sales,
Accounting, Product, Production, and customer-facing teams.
Key Accountabilities
• Develops working knowledge of the end-to-end commercial process, including lead
and opportunity management, quoting, contracting, order processing, fulfillment,
billing coordination, customer onboarding, subscription administration, renewals, and
reporting, to provide informed operational support across the customer lifecycle.
• Provides day-to-day CRM administration and user support, including record
maintenance, workflow assistance, reporting support, issue documentation, and
escalation of system defects, policy decisions, and process gaps.
• Acts as pre-contract resource for sales teams to ensure all appropriate documents
are included in customer agreements, as well as ensuring all appropriate Terms &
Conditions are captured for billing needs and to ensure documents meet the
requirements of potential audits.
• Guides sales team members in resolving transaction and process exceptions,
coordinating decisions or corrections needed to move work forward while minimizing
avoidable administrative effort for Sales.
• Supports quote preparation and processes online order submissions and trial
subscription deals, ensuring accurate entry, timely follow-up, and coordination of
required next steps.
• Performs quality reviews of pending-won deals before closure, validating required
customer, product, pricing, shipping, purchase order, tax, contract signature, and
payment-term information and coordinating necessary corrections with Sales and
Marketing.
• Coordinates subscription renewals by monitoring upcoming expirations, maintaining
renewal opportunities and subscription records, and communicating with customers
to support timely renewal decisions and continuity of service.
• Coordinates cross-functional handoffs among Sales, Production, and Accounting to
ensure each team receives the information required for fulfillment, billing, and
related downstream activities.
• Supports the sales team in maintaining accurate, complete, and consistent customer,
lead, opportunity, and deal data within designated business systems.
Company Use• Supports approved process-improvement initiatives by assisting with workflow
updates, testing, documentation, implementation, and adoption.
• Other duties as assigned.
Required Knowledge, Skills & Abilities
• Proficiency with a Customer Relationship Management tool, preferably Zoho,
including the ability to navigate, create records, make updates, and run reports.
• Proficiency with the Microsoft Office Suite, with emphasis on MS Outlook, MS Word,
and MS Excel.
• Strong analytical skills and ability to work in high-pressure situations while
maintaining a positive attitude.
• Demonstrates strong interpersonal skills with the ability to establish and maintain
effective working relationships with staff, management, and external stakeholders.
• High level of initiative and demonstrated ability to manage multiple projects with
clear expectations/timelines.
• Optimistic, proactive, energetic approach to work habits and communications.
• Ability to influence without authority across the organization.
• Excellent communication skills; both written and verbal.
• Excellent time management and organizational skills.
• Independent and self-motivated work ethic.
Preferred Experience
• Bachelor’s degree in a business or sales related field, or equivalent experience in a
professional services environment.
• 3+ years of experience in sales operations or other process optimization roles
