Support the sales team by managing CRM records, overseeing data cleanup initiatives, handling sales reporting, and executing various sales enablement tasks.
Provide relevant lead information to the sales team.
Prepare materials for sales calls, meetings, and pitches.
Create and manage custom sales reports.
Track key performance metrics and ensure the team has timely, accurate data for decision-making.
Respond to Tier 1 sales follow-up tasks as needed.
Ensure CRM data and filters are clean and aligned with client development goals.
Work closely with sales, marketing, and operations to ensure smooth workflows and consistent communication.
Take on additional operational tasks to support overall team efficiency and growth.
Update the intern management dashboard weekly (every Monday morning).

2+ years of experience in sales operations, CRM management, or a related field.
Experience in business or finance environments is highly preferred.
Experience with sales reporting and preparing data for sales teams.
Strong proficiency with CRM systems; familiarity with Pipeline is highly advantageous.
Strong analytical skills with exceptional attention to detail and the ability to clean, organize, and interpret sales data.
Excellent written and verbal communication skills in English, with clarity and professionalism.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Solid business or finance foundation with a strong desire to continue expanding knowledge in this area.
Proactive, organized, and willing to step in and support various areas of the business as needed.

Sales Operations Manager

Key skills