Sales Operation Specialist

Role Overview

• Run targeted prospecting, cross-sell, and warm-contact reports in Salesforce to support professionals’ sales efforts.
• Identify existing relationships, prior engagements, and account activity to surface high-probability opportunities.
• Partner with professionals to review pipelines, discuss opportunities, define next steps, and identify risks or blockers.
• Support opportunity lifecycle management to improve pipeline health, forecasting accuracy, and opportunity close rates.
• Coach professionals on using Salesforce effectively as a sales platform, including Action Plans and Account Plans to drive consistent and repeatable sales execution.
• Help professionals define and track sales activities, milestones, and next steps using Action Plans.
• Support Account Planning by helping professionals document goals, key relationships, cross-sell opportunities, and engagement strategies within Salesforce.
• Meet with teams to review Salesforce data, discuss sales strategies, and reinforce best practices for opportunity management.
• Support Salesforce Forecasting by ensuring opportunities are accurately staged, weighted, and updated.
• Assist professionals in understanding how their opportunity management impacts forecasts and revenue projections.
• Monitor pipeline coverage, deal velocity, and forecast trends to identify gaps or risks.
• Provide insights to sales leadership on pipeline health, forecast accuracy, and areas for improvement.
• Support phone and web lead intake, routing, and distribution to the appropriate professionals.
• Ensure leads are followed up on promptly and either converted to opportunities or accurately marked as unqualified.
• Monitor lead-to-opportunity conversion metrics and recommend process improvements.
• Maintain strong data hygiene across Leads, Accounts, Contacts, and Opportunities.
• Build and maintain Salesforce reports and dashboards related to pipeline, forecasting, lead conversion, and account planning.
• Translate Salesforce data into actionable insights to help professionals refine sales tactics and prioritize efforts.
• Support leadership with visibility into performance trends and sales activity.

Requirements

• 2+ years of experience supporting sales teams using Salesforce.
• Hands-on experience with Action Plans, Account Plans, and Salesforce Forecasting.
• Strong working knowledge of Salesforce Leads, Accounts, Contacts, Opportunities, Reports, and Dashboards.
• Experience partnering directly with sales or professional services teams to improve sales processes.
• Strong communication skills with the ability to train, coach, and influence adoption.
• Detail-oriented, organized, and comfortable managing multiple requests and priorities.
• Salesforce Administrator certification or progress toward certification.
• Experience with sales enablement, pipeline management, or revenue operations.
• Familiarity with lead automation, web-to-lead, or marketing integrations.
• Experience in a professional service, consulting, or B2B environment

Benefits

• Work-Life Balance
• People First Company
• Hybrid work policy
• Working directly with peers in the US