Sales and Operations Specialist

Role Overview

• Manage and optimize sales and operational processes to improve productivity and customer satisfaction.
• Maintain and analyze CRM data to ensure accuracy and provide actionable insights.
• Support forecasting, pipeline management, and sales performance reporting.
• Coordinate order processing, account management, and customer onboarding activities.
• Collaborate with cross-functional teams including Sales, Finance, Customer Success, and Operations.
• Develop dashboards and reports to track key performance indicators (KPIs).
• Identify process improvement opportunities and implement scalable solutions.
• Assist with pricing, contracts, renewals, and sales documentation.
• Monitor service levels and ensure timely resolution of operational issues.
• Prepare weekly and monthly reports for management and executive leadership.

Requirements

• Bachelor's degree in Business Administration, Operations Management, Marketing, Finance, or a related field.
• 2+ years of experience in sales operations, business operations, customer success, or a related discipline.
• Strong experience with CRM systems such as Salesforce, HubSpot, or Microsoft Dynamics.
• Advanced proficiency with Microsoft Excel, Google Sheets, and reporting tools.
• Experience using ERP systems and business intelligence platforms is preferred.
• Excellent analytical, organizational, and problem-solving skills.

Tech Stack

• ERP

Benefits

• Competitive hourly compensation.
• Medical, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Paid time off and company holidays.
• Professional development and training opportunities.
• Flexible remote work environment.
• Performance-based bonuses and advancement opportunities.