Position Overview

The Sales Operations Specialist plays a critical role in supporting the sales team by optimizing processes, managing data, and driving efficiency across the sales organization. This role ensures that systems, reporting, and analytics enable informed decision-making and revenue growth.

Key Responsibilities

- Manage and maintain CRM systems to ensure data accuracy and integrity

- Develop and analyze sales reports, dashboards, and KPIs

- Support sales forecasting and pipeline management processes

- Identify process improvement opportunities to increase efficiency and scalability

- Collaborate with sales, marketing, and finance teams to align on business objectives

- Assist with territory planning, quota setting, and compensation tracking

- Support onboarding and training of new sales team members on tools and processes

- Ensure compliance with internal policies and external regulations

Qualifications

- Bachelor’s degree

- 2–5 years of experience in sales operations, business operations, or analytics

- Strong proficiency in CRM systems (e.g., Salesforce) and Microsoft Excel

- Experience with data visualization tools (Power BI) is a plus

- Excellent analytical and problem-solving skills

- Strong communication and collaboration abilities

- Detail-oriented with strong organizational skills

Preferred Skills

- Ability to manage multiple projects in a fast-paced environment

- Experience in a high-growth or B2B environment

- Documentation control experience

- Food and Beverage experience a plus