Sales Operations Specialist

About us

TAG Video Systems specializes in innovative monitoring and high-quality multiviwer solutions in the Broadcast Media industry. Today TAG supports over 250,000 channels across the four primary broadcasting applications - Live Production, Playout/Master Control, Distribution, and OTT.

Broadcast Media technology is a challenging field, and the TAG product sets a high technological bar both for competitors and clients. We offer a niche, unique innovative product to monitor content quality for the biggest companies in the market today. Like our product, TAG is a fast-growing, dynamic, and ahead-of-its-time company. Every one of us here at TAG is a team player with a significant contribution to the company, usually beyond the job scope. This is what makes us who we are.

About the Role

As a Sales Operations Specialist, you will play a key role in shaping and scaling the Sales Operations function within our global organization. You’ll take ownership of the end-to-end order-to-fulfillment process, ensure forecasting accuracy, and provide support across internal teams through robust reporting, licensing coordination, and operational excellence.

This is a highly cross-functional position that requires a data-driven, independent, and solution-oriented professional. Strong proficiency in Salesforce and Excel/Power Query is essential, along with an eagerness to contribute to Sales success.

Responsibilities

1. Order Fulfillment & Licensing Operations

• Review incoming purchase orders (POs) to ensure they comply with internal policies and include all required information.
• Ensure orders are entered correctly into the system to enable seamless fulfillment, billing, and post-sale support.
• Coordinate license delivery through:
• • Physical dongles (USB) shipped internationally
• • Cloud license deployment via secure hash keys
• Own the full lifecycle of order processing within your assigned regions:
• • Follow up on open cases, collect missing PO details, and collaborate with Sales and TechOps teams
• • Ensure no order is delayed and all relevant stakeholders are kept informed
• Lead regular 1:1 syncs with sales representatives to maintain clean pipelines, improve process efficiency, and encourage adoption of sales tools.
• Proactively track and manage open issues and requests using Jira and other internal systems.

2. Reporting, Forecasting & Sales Analytics

• Develop and maintain sales dashboards, KPI reports, and forecast accuracy tracking using Salesforce, Excel (Power Query), and BI tools.
• Monitor pipeline quality and sales trends, providing insights to leadership and the Sales team.
• Support executive reviews and revenue strategy meetings with data-driven materials.

3. Salesforce & Quote Management

• Create and maintain Salesforce reports and dashboards to support Sales and Finance.
• Assist in quote generation and opportunity closure processes, with a focus on renewals and subscription deals.

4. Cross-Functional Collaboration & Business Reviews

• Work closely with Finance, Customer Success, Marketing, R&D, and TechOps to optimize the quote-to-cash cycle and ensure smooth license delivery.
• Support Quarterly Business Reviews (QBRs) by preparing presentation decks in PowerPoint (or equivalent), highlighting performance metrics and regional updates.

Required Skills and Qualifications

• 3+ years of experience in Sales Operations or Business Analytics within a software or high-tech company; experience in a publicly traded company is a plus
• 3+ years of hands-on Salesforce experience, with strong skills in dashboards, reporting, and data troubleshooting.
• 3+ years of experience using Power Query and advanced Excel, with a strong ability to clean, structure, and visualize data.
• Experience working with global teams and comfortable managing cross-regional communication and support
• Confluence knowledge for maintaining internal documentation and processes
• Proficiency in using Jira to track tickets and follow up on internal and external cases is a plus
• Strong analytical mindset with the ability to work independently with a “can-do” and a problem-solving approach
• Team-oriented with excellent communication skills and a customer-first mindset
• Detail-oriented, process-driven, and motivated to help build and shape the Sales Operations function
• Fluent in English, both spoken and written