Sales Operations Specialist

The Sales Operations Specialist supports the Go-To-Market team by improving sales processes, ensuring data accuracy, and enabling effective execution. The role works closely with Salesforce - creating reports, updating fields, and managing basic permissions - to keep workflows running smoothly. This role bridges the gap between sales strategy and execution, providing the insights, infrastructure, and tools necessary for the GTM team to operate effectively and achieve their goals.

What you'll do:

Process Optimization & Efficiency:
Analyze current sales processes and workflows and identify areas for improvement, automation, and standardization.
Work closely with the Salesforce Administrator to improve processes and ensure Salesforce efficiency
Document, train, and enforce adherence to sales policies and procedures across the sales organization.
Streamline tasks for the Sales, Marketing, Customer Success and Finance teams.
Data Management:
Manage the accuracy and integrity of data within the CRM system (Salesforce).
Create and maintain Salesforce reports designed to monitor data hygiene.
Assist in the preparation of regular business reviews for sales leadership.
Technology & Tools Management (CRM Administration):
Serve as a key liaison for the Salesforce setup and processes, ensuring they meet the evolving needs of the Sales, Marketing, Customer Success and Finance teams.
Provide training and ongoing support to sales users on all sales technologies and processes.