Sales Operations Specialist

The leading global financial news & data platform, is looking for a Sales Operations Specialist - Sales Pipeline to join our B2B Sales and Partnership team.
This role focuses on operational and sales execution of B2B leads and sales opportunities, covering inbound and outbound activities. You will be responsible for lead qualification, allocation, pipeline entry, outreach operations, reporting, and day-to-day optimization of lead-generation processes across the full sales cycle. This is a hands-on operational role, working closely with Sales, Marketing, and external partners.
This is a highly execution-focused role.
You will be directly managing leads, ensuring CRM accuracy, and handling day-to-day pipeline operations.
What youll be doing:
Manage all inbound B2B leads, including lead qualification and prioritization
Allocate qualified leads to the sales team based on defined criteria and processes
Ensure relevant leads are accurately entered and maintained within the sales pipeline
Support and operate outbound hunting and outreach mechanisms
Work with third-party vendors and external partners responsible for outbound outreach
Support the ongoing operation of the lead lifecycle, including tracking, follow-ups, and process adherence
Build and maintain lead management boards and workflows
Track lead performance across the customer journey and maintain clear operational visibility
Create and maintain dashboards and reports related to lead flow and pipeline status
Assist in mapping additional B2B verticals and growth opportunities
Work with lead-related technologies, including AI and data tools used for lead generation and enrichment
Maintain and update sales-related marketing materials such as newsletters and one-pagers
Work with Monday.com and Salesforce to ensure data accuracy and operational alignment.