Summary:
The Sales Operations Specialist serves as a key operational partner to the Sales organization by coordinating reporting, systems support, process administration, and performance tracking activities. The role maintains sales performance metrics, supports customer relationship management (CRM) and business systems, assists with sales events and enablement initiatives, and coordinates cross-functional projects to help improve productivity, efficiency, and execution. Through accurate reporting, effective communication, and operational support, the position helps ensure sales teams have the tools, information, and resources needed to achieve business goals.
What This Role Does:
Sales Operations, Analytics & Business Performance
Maintains sales performance reports, dashboards, scorecards, and key performance indicator (KPI) tracking tools.
Compiles and analyzes sales activity, conversion rates, installations, cancellations, and revenue data to support reporting needs.
Prepares reporting, analysis, and presentation materials to support sales leadership meetings, business reviews, and operational initiatives.
Performs data validation and reporting audits to help ensure data accuracy and integrity.
Sales Process, Systems & Operational Excellence
Leads and supports initiatives designed to improve sales processes, operational efficiency, and workflow effectiveness.
Develops, updates, and maintains standard operating procedures (SOPs), documentation, and process guides.
Assists with the administration of Salesforce and other sales systems, including reporting support, data maintenance, and user assistance.
Partners with Business Operations and Technology teams to support system enhancements, process updates, and user adoption efforts.
Sales Enablement, Event Operations & Field Support
Coordinates operational activities for sales events, lead generation programs, and community outreach initiatives.
Develops, tracks, and reports event performance metrics, including attendance, leads, conversions, installations, and revenue results.
Assists with event logistics, inventory management, materials preparation, and budget tracking.
Maintains sales enablement resources, onboarding materials, and field support tools to promote consistent execution across sales teams.
Cross-Functional Project Leadership
Leads and supports cross-functional projects involving Sales, Marketing, Finance, Training, Recruiting, Technology, and Business Operations.
Coordinates project activities, timelines, communications, and deliverables to support successful implementation.
Assists with tracking project progress, identifying potential issues, and escalating concerns as appropriate.
Performs other duties as assigned.
What You Will Bring:
An associate degree is required; a bachelor's degree is preferred. Equivalent combinations of education and relevant experience may be considered.
A minimum of five (5) years of experience in sales operations, business operations, sales enablement, or related fields.
Strong knowledge of sales operations principles, performance management, forecasting, pipeline analysis, and KPI reporting.
Knowledge of CRM platforms, sales technologies, reporting tools, and data management practices, including Salesforce and business intelligence solutions.
Experience in analyzing complex data sets, identifying trends, and translating findings into actionable business recommendations.
Skilled in developing dashboards, scorecards, reports, and performance metrics that support operational and strategic decision-making.
Ability to collaborate effectively across Sales, Marketing, Finance, Technology, Training, Recruiting, and Business Operations functions to create a high-quality, results-driven, team-oriented environment.
Excellent verbal and written communication, presentation, and problem-solving skills, with the ability to communicate complex information clearly through presentations, reports, and executive summaries.
Ability to influence…