Sales Operations Sr. Specialist

What You'll Do

Sales Operations & Process Management

• Own day-to-day Sales Operations processes and workflows.
• Identify inefficiencies and implement improvements that make it easier for Sales teams to operate effectively.
• Develop and maintain scalable processes, documentation, and operating procedures.
• Partner with Sales leadership to understand business needs and translate them into operational solutions.
• Serve as a key point of contact for Sales Operations questions, issues, and escalations.

Reporting, Analytics & Insights

• Own recurring sales reporting, dashboards, and business performance metrics.
• Analyze pipeline, bookings, revenue, activity, conversion, and other sales data to identify trends and opportunities.
• Provide Sales leadership with actionable insights and recommendations.
• Ensure sales data is accurate, consistent, and reliable.
• Help establish and maintain Sales Operations KPIs and reporting standards.

Salesforce & Systems

• Partner with Salesforce/Systems teams to improve Sales workflows, data quality, reporting, and automation.
• Identify opportunities to automate manual processes and reduce administrative work for Sales.
• Help manage Sales Operations systems, tools, integrations, and user requirements.
• Support Salesforce governance and ensure processes align with business needs.

Forecasting & Pipeline Management

• Support and improve the sales forecasting process.
• Monitor pipeline health, coverage, progression, and data quality.
• Partner with Sales leaders to identify gaps, risks, and opportunities within the pipeline.
• Prepare recurring forecast and pipeline reporting for leadership.

Cross-Functional Projects

• Lead Sales Operations projects from planning through implementation.
• Partner with Finance, Marketing, Customer Success, HR, and other teams on initiatives impacting the Sales organization.
• Translate business requirements into actionable plans and drive projects to completion.
• Support organizational changes, new processes, and system implementations.

What We're Looking For

• 3+ years of experience in Sales Operations, Revenue Operations, Business Operations, or a related field.
• Experience working in a B2B, SaaS, technology, or consulting environment preferred.
• Strong Salesforce experience and understanding of CRM processes.
• Strong analytical and problem-solving skills with the ability to turn data into actionable insights.
• Experience building and managing reports, dashboards, and operational metrics.
• Strong project management and organizational skills.
• Ability to manage multiple priorities and work independently.
• Strong communication skills and ability to work effectively with Sales leadership and cross-functional stakeholders.
• Comfortable challenging existing processes and recommending better ways of working.
• Strong attention to detail without losing sight of the bigger picture.

What Would Make You Stand Out

• Experience supporting a high-growth Sales organization.
• Experience with Salesforce administration, automation, or reporting.
• Experience with sales forecasting, pipeline management, territory planning, or sales compensation.
• Experience implementing or optimizing Sales Operations tools and processes.
• Experience managing or mentoring junior team members.
• Strong Excel/Google Sheets skills; experience with BI/reporting tools is a plus.
• Experience in a Salesforce consulting or technology organization.

What Success Looks Like

In this role, success means the Director of Sales Operations has more capacity to focus on strategy, leadership, and long-term planning because the Manager is independently running the day-to-day Sales Operations function.

You will be successful when

• Sales leaders have reliable data and reporting to make decisions.
• Sales processes are clear, scalable, and consistently followed.
• Manual and repetitive work is reduced through better processes and automation.
• Pipeline and forecasting data is accurate and actionable.
• Sales Operations projects move forward without requiring constant Director oversight.
• Junior team members have clear direction, ownership, and development opportunities.
• The Sales organization has a proactive operational partner who identifies problems before they become bigger issues.