Sales Operations Specialist

Job Description

Responsibilities

1. Lead Generation Process Support

• Assist the handover of leads information from Marketing to Sales.
• Support in the assignment of Sales Owners to Leads
• Track and report on the progress of Leads pick up

2. CRM Data Quality & Governance

• Enforce clear standards for sales activity updates
• Conduct regular data quality checks and follow up on missing or incomplete records
• Support Sales team in maintaining accurate and up-to-date CRM data

3. Pipeline Monitoring

• Track pipeline health (aging, inactivity, stalled deals)
• Follow up with Sales Owners and escalate risks when needed
• Ensure timely updates to support accurate forecasting
• Track campaigns and rollouts of strategy initiatives and campaigns
• Track and administer follow ups to client organizations (”Accounts” in salesforce) on watchlists

4. Reporting & Analytics

• Build and maintain dashboards on pipeline, performance, and activity metrics
• Provide regular reports and exception insights for leadership reviews
• Support data analysis using Power BI, SQL, or internal systems

5. Sales Process & Cadence Support

• Support weekly forecast and pipeline review processes
• Document SOPs and improve sales workflows
• Provide basic training and guidance to Sales teams on tools and processes

Qualifications & Requirements

Education & Experience

• Bachelor’s degree in Business, Finance, Data Analytics, or related field
• 2-3 years of experience in CRM / Sales Operations / Sales Support / Business Operations / Sale Excellence
• Experience in fintech, SaaS (Software-as-a-Service), or financial data businesses is highly preferred

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
#GraphicDesignJobsOnline
#WebDesignRemoteJobs
#FreelanceGraphicDesigner
#WorkFromHomeDesignJobs
#OnlineWebDesignWork
#RemoteDesignOpportunities
#HireGraphicDesigners
#DigitalDesignCareers
# Dynamicbrand guru