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About the role
Key responsibilities & impact- Maintain CRM data quality, integrity, and overall system hygiene
- Monitor pipeline activity and identify missing information, stalled opportunities, process gaps, and reporting inconsistencies
- Conduct routine audits of sales records, contacts, accounts, opportunities, and activities
- Ensure sales opportunities are progressing through the CRM in accordance with established sales processes
- Support forecasting efforts through accurate pipeline tracking and reporting
- Assist sales leadership in maintaining pipeline governance and stage discipline
- Create and maintain recurring sales reports, dashboards, and performance metrics
- Analyze historical sales activity, trends, conversion rates, and pipeline performance
- Identify patterns, opportunities, bottlenecks, and areas for improvement
- Assist leadership with quarterly planning, sales reviews, and forecasting initiatives
- Support the development and maintenance of KPI scorecards and sales performance reporting
- Prepare, process, and track customer order forms and agreements
- Manage DocuSign workflows and contract execution processes
- Perform preliminary reviews of customer purchasing requirements, legal terms, and onboarding documentation
- Coordinate internally to ensure smooth order processing and customer onboarding
- Maintain pricing records, sales documentation, and internal reference materials
- Serve as a resource to sales team members regarding sales processes, pricing, forms, and procedural questions
- Organize sales meetings, team reviews, and planning sessions
- Prepare meeting agendas, capture notes, document action items, and coordinate follow-up activities
- Help maintain sales playbooks, process documentation, and internal knowledge resources
- Support onboarding and training of new sales team members
- Assist with development and maintenance of sales content, templates, and operational resources
- Utilize CRM (Zoho), Microsoft 365, Teams, DocuSign, AI tools, and other business platforms to improve productivity and efficiency
- Leverage tools such as ChatGPT and AI-assisted technologies to streamline administrative tasks, reporting, documentation, and workflow management
- Identify opportunities to automate repetitive tasks and improve business processes
- Assist with implementation and adoption of new sales technologies and operational initiatives
Requirements
What you’ll need- Bachelor's degree or equivalent professional experience
- 3+ years of experience in sales operations, sales administration, business operations, project coordination, or related roles
- Strong proficiency with CRM systems such as Zoho, Salesforce, HubSpot, or Microsoft Dynamics
- Advanced Microsoft Office skills, particularly Excel, Teams, Outlook, Word, and PowerPoint
- Exceptional organizational and time-management abilities
- Strong analytical and problem-solving skills
- Ability to manage multiple priorities with minimal supervision
- Excellent written and verbal communication skills
- High attention to detail and commitment to accuracy
- Demonstrated ability to learn and adapt to new technologies quickly
- Experience supporting B2B sales organizations (preferred)
- Experience building reports, dashboards, and KPI tracking tools (preferred)
- Familiarity with sales forecasting and pipeline management (preferred)
- Experience with DocuSign or contract management platforms (preferred)
- Working knowledge of AI tools such as ChatGPT, Microsoft Copilot, or similar technologies (preferred)
- Experience creating process documentation, workflow diagrams, or standard operating procedures (preferred)
Benefits
Comp & perks- Health insurance
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM data managementsales operationssales administrationpipeline managementreport buildingKPI trackingprocess documentationworkflow managementdata analysiscontract management
Soft Skills
organizational skillstime managementanalytical skillsproblem-solving skillscommunication skillsattention to detailadaptabilityteam collaborationprioritizationtraining and onboarding
Certifications
Bachelor's degree