Sales Operations Specialist

Datasite

Sales Operations Specialist at Grata focusing on improving sales processes and ensuring accurate reporting. Collaborating with Sales, CS, Finance, and Leadership for efficient commercial operations.

Posted 6/12/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $100,600 - $169,800 per yearWebsite

About the role

Key responsibilities & impact

Partner with Sales leadership to improve and scale processes across pipeline management, forecasting, territory planning, and opportunity management.
Maintain and optimize Salesforce data quality, workflows, and reporting to ensure accurate visibility into sales performance.
Build and deliver reporting and dashboards that provide actionable insights into pipeline health, sales activity, conversion rates, and forecast attainment.
Support core sales operations processes including territory management, lead routing, account assignment, and sales performance tracking.
Identify operational inefficiencies and implement scalable solutions that improve productivity, data integrity, and decision-making across the Sales organization.

Requirements

What you’ll need

2–3+ years of experience in Sales Operations, Revenue Operations, Business Operations, Finance, Consulting, or a similar analytical role within a SaaS environment.
Strong understanding of B2B SaaS sales processes, pipeline management, forecasting, and sales performance metrics.
Experience working in Salesforce, with familiarity in sales engagement, prospecting, and reporting tools considered a plus.
High analytical rigor with strong Excel/Google Sheets skills and the ability to translate complex data into actionable business recommendations.
Strong communication and stakeholder management skills, with the ability to work cross-functionally and support both leadership and frontline sales teams.
Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.

Benefits

Comp & perks

health insurance (medical, dental, vision)
retirement savings plan
paid time off
other employee benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Sales OperationsRevenue OperationsBusiness OperationsSalesforceExcelGoogle SheetsData AnalysisForecastingPipeline ManagementSales Performance Metrics

Soft Skills

Analytical SkillsCommunicationStakeholder ManagementOrganizational SkillsDetail-orientedCross-functional CollaborationTime ManagementProblem-solvingAdaptabilityLeadership Support