Coordinate the full contract lifecycle, ensuring accurate Salesforce documentation, seamless handoffs to Services and Finance, and timely updates across related objects (Assets, Contracts, Opportunities)
Identify data inconsistencies, troubleshoot issues, and implement solutions that improve forecasting and revenue tracking
Maintain and optimize Sales Operations workflows, including Salesforce data updates, reporting, and cross-functional team support for pipeline visibility, renewal tracking, and customer engagement
Act as the primary point of contact for sales operations support, triaging and tracking requests and resolving or escalating issues
Collaborate with Finance, Services and Sales to uphold data integrity and ensure alignment on booking forecasts and revenue conversion
Integrate data from multiple platforms (Salesforce, Marketo, Excel) to produce reliable insights and eliminate duplication
Support lead generation efforts by managing Salesforce campaign data, tracking performance, and ensuring smooth integration between sales and marketing systems
Deliver Salesforce training and documentation to empower the sales team and promote best practices in data hygiene and task management
Manage supplier and partner portals (e.g., GE, AWS), ensuring accurate data flow and operational alignment
Requirements
3+ years of experience in sales operations, CRM administration, or commercial support roles
Proficiency in Salesforce, with experience in reporting, data management, and user support
Strong analytical and problem-solving skills, with a keen eye for detail and data accuracy
Excellent communication and coordination abilities across cross-functional teams
Proficiency with MS Excel and ability to learn other supporting software tools as needed
Familiarity with marketing automation platforms (e.g., Marketo) and ERP systems is a plus
Ability to triage, track, and resolve or escalate sales operations requests with speed and accuracy
Must follow local, state and federal employment laws and compliance standards (I-9, Harassment, EEOC, Civil rights, ADA)
Must follow OSHA, HIPAA, privacy, safety and confidentiality standards at all times
Benefits
Remote position (with ~5% or less travel annually)
Option to come into the Somerville office (not required)
Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.