Sales Operations Specialist
FSI
ERP
Sales Operations Specialist
Exodigo
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $98,105 - $118,176 per year
Job Level
Mid-LevelSenior
About the role
- Assist in defining pipeline processes and HubSpot CRM automations; partner with internal technical resources to scope and implement workflow/automation changes
- Support pipeline management and forecasting processes; conduct weekly one-on-one pipeline reviews with each sales rep to validate and maintain CRM accuracy
- Support development and documentation of sales processes, workflows, and best practices; train sales team members on CRM usage, sales technology tools, and process updates
- Support CRM data management to ensure pipeline accuracy, completeness, and hygiene
- Define requirements for Power BI sales reports and dashboards; collaborate with internal resources to build reports/dashboards and support ad-hoc reporting and analysis
- Assist sales reps with lead generation, outreach, conference preparation, and presentation support
- Support development and organization of sales collateral, templates, and playbooks; coordinate with Marketing to align on collateral and campaigns
- Serve as liaison between sales, marketing, and technical teams to streamline tools and processes; proactively identify opportunities to improve sales processes, reporting, and enablement
Requirements
- 3–5 years of experience in sales operations, business analyst, or related role (preferably in a technology or professional services environment)
- Proficiency with CRM platforms (HubSpot experience strongly preferred)
- Familiarity with data visualization/reporting tools (Power BI preferred)
- Strong analytical skills with attention to detail and data accuracy
- Excellent communication skills; ability to train, coach, and support a sales team
- Highly organized, with the ability to manage multiple projects and priorities
- Collaborative mindset and proactive problem-solving orientation
- Location: Remote, EST preferred
