Sales Operations Specialist
Nor-Cal Pipeline Services
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $75,000 - $105,000 per year
About the role
- Supports the sales team by improving coordination between sales, operations, and accounting
- Focuses on maintaining accurate CRM data, supporting inbound requests, improving visibility into sales activity
- Helps ensure a smooth flow from customer inquiry through project completion and payment
- Support stronger alignment between sales, CRM systems, and operations to improve customer service
- Contributes to consistent revenue performance
- Supports Salesforce as a primary internal resource: Customizing/configuring reports related to KPIs
- Maintain accurate tracking of opportunities, quotes, rate sheets and customer communication
- Help improve data quality and consistency across the system
- Assist with reporting to support pipeline visibility and forecasting
- Participate in Salesforce training and continued development
- Support communication between inside sales and operation
- Help improve visibility into project timelines and scheduling
- Assist with coordination from quote approval to project execution
- Ensure information is shared clearly across teams
- Work with accounting to track existing outstanding invoices
- Monitor aging reports and support follow up with customers
- Assist with proactive communication to reduce invoices over 90 days past due
- Help support overall cash flow through consistent follow-up
- Help manage incoming service requests
- Ensure requests are routed and responded to in a timely manner
- Maintain clear and professional communication with customers
- Maintain accurate and up to date opportunity data
- Support reporting on pipeline activity and upcoming work
- Help improve visibility into sales performance and conversion trends
Requirements
- 2 to 5 years of experience in sales operations, sales support, or CRM coordination
- Experience with Salesforce or a similar CRM system
- Strong organizational and communication skills
- Ability to manage multiple tasks and work across teams
- Salesforce certification or interest in obtaining it (preferred)
- Experience in construction, industrial, or field service environments (preferred)
- Familiarity with accounts receivable (preferred)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM coordinationSalesforcereport customizationdata quality improvementpipeline reportingopportunity trackinginvoice trackingforecastingproject schedulingaccounts receivable
Soft Skills
organizational skillscommunication skillsteam collaborationmulti-taskingcustomer serviceproactive communicationcoordinationproblem-solvingattention to detailtime management
Certifications
Salesforce certification