PhillyTech (SaaS Talent)

Sales Operations Specialist

PhillyTech (SaaS Talent)

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $2,500 - $3,500 per month

Job Level

Senior

About the role

  • Administer and maintain the CRM, including users, stages, fields, and data hygiene.
  • Own pipeline structure and ensure consistent use of sales stages and required fields.
  • Build and maintain standard sales dashboards and reports.
  • Support weekly and monthly pipeline and forecast reporting.
  • Monitor pipeline health and flag risks such as stalled deals or missing data.
  • Document sales processes, definitions, and reporting standards.
  • Support the onboarding of new sales team members on systems and processes.
  • Act as the primary point of contact for sales systems questions and issues.
  • Continuously improve sales operational workflows to increase efficiency and accuracy.

Requirements

  • 3 to 6 years of experience in Sales Operations, Sales Coordination, or a similar role in a B2B SaaS environment.
  • Hands-on experience administering and maintaining a CRM (HubSpot, Salesforce, Pipedrive, or similar).
  • Strong understanding of sales pipelines, forecasting, and reporting.
  • High attention to detail with a strong focus on data accuracy and consistency.
  • Ability to work closely with sales leadership and sales representatives.
  • Strong organizational and documentation skills.
  • Comfortable working in a fast-paced, growing SaaS environment.
  • Clear communicator who can enforce process without creating friction.
  • Self-directed and accountable, with the ability to manage priorities independently.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM administrationsales pipeline managementforecastingreportingdata hygienesales dashboardssales processes documentationdata accuracysales operational workflows
Soft Skills
attention to detailorganizational skillscommunication skillsself-directedaccountabilityability to manage prioritiescollaboration with sales leadershipprocess enforcement