Identify bottlenecks in the sales funnel and proactively find opportunities for automation and simplification to increase sales velocity.
Own the day-to-day management of sales systems (including CRM and integrated tech stack), ensuring high data integrity and platform health.
Build and maintain comprehensive dashboards and reports that translate complex data into actionable insights regarding pipeline health and team performance.
Develop and track Key Performance Indicators (KPIs), identifying emerging trends and delivering strategic recommendations to leadership.
Standardize and automate manual workflows to enable the sales team to focus on closing deals rather than administrative tasks.
Partner with Marketing, Finance, and Legal to ensure seamless execution on lead quality, revenue recognition, and contract management.
Act as the bridge between departments to enable cross-functional execution of new business strategies and go-to-market initiatives.

Requirements

5+ years of experience in Sales Operations, Business Analysis, or a related strategic role.
Strong proficiency in CRM management is required; SFDC (Salesforce) experience is highly desired.
Proven ability to analyze large data sets, identify trends, and communicate findings to non-technical stakeholders.
A natural inclination toward "standardize and automate" rather than "manual and repeat."
Ability to influence cross-functional partners in Marketing and Finance to ensure organizational alignment.
Bachelor’s degree in Business, Finance, or a related field preferred.

Applicant Tracking System Keywords

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

Hard Skills & Tools

Sales OperationsBusiness AnalysisCRM managementData analysisKey Performance Indicators (KPIs)AutomationWorkflow standardization

Soft Skills

CommunicationInfluencingCross-functional collaborationStrategic recommendations