Support Sales Operations projects and initiatives end-to-end, including the CRM Innovations team, process improvement, reporting, and enablement efforts.
Document and manage business requirements (BRDs, user stories, acceptance criteria) and support requirements validation.
Assist with business process analysis and continuous improvement across Sales Operations workflows.
Coordinate project workstreams, including plans, tasks, dependencies, risks, and follow‑ups.
Support intake, discovery, and triage of CRM requests by clarifying scope, documenting assumptions, and routing to appropriate owners.
Communicate project status, risks, and decisions clearly to business and technical stakeholders.
Partner with the CRM team to translate business needs into system requirements and maintain alignment through delivery.
Support Sales Operations and CRM related activities such as reporting needs (views, dashboards), workflow automation (Power Automate), and release coordination.
Assist with testing and release readiness, including test case support, UAT coordination, defect tracking, and training or release communications.
Maintain project documentation, plans, and trackers; coordinate recurring project routines and meetings.
Track risks, issues, and decisions; escalate as needed; and contribute to lessons learned and continuous improvement.

Requirements

Bachelor’s degree in business, information systems, engineering, or a related field (or equivalent experience).
2–3 years of experience supporting projects, operations, business analysis, or CRM‑related initiatives.
Working knowledge of project management fundamentals (Agile/Scrum or Waterfall); CAPM, CSM, or similar certification is a plus.
Strong organizational skills with the ability to manage multiple priorities and follow through on commitments.
Clear written and verbal communication skills; comfortable working with both business and technical teams.
Experience documenting processes and requirements and translating business needs into actionable detail.
Proficiency with Microsoft 365 (Teams, SharePoint) and familiarity with work tracking tools (e.g., Azure DevOps, Jira) is a plus.
Exposure to Microsoft Dynamics 365 and related concepts (Dataverse, workflows/Power Automate, security roles, reporting) preferred.
Must have authorization to work permanently in the U.S.

Benefits

Flexible Workplace
Employee Ownership
Competitive Pay
Comprehensive Benefits Package
Collaborative Environment
Innovative Culture

Applicant Tracking System Keywords

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

Hard Skills & Tools

business requirements documentationbusiness process analysisworkflow automationtestinguser acceptance testingdefect trackingproject managementAgileScrumWaterfall

Soft Skills

organizational skillscommunication skillsability to manage multiple prioritiesfollow through on commitments

Certifications

Bachelor's degreeCAPMCSM