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Sales Operations Specialist
Xtract One TechnologiesSales Operations Specialist managing Salesforce administration and sales support at Xtract One. Ensuring process precision and collaboration with regional sales teams in a hybrid work setting.
About the role
Key responsibilities & impact- Own day-to-day Salesforce hygiene: maintain accurate opportunity, account, contract, and renewal records.
- Perform routine data cleanup: merge duplicates, correct field values, close stale pipeline, and ensure stage progression reflects reality.
- Build and maintain reports and dashboards for renewal pipeline, forecast visibility, and Sales Ops KPIs.
- Manage basic Salesforce configuration — list views, record types, field updates, and simple flows — escalating complex architecture to the Salesforce agency partner.
- Ensure pricing accuracy, discounting compliance, and correct product/SKU selection.
- Support weekly forecast calls by ensuring pipeline data is accurate, stage-appropriate, and complete before each review cycle.
- Track deal velocity, stage conversion rates, and win/loss trends — surfacing insights to the Sr. Director on a regular cadence.
- Maintain quota tracking and territory assignment data in Salesforce, ensuring RSM records are accurate and current.
- Identify gaps or inconsistencies in the sales process and recommend workflow improvements, template updates, or automation opportunities.
- Support territory planning, annual quota-setting, and GTM model updates as directed by the Sr. Director.
- Support the Sr. Director in building and maintaining the Revenue Conversion Tracker, including data linkage between Salesforce and Finance reporting.
- Serve as the first line of operational support for Regional Sales Managers, answering process questions, resolving Salesforce issues.
- Support RSM onboarding and ongoing Salesforce training to drive adoption and data quality.
- Maintain and update sales collateral, templates, and resource libraries as product, pricing, or process changes occur.
- Serve as the intake coordinator for all inbound RFP and bid opportunities, logging requirements, deadlines, and stakeholder assignments in Salesforce.
- Monitor public procurement platforms (GovSpend, BidNet Direct, Civic IQ, SAM.gov) for relevant bid opportunities and flag proactively to the GTM team.
- Monitor the full renewal pipeline and proactively manage timelines, milestone alerts, and renewal quote delivery.
- Coordinate with RSMs to ensure subscription and maintenance contract renewals are quoted, negotiated, and executed on time.
- Track renewal status, identify at-risk accounts early, and take action to prevent contract or service lapses.
Requirements
What you’ll need- Post-secondary education in Business, Information Systems, Analytics, or related field.
- 3+ years of experience in Salesforce administration, sales operations, revenue operations, or a related analytical support role.
- Demonstrated experience supporting field or regional sales teams in a B2B environment.
- Experience with quoting tools, CPQ, or contract lifecycle management (CLM) systems.
- Experience with or ability to quickly learn automation tools (Zapier or equivalent) and Google Workspace.
- Proficient with Salesforce CRM, including data management, reporting, dashboards, and basic system configuration.
- Strong understanding of sales processes including pipeline management, forecasting, deal conversion, quota tracking, and territory structures.
- Strong analytical and problem-solving skills with ability to identify data/process gaps and support improvements in revenue operations and GTM execution.
Benefits
Comp & perks- Vacation
- Benefits
- Sick Days
- Bonus
- Stock Options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforce administrationdata managementreportingdashboardsbasic system configurationpipeline managementforecastingquota trackingautomation toolsquoting tools
Soft Skills
analytical skillsproblem-solving skillscommunication skillsorganizational skillsinterpersonal skills