Sales Operations Specialist

The Role

Candex is seeking a Sales Operations Specialist to join our expanding sales team. In this pivotal role, you will enhance our sales processes, systems, and tools to improve efficiency and effectiveness. You'll lead new projects and work closely with the VP of Sales, leadership of our Customer Success teams, and teams in marketing & finance to ensure alignment and drive performance. This position is based on the East Coast, US.

Responsibilities

• Design & improve reporting on sales & account performance
• Monitor and analyze sales metrics and KPIs to identify areas for improvement and drive data-driven decision-making.
• Manage and optimize the sales tech stack, currently including Zoho CRM, sales automation tools, and analytics platforms.
• Research, design, and implement relevant GTM tools, including, but not limited to, AI-based tools
• Collaborate with VP of Sales to manage the sales pipeline
• Develop robust sales forecasts, alongside Finance
• Ensure accurate and timely reporting of sales performance and provide insights to senior management.
• Collaborate with finance to manage sales incentives, commission plans, and sales budgeting.

Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field.
• 2+ years of professional experience, including sales operations, preferably within a B2B SaaS environment.
• Experience utilizing and/or implementing GTM AI-based tools is a plus. 
• Strong understanding of CRM systems and sales automation tools, experience with Zoho CRM is a plus.

Core Skills

• Excellent analytical skills with the ability to interpret data and provide actionable insights.
• Ability to turn feedback and ideas into actionable projects
• Excellent stakeholder management skills
• Ability to operate when problems are ambiguous
• Humble approach to work where you can span from large strategic tasks to also day-to-day operational fixes
• Advanced Excel skills. 
• Exceptional organizational and project management skills.
• Strong written and verbal communication skills.
• Ability to move projects forward and thrive in a fast-paced, dynamic environment.

Why Work With Us

• We are humble, hungry, intelligent and collaborative. Work alongside teammates who value curiosity, kindness, and shared success.
• Competitive Compensation – Earn a salary and benefits that reflect your skills and impact.
• Parental Leave – Take meaningful time to bond with your growing family.
• Flexible Work Environment – Balance life and work with adaptable schedules.
• Global Team + Mindset – Join a diverse, international team that thinks beyond borders.
• Home Office Setup – Get the gear and support you need to work comfortably from anywhere.
• Professional Development – Grow your skills with training and learning sessions.
• Internal Mobility – Explore new global roles and career paths without leaving the company.
• Team Outings – Connect and celebrate with colleagues through regular social events.

Our Values

• Be a Stickler for Details - we think about the details when making decisions and ensure we haven’t overlooked anything.
• Debate, Decide, Deliver - Candexers foster a culture of open debate so we can make the right decision.
• Innovate to Simplify - we continuously look for simpler ways to do everything.
• Follow Through, Follow Up - we are always moving the ball forward – when we say we will do something, we do it.
• Attract & Develop the Best - we expect each hire to raise the bar, and once they start, they should continue to develop their skills with the support of leadership.
• Keep an Obsessive Customer Focus - our customers’ satisfaction is our obsession, and we will stop at nothing to make their experience simple & flawless.
• Learn & Be Curious - we foster an environment of continual learning and encourage challenging questions and believe curiosity drives innovation and improvement.
• Act with Integrity & Professionalism - we act with honesty, transparency, and ethical principles – ensuring our actions align with our values.