Senior Sales Operations Specialist

 

About the Role 

We’re looking for a highly motivated, analytical Sales Operations Specialist to join our growing team. This role sits within Revenue Operations and partners closely with Sales, Sales Enablement, Marketing, IT, Finance, and Customer Experience to improve operational efficiency, strengthen data integrity, and scale our revenue systems. You’ll be a hands-on Salesforce power user/admin who also loves connecting systems, improving processes, and applying automation/AI to help teams sell smarter. 

This is an ideal role for someone who is detail-oriented, curious, and eager to build best-in-class workflows and reporting across a modern GTM tech stack. 

What You’ll Do  

Lead CRM Data Hygiene & Governance 

• Drive ongoing data hygiene efforts including de-duplication, enrichment, lifecycle management, and compliance. 

• Establish and maintain data standards, field definitions, and operational guardrails in partnership with cross-functional teams. 

• Ensure pricing, products, and contract-related records are accurate and accessible for leadership. 

Drive CRM, Automation, and AI Improvements that Move the Needle 

• Support Salesforce workflows, automations, and user experiences that increase seller productivity and data quality. 

• Identify high-impact opportunities for AI-enabled enhancements (e.g., routing, enrichment, activity capture, pipeline hygiene, forecasting support). 

• Partner with stakeholders to translate business needs into scalable system solutions. 

• Support integration troubleshooting, monitoring, and documentation to ensure reliable data flow and clean handoffs between systems. 

Build Reporting, Insights, and Operational Confidence 

• Create and enhance Salesforce reports and dashboards to support pipeline visibility, activity tracking, funnel performance, and operational KPIs. 

• Support BI workflows and stakeholder reporting needs (e.g., Power BI). 

• Collaborate with data teams on data transformations/queries as needed (SQL-heavy environment). 

Project & Change Management + Enablement Partnership 

• Drive planning, prioritization, and delivery of RevOps system projects and enhancements. 

• Partner with Sales Enablement to monitor adoption, launch improvements, and deliver training and communications. 

• Build and maintain process documentation, tool training materials, and integration documentation. 

• Support user onboarding/offboarding across the revenue tech stack and maintain internal knowledge articles. 

Additional Revenue Operations Support 

• Maintain pricing and contract records in Salesforce and systems like LinkSquares (and/or DocuSign). 

• Perform other Revenue Operations and data-related tasks as needed.  

What You’ll Bring (Requirements) 

• 3+ years in a Revenue Operations / Sales Operations function with a focus on systems, process, and business operations. 

• Salesforce Administrator experience (3+ years) including configuration, customization, automations/flows, reports, dashboards, and security/access fundamentals. 

• Strong working knowledge of Salesforce Sales Cloud (bonus for Revenue Cloud and/or Service Cloud). 

• Strong working knowledge of SQL (comfort writing queries to validate, troubleshoot, and analyze GTM data). 

• Strong proficiency with Excel (advanced formulas, pivot tables, data visualization). 

• Experience supporting and/or owning system integrations (APIs, middleware concepts, data mapping, sync behavior, error handling). 

• Experience with BI and reporting tools such as Power BI (or equivalent). 

• Strong project management skills: scoping, prioritization, documentation, stakeholder alignment, and execution. 

• Excellent interpersonal and communication skills, able to explain technical concepts to non-technical stakeholders. 

• Ability to thrive in a fast-paced environment with multiple priorities and evolving requirements. 

• A builder mindset: curiosity, strong ownership, and a passion for learning new technologies.  

Preferred Qualifications (Nice-to-Have) 

• Experience with Databricks (or modern data platforms/warehouses). 

• Experience with SOQL tooling and admin accelerators (e.g., Salesforce Inspector, Workbench, AppExchange tools&l