Description
We are looking for a detail-oriented, process-driven Sales Operations Specialist who helps the full sales organization work more effectively. You will support SDRs, AEs, CAMs, Reseller Reps, and SEs by removing obstacles, providing practical operational guidance, and keeping the right teams connected.
Responsibilities:
- Serve as a frontline resource for the sales organization by answering questions, resolving issues, and helping SDRs, AEs, CAMs, Reseller Reps, and SEs stay unblocked.
- Partner with RevOps leadership to identify operational bottlenecks and implement practical solutions.
- Document, maintain, and optimize sales operations workflows so teams can work with greater clarity, efficiency, and consistency.
- Identify opportunities to improve processes, implement sales technology enhancements, and reduce manual effort through tools and automation.
- Support monthly financial reconciliation, data auditing, and the accuracy of sales data, reporting, and performance metrics.
- Act as a liaison between Sales, Finance, Legal, GTM Systems, and Engineering to resolve issues and maintain smooth operations.
- Use AI tools such as Claude and Serval for practical research, drafting, analysis, and workflow support while applying sound judgment to the output.
Requirements:
- 5+ years of experience in sales operations, sales support, or a related role supporting revenue-generating teams.
- Experience with Salesforce and billing processes.
- Strong attention to detail and a clear commitment to process accuracy and data integrity.
- Proficient with Microsoft Excel, Google Sheets, and other reporting tools.
- Clear communication skills in writing and conversation, and ability to manage competing priorities while keeping stakeholders informed.
- Understanding of sales workflows and operations best practices, with experience supporting distribution and reseller sales teams.
- Experience using AI tools such as Claude and Serval to work faster and smarter, while reviewing outputs critically and protecting the accuracy of your work.
What We Offer:
- 100% remote work environment
- Generous paid time off policy, including vacation, sick time, and paid holidays
- 12 weeks of paid parental leave
- Highly competitive and comprehensive medical, dental, and vision benefits plans
- 401(k) with a 5% contribution regardless of employee contribution
- Life and Disability insurance plans
- Stock options for all full-time employees
- One-time $500 reimbursement for building/upgrading home office
- Annual allowance for education and professional development assistance
- $75 USD/month digital reimbursement
- Access to the BetterUp platform for coaching, personal, and professional growth