Sales Operations Specialist

The Sales Operations Specialist reports to the Sales/Proposal Coordinator and serves as a key administrative and operational resource for the entire Sales organization, helping to improve the efficiency of the sales lifecycle. The role will develop a strong understanding of the organization's sales processes, systems, reporting, and administrative functions and, over time, become an important contributor to improving the efficiency, consistency, and scalability of the Sales organization. The ideal candidate is highly organized, detail-oriented, comfortable with new technology, a proactive problem solver, and an effective communicator. This role requires a collaborative team player who is willing to jump in, take ownership, and help resolve issues wherever needed.

Essential Responsibilities

Sales Operations & Administrative Support

• Provide day-to-day administrative and operational support to the Sales organization, including creating and maintaining shared sales resources.
• Coordinate meetings, agendas, follow-ups, and related documentation; funnel incoming leads and inquiries to the appropriate Account Manager.
• Assist with new customer onboarding, coordinating with Finance, Legal, Safety, and other departments to ensure information is complete and accurate.
• Support proposal development and submission by ensuring quality and consistency and gathering required information and supporting materials.
• Provide support to the Sales/Proposal Coordinator and CRO on sales-related activities, projects, and initiatives.
• Work closely with multiple internal departments to support the overall sales lifecycle.

CRM & Sales Systems Support

• Support sales users of CRM, quoting, and other sales technology platforms, including maintaining accurate customer, contact, opportunity, and project information.
• Assist with training new Account Managers on sales systems, processes, and technology, and serve as a resource for system and process questions.
• Document system procedures and maintain user guides and training materials while identifying opportunities to improve system utilization, data quality, and process efficiency.
• Help reconcile information across CRM, quoting, Finance, and operational systems and resolve data discrepancies.

Sales Reporting & Data Management

• Assist with sales reports, dashboards, forecasts, presentations, meeting preparation, and ad hoc data requests.
• Help identify and correct data inconsistencies and support efforts to improve data integrity.

Qualifications

• 2+ years of experience in administrative sales support, business operations, proposal coordination or a related field.
• Strong proficiency with Microsoft Office, particularly Excel, and willingness to learn/use new technology
• Experience working with CRM systems, sales quoting platforms, and/or other integrated business systems.
• Excellent organizational and time-management skills.
• Exceptional attention to detail, proofreading skills and data accuracy.
• Strong written and verbal communication skills.