Hybrid Sales Operations Specialist

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About the role

  • Sales Operations Specialist optimizing sales processes and providing insights at an automotive FinTech company. Collaborating cross-functionally to drive revenue growth and ensure data integrity in CRM.

Responsibilities

  • Maintain data integrity and hygiene within the CRM, including regular audits and cleanup
  • Configure CRM dashboards, workflows, and automation to support sales processes
  • Train sales team members on CRM best practices and proper usage
  • Troubleshoot technical issues for sales and coordinate with CRM vendor support when needed
  • Design, build, and maintain dashboards and reports to track key sales metrics and KPIs
  • Provide regular sales performance reports to leadership (daily, weekly, monthly, quarterly)
  • Analyze sales trends, pipeline health, conversion rates, and win/loss patterns
  • Generate forecasts and predictive analytics to support strategic planning
  • Create ad-hoc reports and analyses as requested by sales leadership
  • Present findings and recommendations to stakeholders in clear, actionable formats
  • Design and implement territory alignments based on geography, industry, account size, or other criteria
  • Conduct territory analysis to ensure balanced coverage and optimal resource allocation
  • Document and standardize sales processes and methodologies
  • Identify bottlenecks and inefficiencies in the sales cycle
  • Recommend and implement process improvements to increase productivity
  • Develop and maintain sales playbooks, templates, and enablement materials
  • Partner with Marketing to track lead generation, conversion, and ROI
  • Collaborate with Finance on revenue recognition, forecasting, and budgeting
  • Work with Product teams to communicate customer feedback and feature requests
  • Coordinate with Customer Success on account expansion and retention metrics

Requirements

  • 3-5 years of experience in sales operations, sales analytics, or related role
  • 3-5 years of Microsoft Dynamics experience
  • Preferred experience with Maplytics in the Field Sales Team environment
  • Advanced proficiency in CRM platforms (Dynamics 365 required)
  • Expert-level Excel/Google Sheets skills (pivot tables, VLOOKUP, formulas, data modeling)
  • Preferred experience with data visualization tools (Power BI, Looker, or similar)
  • Familiarity with sales engagement platforms and sales intelligence tools
  • Clear and concise written and verbal communication abilities
  • Strong collaboration skills and ability to work cross-functionally
  • Self-starter who can work independently with minimal supervision
  • Bachelor's degree in Business, Statistics, Data Analytics, or related field

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • disability insurance
  • PTO
  • 401k
  • paid holidays
  • free parking

Job title

Sales Operations Specialist

Job type

Experience level

Mid levelSenior

Salary

$106,000 - $136,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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