A Sales Operations Associate is a critical support role that optimizes sales processes and enhances team efficiency through data management and system administration. This position drives revenue growth by ensuring the sales organization operates with accurate data, streamlined workflows, and effective tools.
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What is a Sales Operations Associate?
A Sales Operations Associate is a professional who supports the sales team by managing the operational and administrative functions that enable sales effectiveness. This role focuses on maintaining sales tools, processing data, and implementing processes that help the sales organization run smoothly and efficiently. They work closely with sales representatives and managers to remove obstacles, provide insights from data, and ensure that the sales infrastructure supports revenue generation goals.
What does a Sales Operations Associate do?
A Sales Operations Associate manages and maintains the customer relationship management (CRM) system, ensuring data accuracy and integrity. They generate sales reports and dashboards to track performance metrics, analyze trends, and provide actionable insights to the sales team. Additionally, they assist in sales process optimization, support the implementation of sales tools and technologies, and handle administrative tasks such as contract processing and order management to facilitate seamless sales operations.
Job Overview
The Sales Operations Associate will support the sales organization by optimizing processes, analyzing performance data, and implementing sales tools to drive revenue growth and operational efficiency. This role serves as a critical link between sales, marketing, and finance teams to ensure seamless sales operations and accurate reporting.
1. Maintain and optimize CRM system (Salesforce) data integrity and hygiene
2. Generate daily/weekly/monthly sales performance reports and dashboards
3. Process sales orders and ensure accurate contract documentation
4. Support sales forecasting and pipeline management processes
5. Coordinate sales enablement tools and technology stack administration
6. Assist in sales compensation plan administration and commission calculations
7. Analyze sales metrics to identify trends, opportunities, and areas for improvement
8. Provide administrative support for sales meetings and training sessions
9. Manage sales territory alignment and account assignment processes
10. Collaborate with marketing on lead management and conversion tracking
1. Bachelor's degree in Business, Finance, or related field
2. 1-2 years experience in sales operations, business operations, or sales support role
3. Proficiency with Salesforce CRM platform and Microsoft Excel (pivot tables, VLOOKUP)
4. Strong analytical skills with ability to interpret sales data and metrics
5. Excellent attention to detail and organizational capabilities
6. Basic understanding of sales processes and B2B sales cycles
7. Ability to maintain confidentiality with sensitive sales and compensation data
8. Strong communication skills for cross-functional collaboration
Preferred Qualifications
1. 2+ years experience in high-growth technology or SaaS company environment
2. Salesforce Administrator certification or demonstrated advanced Salesforce skills
3. Experience with sales enablement tools (Outreach, Salesloft, Gong)
4. Knowledge of sales compensation software (Xactly, CaptivateIQ)
5. Understanding of revenue operations (RevOps) framework
6. Experience with data visualization tools (Tableau, Power BI)
7. Background in supporting enterprise sales teams with complex sales cycles
Bonus Skills
1. Advanced Excel skills (macros, Power Query)
2. Basic SQL query writing ability
3. Experience with CPQ (Configure-Price-Quote) tools
4. Understanding of GDPR and data privacy regulations
5. Process automation experience (Workato, Zapier)
6. Knowledge of integration platforms (MuleSoft, Workato)
7. Multilingual capabilities for global sales support
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