Role :
Operations Specialist
Location :
WORK FROM HOME
JOB DESCRIPTION:
- We are looking for an Operations Specialist to serve as a versatile backbone for our revenue organization. You will identify friction in our processes, tools, and integrations; create the reporting and dashboards that keep sales leadership and reps informed; and serve as a first line of support linking Sales, Enablement, and Marketing. This role fits someone equally at ease working in Salesforce, exploring a dataset, and sitting in a room with sales leadership – someone who can prioritize ruthlessly and deliver accurate work under tight deadlines.
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Process, Automation & AI
Spot gaps in processes, integrations, and automations; leverage AI to boost functionality and effectiveness throughout the revenue organization.
Help with ad hoc business projects, such as bringing new products and business lines into existing operating rhythms.
Reporting & Analytics
Build and roll out reporting and dashboards in our tools for the revenue organization, with a focus on efficiency, effectiveness, and productivity.
Work with Sales Strategy and Sales Data Analytics to keep reporting and metrics consistent across teams.
Provide support for data analysis tied to sales compensation payouts.
Systems & Salesforce
Create basic Salesforce reports and dashboards, and link workflows to Zapier for automation.
Work alongside our Salesforce developer on data hygiene and data integration for new processes and new business motions.
Knowledge & Enablement
Document processes and create a knowledge repository for first-tier sales support.
Teach sales teams how to use sales tools and processes effectively.
Cross-Functional Collaboration
Collaborate with Enablement, Sales, CSMs and Marketing to secure alignment and support for operations.
Help shape sales strategies and tactics using data insights and market trends.
Education Required:
- any graduation
- any stream
- any post graduation
- fresher’s
- experienced also
skills
Technical Proficiency: Solid grasp of CRM systems (Salesforce), sales engagement platforms, and other sales technologies.
Salesforce & Automation: Skilled at building basic Salesforce reports and dashboards and linking them with Zapier or comparable automation tools.
Analytical Skills: capable of analyzing data — including compensation/payout data — spotting trends, and generating insights.
Communication Skills: capable of communicating effectively with sales teams, leadership, and other stakeholders.
Problem-Solving Skills: capable of identifying and resolving issues tied to sales processes and technology.
Project Management Skills: capable of handling several projects and priorities at once while delivering accurate output on schedule.
Preference for candidates with exposure to integrating acquisitions or new business lines into existing sales operations, plus prior experience supporting sales compensation processes.
Familiarity with data visualization tools (e.g., Tableau, Looker) and with using AI tools to automate or enhance operational workflows.
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