AI Native, Business Operations & Sales Operations Specialist

ConsumerAffairs

About The Position

The Business Operations & Sales Operations Specialist supports Marketplace and Client Success by managing systems, data, and operational processes. This role is responsible for ensuring business systems and initiatives are implemented effectively and consistently across the organization. The position focuses on aligning systems, data, and workflows to improve efficiency, support decision-making, and enable scalable growth.

Requirements

Bachelor’s degree or equivalent experience
3-5 years of relevant business operations and technical experience
Experience managing Salesforce or similar CRM platforms
Strong SQL skills with experience in Snowflake (or similar data warehouses)
Experience with data visualization and analysis tools (e.g., Tableau, Excel)
Familiarity with APIs, integrations, and data architecture
Experience working with modern tools and platforms such as JIRA, Confluence, Slack, and Retool
Comfortable leading technical integrations and designing user flows

Nice To Haves

Interest in automation, AI, and operational efficiency (e.g., ChatGPT, Claude, Zapier)
Excellent communication and people skills
Obsessed with ensuring an exceptional customer experience- for both internal and external customers.
Stands up for decisions, takes responsibility for results, and shares both good and bad outcomes transparently.
Demonstrates a relentless focus on results with a commitment to deliver;
Takes decisive action, and confidently changes course if unsuccessful.
Displays a growth mindset to continually improve; encourages everyone around them to be tenacious and never settle.

Responsibilities

Own and optimize core platforms (Salesforce, Retool, JIRA, etc.)
Lead the implementation and adoption of a core CRM and customer data platform
Understand and help manage data flows across systems
Evaluate and implement tools, automation, and integrations
Analyze operational and sales data to identify trends and gaps
Write and run queries (e.g., Snowflake)
Support and assist with the implementation of API integrations
Troubleshoot system, integration, and data issues
Collaborate with stakeholders to define scope and functional requirements
Implement and scale processes designed by Business Ops leadership
Identify inefficiencies and improve workflows
Maintain clear documentation
Own training and onboarding for systems and processes
Drive adoption and consistent usage across teams
Act as a go-to resource for troubleshooting
Support sales and client success operations (pipeline visibility, process improvements)
Execute cross-functional initiatives across Product, Compliance, Sales, and Client Success
Own project management for Business Ops initiatives
Build and test prototypes or lightweight tools to support operations
Support AI and automation initiatives
Identify and resolve technical debt
Improve system integrations and user experience flows