Business Operations Specialist
About The Position
This role focuses on supporting the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration. The specialist will partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove operational roadblocks. They will also serve as a key point of contact for sales enablement tools, systems, and processes, assisting in the development and execution of sales enablement programs, training materials, and onboarding resources to improve seller productivity and effectiveness. Additionally, the role involves overseeing call center customer service operations for assigned accounts, developing and maintaining dashboards and reports for actionable insights, conducting deep-dive analyses, and monitoring data integrity. The specialist will also identify and lead continuous improvement initiatives, document standard operating procedures, and assist in managing cross-functional projects. CRM administration, stakeholder collaboration, and communication are also key aspects of this position.
Requirements
- Bachelor's degree in business administration, Business Operations, or a related field
- 5+ years of experience in Sales Operations, Business Operations, or a related analytical/operations role
- Strong proficiency in CRM platforms (Salesforce preferred) and sales enablement tools
- Advanced skills in Microsoft Excel and/or Google Sheets (pivot tables, VLOOKUP, complex formulas)
- Demonstrated ability to manage and analyze large datasets and translate findings into actionable business insights
- 3+ Years Call center operations experience
- Proven project management skills with the ability to prioritize and manage multiple initiatives simultaneously
- Strong written and verbal communication skills with the ability to present to executive audiences
- Experience working within a Decision Analytics, Data & Analytics, or Technology-driven organization
- Familiarity with SQL or other data querying languages
- Familiarity with data visualization tools such as Tableau, Power BI, or Looker
- Experience supporting sales and contact center operations
- Prior experience in a contractor or consulting capacity supporting large-scale enterprise organizations
- Familiarity with Agile or project management methodologies (e.g., Jira, Zendesk)
Nice To Haves
- Master's degree a plus
- Prior experience in a contractor or consulting capacity supporting large-scale enterprise organizations
- Familiarity with Agile or project management methodologies (e.g., Jira, Zendesk)
Responsibilities
- Support the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration
- Partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove operational roadblocks
- Serve as a key point of contact for sales enablement tools, systems, and processes across the DA organization
- Assist in the development and execution of sales enablement programs, training materials, and onboarding resources to improve seller productivity and effectiveness
- Oversee call center customer service operations for assigned accounts
- Develop, maintain, and enhance dashboards, reports, and scorecards to provide actionable insights on sales performance, KPIs, Returns, and business trends
- Conduct deep-dive analyses to identify patterns, gaps, and opportunities within the sales funnel and revenue pipeline
- Translate complex data sets into clear, concise narratives and recommendations for senior leadership and stakeholders
- Monitor data integrity across CRM and related sales systems, ensuring accuracy and consistency of reporting
- Identify and lead continuous improvement initiatives that enhance the efficiency and scalability of sales operations processes
- Document standard operating procedures (SOPs) and best practices for key operational workflows
- Assist in managing cross-functional projects from initiation through completion, ensuring timely delivery and stakeholder alignment
- Support change management efforts related to system implementations, process redesigns, and organizational updates
- Identify and lead continuous improvement initiatives to reduce return
- Manage and maintain CRM platforms (e.g., Salesforce) including data hygiene, user support, and process configuration
- Collaborate with IT and systems teams to evaluate, implement, and optimize sales technology solutions
- Provide end-user training and support for sales tools and platforms
- Act as a liaison between the DA Sales team and internal operations, finance, Logistics and analytics functions
- Prepare and present operational updates, business reviews, and performance summaries to leadership
- Build strong working relationships with stakeholders at all levels of the organization to ensure alignment and effective execution
Benefits
- The hourly range for roles of this nature are $35.00 to $45.00/hr. Rates are heavily dependent on skills, experience, location, and industry.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
