CRM & Sales Operations Analyst
About The Position
This role reports directly to the North America Sales Lead and supports the day-to-day operations of the sales organization. The position is focused on CRM maintenance, reporting support, pipeline tracking, and administrative coordination to help ensure consistent and organized sales execution. We are seeking a detail-oriented and organized individual who enjoys structured, process-driven work and takes pride in maintaining accurate systems and data. This role is ideal for an early-career professional looking to gain experience in sales operations, CRM administration, and commercial support within a collaborative consulting environment. The role is highly execution-oriented and involves maintaining CRM accuracy, preparing recurring reports, supporting internal coordination, and assisting the sales team with operational tasks.
Requirements
- 1–4 years of professional experience in sales support, operations, administration, or related roles
- Bachelor’s degree preferred
- Strong organizational skills and attention to detail
- Comfortable working with data and repetitive process-oriented tasks
- Proficiency with Microsoft Excel, PowerPoint, and other Office tools
- Strong written and verbal communication skills
- Ability to manage multiple tasks and priorities in a fast-paced environment
Nice To Haves
- Experience with CRM platforms such as SugarCRM, Salesforce, or HubSpot is a plus
- Experience with reporting or dashboard tools is a plus
- Strong attention to detail and follow-through
- Reliable and organized working style
- Ability to learn new systems and processes quickly
- Positive and collaborative attitude
- Comfort working with structured and administrative tasks
- Ability to work independently while supporting a broader team
Responsibilities
- Maintain and update CRM records, opportunities, contacts, and account information
- Review and clean data to ensure consistency and accuracy
- Support ongoing CRM maintenance and standardization efforts
- Assist with data imports, exports, and list management
- Help maintain account segmentation and targeting lists
- Support adoption and consistent use of CRM processes
- Prepare recurring sales reports, dashboards, and tracking files
- Update pipeline reporting and support weekly sales reviews
- Assist with preparation of presentations and meeting materials
- Track sales activities and support reporting accuracy
- Help organize and maintain sales documentation
- Support coordination between sales, marketing, finance, and delivery teams
- Help ensure information is transferred accurately between teams
- Maintain organized records and supporting documentation
- Assist with process updates and administrative follow-up items
- Support trade shows, events, and internal sales coordination activities as needed
Benefits
- Medical, dental, and vision coverage
- Paid time off and holidays
- International training opportunities
- Wellness program
- Company-sponsored events
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
