About The Position

The Sales & Marketing Operations Specialist will play a key role in supporting our sales and marketing teams with system support, managing data, reporting, and coordinating various initiatives to drive revenue growth and enhance customer engagement.

Requirements

  • Bachelor's Degree in business administration, finance, or related field preferred
  • Minimum of 2 years' relevant experience in sales operations
  • Ability to interpret data, identify trends and create actionable insights
  • Strong skills in data analysis tools including Microsoft Excel, and data visualization software (e.g., Tableau, Power Bi, PowerPoint)
  • Prefer experience working with sales and marketing CRM systems (e.g., Salesforce, Talent Rover)
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams
  • Detail-oriented with a focus on accuracy and quality in data analysis and reporting

Responsibilities

  • Manage, administer and maintain the sales CRM and related systems, to include enhancements and improvements
  • Manage and validate the integrity of sales data within the systems
  • Support of system tools such as Definitive, Engage, Salesforce
  • Generate reports and dashboards to provide KPIs and other key performance metrics using CRM
  • Track and report sales pipelines, forecasts, and other sales reports relative to sales target and performance
  • Collaborate with finance, payroll, recruiting and marketing as needed
  • Provide support to sales and marketing leadership in implementations of strategies, action plans
  • Ensure alignment between sales strategies and system capabilities
  • Serve as a subject matter expert on sales operations, providing assistance to team members
  • Work with marketing team to develop sales materials, collateral, presentations, etc.
  • Assist marketing with events, conferences and trade shows
  • Support marketing team on other projects

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Industry

Religious, Grantmaking, Civic, Professional, and Similar Organizations

Education Level

Bachelor's degree

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