Sales Operations Associate

PEI Group•Charlotte, NC

1d•Hybrid

About The Position

The Sales Operations Associate supports PEI’s subscription, delegate, sponsorship and advertising sales teams, as well as Client Success, to keep commercial operations running smoothly. The role handles CRM requests, maintains accurate data, creates and allocates opportunities, and manages sales tools and licences. It also identifies opportunities to reduce recurring requests through training, clearer guidance or automation in Microsoft Dynamics 365, raising improvement ideas with the wider RevOps team. The position is based in Charlotte, North Carolina, with a hybrid schedule of three days in the office and two days working from home. The associate works with Sales, Client Success, Marketing, Finance, CRM administrators and analysts to maintain aligned sales data and processes, support system changes and help teams adopt them.

Requirements

Experience in a sales operations, CRM support or commercial operations role is preferred but not essential.
Experience with a CRM system, including data hygiene and user support, is an advantage.
Ability to build reports in Excel, check sales and pipeline data, and identify errors.
Problem-solving skills, including the ability to investigate recurring requests or errors and suggest fixes.
Ability to explain systems and processes clearly to non-technical colleagues, in writing and in person.
Accuracy, diligence and strong attention to detail.
Organisation and resilience, with the ability to manage competing priorities across several teams and meet deadlines.
Self-motivation and ability to work independently and take responsibility.
Ability to work with multiple stakeholders across departments and regions.
Personable and professional manner, with a service mindset toward supported teams.

Nice To Haves

Experience in a subscription, media or events business.
Experience with Microsoft Dynamics 365.

Responsibilities

Own the sales support queue by triaging, resolving and escalating Dynamics 365 requests from sales representatives, account managers and Client Success, working to agreed response times.
Maintain accurate CRM data by creating and merging organisations, offices and contacts and keeping account, opportunity and order records correct.
Create and allocate opportunities from inbound enquiries according to routing rules, and follow up to ensure the appropriate account manager takes ownership.
Create Dynamics 365 records as needed for the Sales, Client Success and Networks teams.
Keep accounts allocated to the correct team and revenue status (client or acquisition) as orders are posted or lapse.
Manage and assign sales tool licences and access, including LinkedIn Sales Navigator and commercial team distribution lists.
Provide first-line support for sales tools, including Dynamics 365 and DocuSign, and escalate issues to CRM administrators when needed.
Maintain price units in Dynamics 365 and sales forecast files, and produce routine operational reports such as licensed user lists and CRM views.
Identify recurring request patterns and flag opportunities to reduce them through training, clearer guidance or automation.
Work with CRM administrators and analysts to test and support changes and help teams adopt them.
Work with Sales, Client Success, Marketing and Finance to keep sales data and processes aligned.