Sales Operations Specialist

Nimble SolutionsChesterfield, MO
Hybrid

About The Position

The Sales Operations Specialist plays a critical role in enabling the sales organization to operate efficiently and effectively. This individual will be responsible for maintaining data integrity across sales systems, supporting pipeline visibility and deal execution, coordinating cross-functional initiatives with marketing, and delivering reporting and analysis that drives strategic decision-making. The ideal candidate is detail-oriented, analytically minded, and comfortable working across teams in a fast-paced environment.

Requirements

  • 2–4 years of experience in sales operations, revenue operations, or a related analytical/operational role
  • Proficiency with Salesforce CRM, including report building, dashboard creation, and data management
  • Strong analytical skills with the ability to interpret data and translate findings into clear, actionable insights
  • Advanced proficiency in Microsoft Excel or Google Sheets (pivot tables, VLOOKUP/XLOOKUP, data modeling)
  • Excellent organizational skills with a high degree of attention to detail
  • Strong written and verbal communication skills with the ability to work cross-functionally

Nice To Haves

  • Experience with marketing automation platforms (HubSpot, Marketo, or similar)
  • Familiarity with revenue intelligence tools (Gong, Clari, or similar)
  • Exposure to bookings-to-revenue or ARR/MRR tracking in a SaaS or subscription environment
  • Experience supporting Monthly or Quarterly Business Reviews for senior leadership

Responsibilities

  • Monitor and track sales initiatives, pipeline activity, and progress against quota and key performance targets
  • Maintain visibility into deal stages, forecast accuracy, and rep-level performance metrics
  • Flag pipeline risks and escalate as appropriate to sales leadership
  • Own the cleanliness and accuracy of Salesforce CRM, including account, contact, opportunity, and activity data
  • Audit records regularly and enforce data hygiene standards across the sales team
  • Build and maintain reports, dashboards, and workflows that support sales visibility and productivity
  • Act as the operational liaison between Sales and Marketing, coordinating campaign execution, lead routing, and follow-up processes
  • Track campaign-to-pipeline attribution and ensure marketing-generated leads are properly documented and actioned in Salesforce
  • Support alignment on messaging, targeting, and timing of sales and marketing initiatives
  • Prepare materials and data summaries in support of deal review meetings and pipeline calls
  • Assist in structuring deal approval workflows, discount tracking, and competitive tracking documentation
  • Partner with sales leadership to identify bottlenecks in the sales process and recommend improvements
  • Document and maintain standard operating procedures for sales processes, tools, and systems
  • Onboard new team members to sales tools and processes, ensuring adherence to established workflows
  • Continuously identify opportunities to streamline or improve operational processes
  • Prepare and present Monthly Business Review (MBR) materials for sales leadership, including pipeline summaries, performance trends, and key metrics
  • Develop and maintain bookings-to-revenue analysis, tracking the full lifecycle from closed-won to recognized revenue
  • Provide ad hoc analysis and data pulls in support of strategic planning and executive requests
  • Create and develop board-level reporting on a monthly and quarterly basis
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