Sales Operations Specialist
About The Position
The Sales Operations Specialist is a subject matter expert within the Sales Operations function, supporting Account Managers across all clients rather than owning a client portfolio or managing direct client relationships. The role supports account data integrity, operational activities, reporting and analytics, process improvement, and cross-functional coordination. It provides operational recommendations and guidance to Sales Operations Coordinators and partners with Account Managers and client-facing teams to support service excellence and account performance. The Specialist administers recurring service change processing, helps maintain account documentation and operational records, develops reporting and business insights, and identifies account trends, risks, and opportunities. The role also recommends and supports process improvements, handles operational escalations, helps ensure documentation is accurate and compliant with established standards, and collaborates with teams across the organization.
Requirements
- 3–5 years of experience in sales support, operations, account management support, or client services.
- Advanced Excel skills, including reporting, data validation, and analysis.
- Experience using CRM and reporting systems.
- Strong analytical and problem-solving capabilities.
- Experience preparing executive-level reporting and presentations.
Nice To Haves
- Bachelor's degree preferred.
- Experience with Power BI, AI-enabled reporting tools, WAVES, WL, or similar platforms preferred.
Responsibilities
- Serve as the primary Sales Operations resource supporting Account Managers across all clients, without portfolio ownership or direct client responsibility.
- Administer WIN/LOSS and RTS processing for recurring service changes on behalf of Account Managers.
- Assist Account Managers in maintaining work order language, scopes of work, client specifications, and operational records.
- Help ensure account information remains accurate, current, and audit-ready across all clients.
- Provide operational support for account changes, implementations, and transitions.
- Develop and distribute operational reports, account scorecards, and client dashboards.
- Analyze operational metrics, trends, surveys, audits, penalties, and performance data.
- Prepare executive summaries, SBR materials, QBR presentations, and client review documentation.
- Use AI tools, Power BI, CRM systems, and analytics resources to deliver actionable business insights.
- Identify trends, risks, and opportunities across client accounts and share them with Account Managers.
- Evaluate operational processes and identify opportunities for improvement.
- Recommend enhancements to systems, workflows, reporting, and account management practices.
- Support implementation of process improvements and operational initiatives.
- Assist with developing best practices, documentation standards, and operational procedures.
- Serve as the primary Sales Operations escalation resource for CR/CP-related account concerns, operational issues, and service exceptions.
- Investigate and coordinate resolution of operational escalations with Client Success, Finance, Operations, and other stakeholders as appropriate.
- Provide ongoing guidance and support to Sales Operations Coordinators with account maintenance, documentation management, work order updates, reporting requests, and operational issue resolution.
- Review and monitor account documentation, client specifications, and operational records for accuracy, consistency, and compliance with established standards.
- Collaborate with Account Managers, Client Success Managers, Finance, Operations, and Business Development teams.
- Support Account Managers in resolving client operational issues and escalations.
- Assist with training and mentoring Sales Operations Coordinators.
- Provide recommendations regarding account setup, maintenance, reporting, and process compliance.
- Participate in assigned special projects or initiatives.
- Adapt to changing priorities in support of department and organizational goals.
- Support cross-functional initiatives to improve processes, efficiency, or team outcomes.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
