Sales Operations Specialist - Grata

Datasite•New York City, NY

16d•Hybrid

About The Position

Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners. We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1K customers and has been widely recognized as the market leader by G2, PE Wire, and more. We are looking for a Sales Operations Specialist to join our team! Grata’s Revenue Operations team sits at the center of revenue execution, partnering closely with Sales, CS, Finance, and Leadership to ensure smooth commercial operations from our revenue teams. As a Sales Operations Specialist, you will play a critical role in supporting the systems, processes, and reporting that help our Sales organization operate efficiently and scale effectively. This is an opportunity to directly impact pipeline generation, forecast accuracy, and revenue growth while helping build a world-class revenue engine.

Requirements

2–3+ years of experience in Sales Operations, Revenue Operations, Business Operations, Finance, Consulting, or a similar analytical role within a SaaS environment.
Strong understanding of B2B SaaS sales processes, pipeline management, forecasting, and sales performance metrics.
Experience working in Salesforce, with familiarity in sales engagement, prospecting, and reporting tools considered a plus.
High analytical rigor with strong Excel/Google Sheets skills and the ability to translate complex data into actionable business recommendations.
Strong communication and stakeholder management skills, with the ability to work cross-functionally and support both leadership and frontline sales teams.
Highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.

Nice To Haves

familiarity in sales engagement, prospecting, and reporting tools

Responsibilities

Partner with Sales leadership to improve and scale processes across pipeline management, forecasting, territory planning, and opportunity management.
Maintain and optimize Salesforce data quality, workflows, and reporting to ensure accurate visibility into sales performance.
Build and deliver reporting and dashboards that provide actionable insights into pipeline health, sales activity, conversion rates, and forecast attainment.
Support core sales operations processes including territory management, lead routing, account assignment, and sales performance tracking.
Identify operational inefficiencies and implement scalable solutions that improve productivity, data integrity, and decision-making across the Sales organization.