Sales Operations Specialist
About The Position
As a Sales Operations Specialist, you will be a central force in driving sales enablement and operational excellence within our specialized business unit. Reporting to the Sales Operations Lead, you’ll support CRM accuracy, project handoffs, proposal development, and seamless coordination across teams. Your work will streamline processes, strengthen communication, and ensure that sales activities align with broader business goals. The ideal candidate is highly organized, proactive, and thrives in a fast-paced, collaborative environment where attention to detail and strong follow-through make a visible impact.
Requirements
- A strong track record of delivering exceptional customer service with a results-driven mindset.
- Outstanding organizational and time management skills to balance multiple priorities effectively.
- Excellent communication skills, both written and verbal, to engage with stakeholders and ensure clarity.
- Sharp attention to detail to maintain accuracy in reporting, project setup, and documentation.
- A collaborative spirit to work seamlessly with cross-functional teams and align on shared goals.
- Strong problem-solving skills and adaptability to navigate challenges and drive successful outcomes.
- An effective and clear communicator.
- Highly goal- and results-oriented.
- Proactive, with a strong sense of initiative.
Responsibilities
- Maintain and optimize systems to ensure visibility, reporting, and responsiveness.
- Keep CRM data accurate and up to date to support timely reporting and strategic planning.
- Route RFPs to the right internal teams for evaluation and action.
- Draft and distribute winning emails to internal teams and client stakeholders.
- Submit and reconcile expense reports in line with company policy.
- Coordinate industry memberships, sponsorships, and renewals.
- Ensure smooth project transitions and maintain visibility across departments.
- Support pursuit-to-project handoffs by initiating job setup and verifying system accuracy.
- Maintain project lifecycle records for accounting, sales tracking, and operational reference.
- Ensure all relevant project data is accessible and properly documented from start to finish.
- Collaborate with the Sales Operations Lead to create compelling proposals for T&M, Sustaining, and Lump Sum contracts.
- Organize internal tools, templates, and sales resources for efficiency.
- Provide day-to-day administrative support, including scheduling, document management, and meeting coordination.
- Serve as a bridge between teams to align and execute shared goals.
- Coordinate with departments to streamline workflows and support business unit objectives.
- Gather client feedback and performance metrics to drive continuous improvement.
- Contribute to the refinement of sales operations tools, processes, and best practices.
- Support the Business Unit Director and Sales Operations Lead in operating efficiently and strategically.
- Manage schedules, communications, and priorities for business unit leadership.
- Prepare high-quality presentation materials, agendas, and reports for internal and client meetings.
- Coordinate logistics for travel, events, and meetings to ensure smooth execution and professionalism.
Benefits
- Medical, dental, vision for employees (coverage available for dependents for shared premium).
- 401k retirement plan including Company matching.
- Vacation and Sick Compensation (PTO), and Holiday Pay!
- Disability income protection including short term and long-term disability.
- Employee and dependent life insurance.
- Wellness Program.
- Employee Assistance Program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
