Sales Operations Specialist

Nor Cal Pipeline Services•California, CA

About The Position

The Sales Operations Specialist supports the sales team by improving coordination between sales, operations, and accounting. This role focuses on maintaining accurate CRM data, supporting inbound requests, improving visibility into sales activity, and helping ensure a smooth flow from customer inquiry through project completion and payment. This position plays a key role in strengthening internal processes, supporting customer communication, and helping the team operate efficiently. Support stronger alignment between sales, CRM systems, and operations to improve customer service, increase visibility into opportunities, and contribute to consistent revenue performance.

Requirements

2 to 5 years of experience in sales operations, sales support, or CRM coordination
Experience with Salesforce or a similar CRM system
Strong organizational and communication skills
Ability to manage multiple tasks and work across teams

Nice To Haves

Salesforce certification or interest in obtaining it
Experience in construction, industrial, or field service environments
Familiarity with accounts receivable

Responsibilities

CRM and Salesforce Support
Supports Salesforce as a primary internal resource: Customizing/configuring reports related to KPIs and
Maintain accurate tracking of opportunities, quotes, rate sheets and customer communication
Help improve data quality and consistency across the system
Assist with reporting to support pipeline visibility and forecasting
Participate in Salesforce training and continued development
Sales and Operations Coordination
Support communication between inside sales and operation
Help improve visibility into project timelines and scheduling
Assist with coordination from quote approval to project execution
Ensure information is shared clearly across teams
Revenue and Accounts Receivable Support
Work with accounting to track existing outstanding invoices
Monitor aging reports and support follow up with customers
Assist with proactive communication to reduce invoices over 90 days past due
Help support overall cash flow through consistent follow-up
Inbound Requests and Customer Support
Help manage incoming service requests
Ensure requests are routed and responded to in a timely manner
Maintain clear and professional communication with customers
Pipeline Visibility and Reporting
Maintain accurate and up to date opportunity data
Support reporting on pipeline activity and upcoming work
Help improve visibility into sales performance and conversion trends