Sales Operations Specialist

Work Arrangement: 100% Remote (Candidate may reside anywhere in the U.S.)
Schedule: Must be available to work 8:00 AM – 5:00 PM EST

Position Overview

The Sales Operations Specialist supports the effective use, adoption, and reporting of commercial systems primarily Salesforce across approximately 200 internal users.

This role serves as the first point of contact for system usage questions, reporting and dashboard support, and user enablement. The position ensures consistent data practices, scalable reporting, and strong system adoption across the sales organization.

The Sales Operations Specialist works closely with the Sales Team and Sales Operations Manager to support reporting needs, system functionality, and process adherence.

Top Skills / Requirements

• Salesforce certification highly desired

• 2 years of hands-on Salesforce experience

• Strong understanding of how Salesforce supports business processes

• Ability to build and maintain reports and dashboards

Key Responsibilities

Salesforce User Support & Enablement

• Serve as the primary support contact for Salesforce users, responding to questions related to:

  • System navigation and usage

  • Standard sales processes

  • Report and dashboard interpretation

• Provide onboarding and ongoing enablement for new and existing users

• Develop and maintain user guides, job aids, and training materials

• Triage user requests and escalate complex system design or automation issues as needed

• Assist with user setup, access requests, and permissions (as delegated)

• Provide operational support during system updates or process changes

Reporting & Dashboard Management

• Build, modify, and maintain Salesforce reports and dashboards based on defined requirements

• Ensure report consistency, usability, and alignment with defined KPIs

• Support recurring reporting needs for sales leadership and operations

• Assist users in leveraging reporting to manage accounts, opportunities, and forecasts

• Support testing and validation of new reports, dashboards, and enhancements

Data Governance & Process Support

• Monitor and support data hygiene across key sales objects

• Identify recurring data or process issues and escalate to system owners

• Reinforce adherence to defined commercial processes and data standards

• Act as liaison between business users and system owners, translating business questions into system outputs

• Partner with Sales Operations, Finance, and Commercial leadership to understand reporting and system needs

Education Requirements

• Bachelor's degree in Business, Information Systems, Analytics, or related field preferred

Required Qualifications

• 2 years of experience building and maintaining Salesforce reports and dashboards

• Strong understanding of sales processes and commercial performance metrics

• Experience supporting a broad user base with varying technical skill levels

Preferred Qualifications

• Experience in Sales Operations, Commercial Operations, or Business Analytics

• Exposure to ERP systems (e.g., SAP) or BI tools (Power BI, Tableau, etc.)

• Experience supporting a global or matrixed sales organization

Soft Skills

• Strong communication and documentation skills

• Highly organized and detail-oriented

• Comfortable managing multiple requests simultaneously

• Adaptable and quick learner, able to communicate system updates and process changes effectively

Travel

• Minimal travel anticipated