Sales Operations Specialist

Crestfield Talent is seeking an organized, analytical, and results-oriented Sales Operations Specialist to support daily sales activities, improve operational processes, and help drive business performance.

This hybrid position is ideal for individuals who enjoy working with business systems, analyzing sales performance, coordinating projects, and collaborating with different departments.

The successful candidate will work closely with sales, marketing, and operations teams to streamline workflows, maintain accurate sales information, and support business growth initiatives.

Key Responsibilities

• Coordinate daily sales operations and internal business activities

• Maintain accurate sales records and customer information using CRM software

• Monitor sales performance and prepare operational reports

• Support sales forecasting and pipeline management activities

• Collaborate with sales representatives and department managers

• Identify opportunities to improve sales processes and operational efficiency

• Assist with sales planning and business development initiatives

• Track sales activities, performance metrics, and business objectives

• Coordinate sales-related projects and internal communications

• Maintain sales documentation and reporting systems

• Support CRM data accuracy and system updates

• Assist with preparing sales presentations and business reports

• Monitor sales workflows and recommend process improvements

• Coordinate with marketing and finance departments on sales initiatives

• Support the implementation of sales tools and operational procedures

Qualifications

• Strong organizational and time management skills

• Excellent written and verbal communication abilities

• Good analytical and problem-solving skills

• Comfortable using Microsoft Excel and CRM software

• Ability to manage multiple responsibilities and deadlines

• Strong attention to detail and accuracy

• Ability to interpret sales reports and performance information

• Strong teamwork and collaboration skills

• Familiarity with Salesforce, HubSpot, or similar CRM platforms is beneficial

• Previous experience in sales operations, business operations, sales support, or related fields is preferred

Preferred Skills

Sales Operations • CRM Management • Sales Reporting • Sales Forecasting • Pipeline Management • Business Operations • Process Improvement • Salesforce • HubSpot • Microsoft Excel • Sales Analytics • Workflow Management • Project Coordination • Business Communication • Time Management • Team Collaboration

Position Highlights

• Hybrid work arrangement

• Full-time employment

• Sales operations and business coordination responsibilities

• Collaborative professional environment

• Opportunities for professional development and career advancement

• Exposure to CRM systems and sales performance management

• Transferable skills across multiple business industries