POSITION SUMMARY

The Sales Operations Specialist will lead the upgrade and implementation of our CRM system in collaboration with the sales team. This role is critical in driving operational efficiency, improving customer engagement, and enabling our sales force with the tools and insights they need to succeed. The ideal candidate will bring a strong background in customer service, sales processes, and systems integration, with a passion for empowering teams through technology and training.

• Required Experience:

• • 5+ years of experience in customer service, sales, and systems implementation.
• Proven track record of successful CRM deployment and user adoption.
• Strong understanding of sales processes, pipeline management, and customer lifecycle.
• Excellent communication, training, and project management skills.
• Proficiency in CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics).
• Ability to analyze data and translate insights into strategic actions.
• Education: 2-year or 4-year college degree preferred, or equivalent professional experience that demonstrates the skills needed for success in this role
• Preferred Experience:
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• Experience with change management and user engagement strategies.

• Familiarity with marketing automation and customer experience tools.
• Certification in CRM platforms or project management (e.g., PMP, Salesforce Admin) is a plus.
• Experience with Microsoft PowerBI development, including data modeling, report creation, and dashboard design is a plus.
• Industry Experience

DUTIES & RESPONSIBILITIES

• CRM Implementation & Optimization
• Lead the upgrade and rollout of the CRM system across the sales organization.
• Collaborate with IT and vendors to ensure seamless integration with existing tools and platforms.
• Customize CRM workflows, dashboards, and reporting to align with business goals.
• Sales Enablement
• Develop and deliver training programs to ensure adoption and effective use of CRM tools.
• Create and maintain sales playbooks, onboarding materials, and performance tracking systems.
• Create self-service resources like video tutorials, FAQs, and documentation.
• Partner with sales leadership to identify gaps and opportunities for process improvement.
• Align enablement activities with broader go-to-market strategies.
• Lead special projects such as sales kick-offs, incentive programs, or tool evaluations.
• Data & Insights
• Monitor CRM usage and data quality, providing actionable insights to sales and marketing teams.
• Track sales KPIs and team performance metrics.
• Generate reports and analytics to support strategic decision-making and forecasting.
• Build dashboards and reports to provide visibility into pipeline health, conversion rates, and sales cycle length.
• Analyze win/loss data and provide insights to improve sales strategies.
• Cross-Functional Collaboration
• Work closely with pricing, marketing, customer service, and operations to ensure alignment and consistency.
• Serve as a liaison between sales and technical teams to translate business needs into system requirements.
• Collaborate with marketing and marketing communications to develop and distribute sales collateral (e.g., pitch decks, case studies, battle cards) and maintain a centralized content repository.