Sales Operations Specialist optimizing sales processes and providing insights at an automotive FinTech company. Collaborating cross-functionally to drive revenue growth and ensure data integrity in CRM.
Responsibilities
Maintain data integrity and hygiene within the CRM, including regular audits and cleanup
Configure CRM dashboards, workflows, and automation to support sales processes
Train sales team members on CRM best practices and proper usage
Troubleshoot technical issues for sales and coordinate with CRM vendor support when needed
Design, build, and maintain dashboards and reports to track key sales metrics and KPIs
Provide regular sales performance reports to leadership (daily, weekly, monthly, quarterly)
Analyze sales trends, pipeline health, conversion rates, and win/loss patterns
Generate forecasts and predictive analytics to support strategic planning
Create ad-hoc reports and analyses as requested by sales leadership
Present findings and recommendations to stakeholders in clear, actionable formats
Design and implement territory alignments based on geography, industry, account size, or other criteria
Conduct territory analysis to ensure balanced coverage and optimal resource allocation
Document and standardize sales processes and methodologies
Identify bottlenecks and inefficiencies in the sales cycle
Recommend and implement process improvements to increase productivity
Develop and maintain sales playbooks, templates, and enablement materials
Partner with Marketing to track lead generation, conversion, and ROI
Collaborate with Finance on revenue recognition, forecasting, and budgeting
Work with Product teams to communicate customer feedback and feature requests
Coordinate with Customer Success on account expansion and retention metrics
Requirements
3-5 years of experience in sales operations, sales analytics, or related role
3-5 years of Microsoft Dynamics experience
Preferred experience with Maplytics in the Field Sales Team environment
Advanced proficiency in CRM platforms (Dynamics 365 required)
Expert-level Excel/Google Sheets skills (pivot tables, VLOOKUP, formulas, data modeling)
Preferred experience with data visualization tools (Power BI, Looker, or similar)
Familiarity with sales engagement platforms and sales intelligence tools
Clear and concise written and verbal communication abilities
Strong collaboration skills and ability to work cross-functionally
Self-starter who can work independently with minimal supervision
Bachelor's degree in Business, Statistics, Data Analytics, or related field
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