Sales Operations Generalist
Supports sales operations by maintaining Salesforce data, documenting processes, monitoring compliance, and improving workflows. Requires at least two years of sales operations or administrative experience, Salesforce and Jira proficiency, strong organization, and attention to detail.
About the job
Responsibilities
- Create standard operating procedures (SOPs) for sales operations workflows and processes.
- Develop and maintain policy documentation, procedure documentation, and training materials.
- Review sales processes and recommend efficiency improvements.
- Perform Salesforce data entry, cleanup, record updates, and basic issue investigation.
- Execute day-to-day sales operations tasks accurately and consistently.
- Monitor process adherence and report on compliance with established policies.
- Identify process gaps and inefficiencies and support improvement initiatives.
- Ensure operational tasks, approvals, and documentation are completed correctly and on time.
- Assist with Salesforce user access and partner logins.
- Track and compile data for operational reports and compliance monitoring.
- Collaborate with Sales Enablement, Sales Operations, and cross-functional teams to refine workflows.
Requirements
- 2+ years of experience in sales operations, administration, or a related support role.
- Strong organizational skills and attention to detail.
- Ability to follow procedures and complete repetitive tasks accurately.
- Proficiency with Salesforce, including basic data entry and navigation.
- Experience using Jira to track tasks and follow workflows.
- Strong written and verbal communication skills.
- Ability to multitask and prioritize in a fast-paced environment.
- Helpful, solutions-oriented mindset and willingness to learn.
Compensation and Benefits
- Base salary: $64,100–$102,900 annually.
- Eligibility for annual incentive compensation of up to 10%.
- Medical, dental, and vision insurance.
- Flexible spending and lifestyle spending accounts.
- Company-paid disability insurance.
- Voluntary life, disability, accident, and hospitalization insurance.
- Paid maternity and parental leave.
- Commuter benefits.
- Pet and car insurance discounts and other lifestyle benefits.
- Tuition reimbursement of up to $5,000 annually.
- Travel reimbursement for work-related travel.
- Paid time off and sick time.
- 401(k) plan with a 25% company match on employee contributions, up to 6% of annual salary.
Skills
Salesforce, Jira, Sales Operations, Process Documentation, Standard Operating Procedures, Data Entry, Data Cleanup, Workflow Management, Compliance Monitoring, Operational Reporting
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