Sales Operations Specialist
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Job Description
Sales Operations Specialist responsible for executing daily operations and supporting Salesforce processes for a healthcare company. Ensuring data accuracy and empowering the sales organization.
Responsibilities:
- Execute and maintain new hire, transfer, and termination operational workflows (system access, Salesforce setup, roster updates, readiness tasks, etc.).
- Complete Salesforce alignment updates, including account/territory ownership changes and role‑based permissions.
- Manage checklists, SOPs, and documentation to ensure accuracy and consistency across operational tasks.
- Submit or triage Salesforce tickets to the technical admin team; track and manage case progress.
- Perform basic Salesforce updates (views, reports, dashboards) within permissions.
- Route incoming leads to appropriate owner.
- Support rollout of new Salesforce features or process changes (UAT testing, communication, training).
- Monitor Salesforce data quality and support routine data cleanup activities.
- Maintain data accuracy through weekly/monthly stewardship checks.
- Support the creation or updating of reports and dashboards for Sales and Sales Operations.
- Validate data integrity ahead of business reviews, pipeline meetings, forecast cycles, or territory updates.
- Facilitate new account request setups Salesforce list management.
- Serve as the first line of support for owned inbound Sales Operations requests.
- Assign, escalate, or resolve cases based on defined workflows and SLAs.
- Track themes and recurring issues; make recommendations for process improvements.
- Facilitate parts of the onboarding process for new sales hires (initial setup, systems readiness, resource handoff).
- Coordinate with Sales Training/Enablement for training sessions, invitations, and follow‑up tasks.
- Support documentation of onboarding processes and assist with creation and updates to onboarding materials.
Requirements:
- 3+ years of experience in Sales Operations, Revenue Operations, Sales Support, or a similar operations role.
- Working knowledge of Salesforce (business-side user or light admin experience preferred).
- Strong Excel/Sheets skills; ability to manipulate data and support reporting needs.
- High attention to detail and strong organizational skills.
- Ability to manage multiple requests and work within defined SLAs.
- Strong written and verbal communication skills.
- Comfort working in a fast-paced, high-growth environment.
Benefits:
- medical
- dental
- vision
- paid time off
- a 401(k) plan with employee and company contribution opportunities
- life
- disability
- accident insurance
- tuition reimbursement
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