Sales Operations Associate


We are looking for a qualified Sales Operations Associate to join our team and help us achieve our goals. You will serve as a point of contact for our sales and marketing teams with queries about potential events, proposals, and administrative systems set up for our team.

Our ideal candidate is goal-oriented and has a deep knowledge of analytics best practices with a high technical acumen. If you have exceptional organizational skills and draw energy from being part of a team, we would like to meet you.

Ultimately, you should be able to contribute to how the team sees and utilizes data, think critically, and understand sales technology to help drive revenue targets.


Duties & Responsibilities

  • Ensure cleanliness and consistency of CRM data
  • Scope, configure, and maintain systems in the Sales and Marketing tech stacks, including CRM, lead sourcing software, email automation tools, etc.
  • Create and update automated workflows to support scaling of Marketing and Sales teams
  • Create reporting and dashboards to provide visibility into Marketing and Sales data and performance
  • Identify and implement enhancements to Marketing and Sales processes to optimize funnel and conversion success
  • Create and maintain documentation regarding our policies, processes, and technology to ensure team compliance and consistency


Skills and Qualifications 

  • 2+ years of experience managing CRM systems, including implementation of automated workflows; strong preference for experience with Zoho CRM and other tools within Zoho Suite
  • Experience configuring and maintaining Sales and Marketing technology (like, Unbounce, LinkedIn Sales Navigator, Zoho Flows, Hubspot, Growlabs)
  • Strong familiarity with Microsoft Excel and experience manipulating large data sets
  • Ability to communicate clearly and effectively
  • Ability to prioritize and complete projects autonomously
  • Experience with analytical tools (Tableau, Sisense, Zoho Analytics) preferred


A Note to Candidates is an Equal Opportunity Employer. We do not unlawfully discriminate in employment opportunities or practices on the basis of actual or perceived age, race, creed, color, national origin, sex, religion, physical or mental disability, medical condition, sexual orientation, gender, gender identity, gender expression, ancestry, marital status, veteran status or other military status, legal alien status or citizenship status, genetic carrier status, genetic information, AIDS or AIDS-related complex or HIV status, being a victim of domestic violence, protected activity (i.e., filing a charge of discrimination, participating in a discrimination proceeding, or otherwise opposing prohibited discrimination),or any other characteristic protected by federal, state, or local law.

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