Sales Operations Associate

About the Role

We are seeking a highly organized, detail-oriented Sales Operations Associate to support a growing sales organization by driving operational excellence throughout the sales cycle. This individual will serve as a key partner to sales leadership, ensuring opportunities remain on track through effective coordination, follow-up, reporting, proposal support, and process management. The ideal candidate thrives in a fast-paced environment, enjoys working with data and documentation, and excels at coordinating across multiple teams to keep sales initiatives moving forward. This is an excellent opportunity for someone who enjoys enabling sales success without carrying a direct sales quota.

Location: Remote (U.S.)
Preferred Time Zone: Eastern Time Zone
Start Date: ASAP
Duration: Contract with Strong Potential for Permanent Hire
Travel: Approximately 20% or as needed

Responsibilities

Sales Operations Support

• Coordinate and manage follow-up activities to ensure sales opportunities continue progressing.
• Track action items, deliverables, deadlines, and next steps across multiple active initiatives.
• Maintain organized documentation for active opportunities and customer engagements.
• Support sales meetings by preparing opportunity summaries, leadership updates, and briefing materials.
• Provide visibility into sales pipeline activity and opportunity status.
• Partner with Sales, Operations, Product, Technical, and Executive Leadership teams to gather information and ensure timely execution of priorities.
• Identify and help resolve process bottlenecks impacting sales execution.
• Support administrative and operational activities that improve overall sales effectiveness.

Proposal & RFP Coordination

• Assist with RFPs, RFIs, proposals, client questionnaires, and other sales documentation.
• Coordinate information gathering from internal stakeholders and subject matter experts.
• Track proposal milestones, deadlines, and submission requirements.
• Maintain proposal templates, reusable content libraries, and supporting documentation.
• Review proposal materials for accuracy, completeness, formatting, and consistency.
• Prepare final proposal packages for executive review and submission.
• Recommend improvements to proposal processes and documentation.

Reporting & Data Management

• Maintain accurate sales, opportunity, account, and pipeline information within CRM systems and reporting tools.
• Develop and maintain reports, dashboards, trackers, and status summaries.
• Monitor opportunity progress and identify missing information or outstanding actions.
• Ensure data integrity and consistency across sales systems.
• Support leadership with timely reporting and operational insights.
• Recommend improvements to reporting processes and sales tracking methodologies.

Requirements

Qualifications

• Required experience supporting Sales Operations, Business Operations, Proposal Management, Account Management, or a related function.
• Experience coordinating multiple priorities, deadlines, and cross-functional initiatives.
• Experience supporting RFPs, RFIs, proposals, or complex customer documentation.
• Strong proficiency with CRM platforms, Microsoft Excel, reporting tools, and data management.
• Excellent written and verbal communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to work independently in a remote environment while collaborating across multiple teams.
• Proven ability to manage changing priorities in a fast-paced business environment.

Preferred Skills

• Experience supporting enterprise sales organizations.
• Experience creating dashboards and pipeline reporting.
• Strong analytical and problem-solving abilities.
• Continuous improvement mindset with a focus on process optimization.

Core Competencies

• Sales Operations
• Proposal & RFP Management
• CRM & Pipeline Management
• Reporting & Analytics
• Cross-Functional Collaboration
• Project Coordination
• Process Improvement
• Executive Support
• Organization & Prioritization
• Communication & Follow-Up