Sales Operations Specialist
SemiAnalysis · New York, NY · 3 mo ago
HybridBusiness DevelopmentFull-time
About the role
SemiAnalysis is seeking a Sales Operations Associate / Manager to support the growing sales and client-facing teams. This role will own and maintain CRM data quality, prepare regular sales reports, build dashboards, and recommend process improvements.
Responsibilities
- Own and maintain CRM data quality, ensuring accounts, contacts, opportunities, deal stages, sales activities, and follow-up records are accurate and up to date.
- Support pipeline management by helping the sales team track new opportunities, deal progression, client follow-ups, renewal timelines, account ownership, and revenue forecasts.
- Prepare regular sales reports covering pipeline status, revenue forecast, conversion rates, renewal risks, win/loss trends, and sales activity.
- Build and maintain dashboards to give leadership visibility into sales performance, commercial priorities, revenue opportunities, and deal bottlenecks.
- Improve workflows for lead tracking, account management, proposal follow-up, subscription renewals, client handoffs, and internal approvals.
- Partner with finance and operations on invoicing, payment tracking, client data accuracy, and revenue reporting.
- Work closely with sales, research, consulting, finance, and operations teams to ensure smooth internal coordination.
- Standardize sales templates, playbooks, SOPs, reporting cadences, and internal trackers.
- Identify process gaps and recommend improvements to make the sales function more scalable.
- Recommend automation opportunities to reduce manual work and improve data accuracy.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Operations, Engineering, Data Analytics, or a related field.
- 1–5 years of experience in sales operations, revenue operations, business operations, commercial operations, finance operations, consulting, or account management support.
- Strong analytical skills with the ability to work with sales data, CRM reports, spreadsheets, dashboards, pipeline metrics, and revenue reporting.
- Strong proficiency in Excel, Google Sheets, or similar reporting tools.
- Highly organized and detail-oriented, with the ability to manage multiple workflows, deadlines, and stakeholders at the same time.
- Strong written and verbal communication skills.
- Comfortable working independently in a fast-paced and high-growth environment.
- Strong judgment, ownership, and willingness to build processes from the ground up.
- Interest in technology, semiconductors, AI infrastructure, data centers, or financial markets.
Preferred Skills
- Experience with CRM and workflow tools such as HubSpot, Salesforce, Airtable, Notion, or Asana.
- Experience in B2B sales operations, revenue operations, SaaS, research subscriptions, consulting, financial services, or technology businesses.
- Familiarity with subscription revenue, renewals, enterprise sales cycles, account management, revenue forecasting, or client success workflows.
- Experience building sales dashboards, CRM reports, sales playbooks, SOPs, workflow automations, or internal trackers.
- Strong commercial curiosity and ability to understand how sales operations supports revenue growth.
- Comfortable working with global teams across different time zones.
- Interest in semiconductors, AI, data centers, infrastructure, financial markets, or technology research.
Growth Areas
- Revenue operations ownership, including forecasting, reporting, pricing workflows, renewals, account segmentation, and commercial visibility.
- Sales strategy and planning, including target account analysis, market segmentation, account prioritization, and pipeline performance review.
- Sales enablement, including sales materials, internal playbooks, onboarding documentation, and process guides for new sales hires.
- Systems and automation, including CRM workflows, reporting automation, and scalable operating processes.
- Cross-functional business operations, including support across finance, client operations, consulting operations, and leadership reporting.