Sales Operations Specialist II

About the role

The Sales Operations Specialist II supports the sales organization by coordinating and optimizing the end-to-end sales process.

Responsibilities

• Maintain and optimize CRM data integrity, including account updates, opportunity stages, and forecasting accuracy.
• Monitor pipeline health and identify stalled deals or process bottlenecks.
• Monitor key performance indicators (KPIs) such as win/loss trends, pipeline velocity, and quoting turnaround times, and provide summaries to leadership to support decision-making as well as insights to improve conversion rates.
• Analyze territory performance, market segmentation, and pipeline potential.
• Build dashboards and KPI reports around revenue trends, sales performance, and forecast accuracy.
• Build and maintain analytical reports that summarize consultant partner activities and emerging market trends leveraging sales data and RFP outcomes with actionable insights.
• Identify opportunities to streamline processes and reduce administrative friction for sales.
• Provide event planning support for sales team members including attendance research, scheduling partner meetings and ROI calculation.
• Manage internal sales calendar including attendance, logistics and cross functional support requested.
• Support project management for sales initiatives and system rollouts.
• Support intake and triage of new proposal requests including RFPs, RFIs, pricing requests and sales optimization requests.
• Support SME coordination with sales for prospective client presentations.
• Mentor and support onboarding of new team members through system tools, processes and reporting resources.

Qualifications

• BS/BA and 5+ years’ experience or equivalent combination of education and experience, and 2 years' of SME in respective areas.
• Proficiency in MS Office / Word, Excel, Outlook and PowerPoint.
• Experience with Salesforce.com or other CRM software a plus.