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Sales Operations Specialist

Remote, USA Full-time Posted 2026-06-25

We are seeking a Sales Operations Specialist to support our sales team by managing the end-to-end Configure, Price, Quote (CPQ) process and ensuring data accuracy across our sales systems. You will play a key role in helping the team deliver accurate quotes, purchase orders, and invoices, while keeping our CRM up to date and ensuring a smooth sales cycle.

This role is ideal for someone who is detail-oriented, process-driven, and eager to contribute to the efficiency and success of the sales team. Training will be provided on all tools and processes.

Key Responsibilities

  • Manage the full CPQ process (quoting, purchase orders, and invoicing) to support the sales cycle.
  • Enter, update, and maintain accurate records in the CPQ tool and CRM system.
  • Ensure quotes and documentation are accurate, timely, and aligned with sales processes.
  • Identify and apply process workarounds when required, ensuring minimal disruption to sales activities.
  • Collaborate with the sales team to support deal progression and provide operational assistance.
  • Use Microsoft Excel for reporting, data validation, and supporting sales-related activities.

Preferred Skills & Experience

  • Proficiency in Microsoft Excel (required).
  • Familiarity with:
    • CRM: HubSpot
    • CPQ: MobileForce
    • Accounting: QuickBooks(experience in these tools is welcome but not required; training will be provided)
  • Strong attention to detail and organizational skills.
  • Ability to follow structured sales processes while adapting to exceptions.
  • Effective communication skills and ability to work independently in a remote setting.

What We Offer

  • Full-time remote role aligned to AEST business hours.
  • Training and onboarding on all sales systems and tools.
  • Exposure to global SaaS sales operations and CPQ processes.
  • A collaborative and supportive team environment where your contributions directly impact sales success.

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