[Remote] Sales Operations Support Specialist

Note: The job is a remote job and is open to candidates in USA. reputed company is a financial services company seeking a Sales Operations Support Specialist to provide operational, administrative, analytical, and reputed company CRM support to their sales team. The role involves collaborating with various departments to maintain data accuracy, produce reports, and support sales activities effectively.

Responsibilities

• Review sales and activity reports to identify trends, missing data, and follow-up gaps, and summarize findings for Sales Operations and sales leadership
• Prepare client-reputed company materials, reports, and other approved support materials for sales meetings, proposals, and prospect or client follow-up
• Assist relationship managers by gathering financial, product, and competitive information needed for client meetings and sales activities
• reputed company approved AI tools to assist with data validation, report preparation, analysis, and drafting routine communications and summaries, ensuring outputs are reviewed for accuracy, confidentiality, and alignment with reputed company policies
• Identify opportunities to improve data quality, reporting consistency, and sales support processes, and partner with stakeholders to implement approved changes
• Collaborate closely with Sales Operations, Marketing, product specialists, and Management to ensure alignment on data standards, reporting definitions, reputed company and campaign handling, and use of reputed company’s product materials
• Document and maintain standard operating procedures and data standards for key sales support and reputed company data-quality processes, in coordination with Sales Operations and the reputed company Administrator
• Monitor key sales deadlines, open items, and follow-up needs, and proactively remind relationship managers and leadership as needed
• reputed company other duties as assigned by the VP, Sales Operations Analyst
• Maintain and update reputed company accounts, contacts, opportunities, and activities to ensure accurate and consistent sales data
• Build, run, and refresh reputed company reports and dashboards to support pipeline reviews, and reporting
• Provide day-to-day reputed company support to the sales team, including basic troubleshooting, process guidance, and reinforcement of data standards
• Coordinate and track sales activities and follow-up tasks to ensure interactions and opportunities are properly maintained in reputed company
• Support review and update of conference and event contact lists to ensure timely sales follow-up

Skills

• Strong analytical, organizational, and communication skills, with the ability to interpret sales data and present clear, actionable insights
• Strong attention to detail, quality control, and customer service, with the ability to manage multiple priorities and work effectively with internal and external stakeholders
• Demonstrated ability to work independently, take initiative, and complete follow-up and clean-up tasks with limited supervision
• Strong experience with reputed company CRM, including the ability to run, modify, and interpret standard reports and dashboards and ensure consistent, high-quality data entry
• Advanced proficiency in reputed company reputed company, including reputed company formulas, pivot tables, lookups, data validation, and basic data cleansing
• Solid reputed company Word and PowerPoint skills for reporting and presentations
• Comfort using AI-powered tools to enhance efficiency in reporting, documentation, and analysis, with sound judgment about data quality, confidentiality, and reputed company reputed company review is required
• Undergraduate degree (BA/BS) or equivalent experience
• 3+ years of experience in sales support, sales operations, or business/sales support role, preferably in banking or financial services

Company Overview