Sales Operations Assistant

This job was posted by https://illinoisjoblink.illinois.gov : For more

Information, Please See

https://illinoisjoblink.illinois.gov/jobs/13340896

Position Purpose

The primary purpose of this position is to provide support to the sales

organization by enhancing process consistency, improving data quality,

and delivering accurate reporting and insights.

Every effort has been made to identify the essential functions of this

position. However, this position may perform additional duties as needed

to support business objectives and it in no way states or implies that

these are the only duties you will be required to perform. The omission

of specific duties from this list does not exclude them from the

position if the work is similar, related or is an essential function of

the position.

Position Responsibilities

• Pull and consolidate data from CRM and sales systems to support
  
  

weekly, monthly, and quarterly reporting needs.

• Create recurring and ad-hoc reports for the Director of Sales
  
  

Operations to review with sales leadership.

• Maintain data accuracy through routine data audits, cleanup, and
  
  

validation activities.

• Support fixes for incomplete data or inconsistencies within the
  
  

data.

• Prepare foundational data for sales management to conduct pipeline
  
  

reviews, forecasting cycles, territory/account tracking, and sales

performance scorecards.

• Assist in maintaining standardized sales processes and
  
  

documentation.

• Support improvements to CRM usage, reporting templates, and basic
  
  

sales tools to increase data reliability and efficiency.

• Track and update key metrics, ensuring timely and accurate
  
  

information is available for leadership-level meetings.

• Help streamline manual reporting tasks through simple automation,
  
  

templates, or data organization.

• Assist with account moves or splits as requested and approved by
  
  

sales management.

• Partner with Marketing to track CRM product renewals and provide
  
  

accurate renewal pipeline reporting.

• Other duties as assigned.
  
  

Position Requirements

• Bachelors degree or equivalent experience.
• At least 1 year of experience in a role such as sales, data
  
  

reporting, or administrative support.

• Proficient with Microsoft Excel (creating VLOOKUP/XLOOKUP, Pivot
  
  

Tables, basic formulas, data cleaning).

• Experience pulling data from CRM or business systems (e.g.,
  
  

Salesforce, HubSpot, Microsoft Dynamics, or similar).

• Strong attention to detail with the ability to spot data
  
  

inconsistencies and ensure accuracy.

• Ability to organize, format, and present data in clear, easy-to-use
  
  

reports.

• Strong communication skills and comfort working in a support role
  
  

that provides information to a manager or senior level team members.

• Ability to prioritize and manage multiple recurring reporting
  
  

deadlines.

• Excellent problem-solving and critical thinking skills.
• Excellent customer service and interpersonal skills.
• Must possess the ability to deal tactfully with vendors, customers,
  
  

and employees.

• Must be a team player and able to work collaboratively with others.
• This role is an onsite role with the potential to work in a hybrid
  
  

capacity.