Sales Operations Specialist

Position Title: Sales Operations Specialist 
Department: Sales  
Reports To: Executive Vice President of Sales (EVP of Sales) 
FLSA: Non-Exempt 

Position Summary 
The Sales Operations Specialist supports the operational processes and systems that enable the Sales team to operate effectively. This role supports CRM maintenance and ongoing improvements, RFP/RFI/RFQ coordination, contract activities, and lead and pipeline workflows, ensuring work follows internal processes and company standards. Partnering with sales leadership and cross-functional teams, the Specialist delivers accurate data and on-time insights that improve forecasting and deal execution. The role uses AI, automation, and data intelligence to reduce manual work and support improved sales 
performance and forecasting accuracy. 

Essential Duties & Responsibilities 

• Sales & CRM Support 
  • Maintain accurate and up-to-date CRM records and support data quality standards 
  • Assist with sales dashboards, reports, and basic pipeline tracking 
  • Assist in identifying data trends and inconsistencies to support sales decision-making 
• Lead Management 
  • Support inbound and outbound lead workflows, including qualification and routing 
  • Assist with lead generation and prospecting initiatives 
  • Track lead activity and conversion metrics to support sales follow-up and process improvements 
• Proposal & Documentation Support 
  • Assist with the preparation and coordination of RFP, RFI, and RFQ responses 
  • Gather required information from internal teams and organize proposal materials 
  • Maintain standard proposal content and documentation 
  • Track proposal timelines and ensure on-time completion of submissions 
• Sales Operations 
  • Support contract tracking, documentation, and renewal reminders in coordination with internal stakeholders 
  • Assist with sales reporting, activity tracking, and process documentation 
  • Contribute to improving efficiency through standardized sales processes, documentation, and tools 

Qualifications & Requirements

Education, Licenses/Certifications 

• Bachelor's degree in business, Marketing, or related field (or equivalent experience) 

Experience 

• 3 years of experience in sales operations, revenue operations, contract management, or similar role 
• Experience in B2B, healthcare, technology, or professional services environments. 
• Experience using AI-enabled tools within CRM, sales, or administrative platforms to support efficiency, reporting, or daily workflows preferred. 
• Experience supporting lead management, sales reporting, or proposal coordination preferred. 

Skills & Competencies 

• Strong organizational skills with attention to detail and accuracy  
• Clear written and verbal communication skills, with the ability to collaborate across teams  
• Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment  
• Strong focus on data accuracy, completeness, and process compliance 
   

Working Conditions 

• Generally, work in a remote or office environment. 
• Frequent and prolonged periods of computer and office equipment usage. 
• Ability to manage stress and maintain productivity under tight deadlines and changing priorities. 
• Regular interaction with team members, clients, and other stakeholders through various communication channels. 
• Occasional travel required for company meetings and onboarding/orientation sessions. 
   

Physical Demands 

• Ability to maintain a stationary position for extended periods. 
• Occasionally required to move short to moderate distances. 
• Must be able to lift and/or move up to 50 pounds occasionally. 

Disclaimer: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Employees must be able to perform the essential functions of the position satisfactorily. Furthermore, the statements do not establish a contract for employment and are subject to change at the discretion of the Company with or without advance notice.