Senior Operations Specialist

• Job Location: 100% remote (US citizens and green card holders only)
• Employee Location: United States
• Role: Operations Specialist
• Shift Timings: Overlap with India, UK and US teams

Role Overview

We're hiring an Operations Specialist to be a generalist backbone for our revenue organization. You'll spot friction in our processes, tools, and integrations; build the reporting and dashboards that keep sales leadership and reps informed; and act as a first line of support connecting Sales, Enablement, and Marketing.

This role suits someone equally comfortable working inside Salesforce, digging into a dataset, and sitting in a room with sales leadership - someone who can prioritize ruthlessly and ship accurate work on tight timelines.

Requirements

• Process, Automation & AI
• Identify gaps in processes, integrations, and automations; use AI to improve functionality and effectiveness across the revenue org.
• Contribute to ad hoc business projects, including integrating new products and business lines into existing operating rhythms.
• Reporting & Analytics
• Create and implement reporting and dashboards within our tools for the revenue organization, focused on efficiency, effectiveness, and productivity.
• Collaborate with Sales Strategy and Sales Data Analytics to keep reporting and metrics aligned across teams.
• Support data analysis for sales compensation payouts.
• Systems & Salesforce
• Build basic Salesforce reports and dashboards, and connect workflows to Zapier for automation.
• Partner with our Salesforce developer on data hygiene and data integration for new processes and new business motions.
• Knowledge & Enablement
• Document processes and build a knowledge repository for first-tier sales support.
• Train sales teams on how to effectively use sales tools and processes.
• Cross-Functional Collaboration
• Partner with Enablement, Sales, CSMs and Marketing to ensure alignment and support for operations.
• Contribute to the development of sales strategies and tactics based on data insights and market trends.
• Prioritization & Execution
• Prioritize competing tasks and deliver accurate output in a timely manner across multiple concurrent projects.
• Must-Have Qualifications
• Technical Proficiency: Strong understanding of CRM systems (Salesforce), sales engagement platforms, and other sales technologies.
• Salesforce & Automation: Comfortable creating basic Salesforce reports and dashboards, and connecting them to Zapier or similar automation tools.
• Analytical Skills: able to analyze data - including compensation/payout data - identify trends, and develop insights.
• Communication Skills: able to communicate effectively with sales teams, leadership, and other stakeholders.
• Problem-Solving Skills: able to identify and solve problems related to sales processes and technology.
• Project Management Skills: able to manage multiple projects and priorities simultaneously and deliver accurate output on time.
• Exposure to integrating acquisitions or new business lines into existing sales operations and prior experience supporting sales compensation processes preferred.
• Familiarity with data visualization tools (e.g., Tableau, Looker) and using AI tools to automate or improve operational workflows.