Sales Operations Specialist job description template

About this position

We are looking for an experienced Sales Operations Specialist to join our team. As a Sales Operations Specialist, you will be responsible for managing and improving our sales process, driving efficiency and effectiveness throughout the sales cycle. You will analyze data, create reports, and identify areas of improvement. You will also work closely with our sales team to develop strategies and tactics to increase sales productivity and effectiveness. The ideal candidate should possess strong organizational, analytical, and problem-solving skills. If you have a passion for sales operations and are looking for an exciting opportunity, we want to hear from you.


• Develop and implement sales operations strategies to increase sales and profitability.
• Monitor and analyze sales performance metrics to identify areas of improvement.
• Develop and maintain sales operations processes and procedures.
• Manage customer data and ensure accuracy of customer information.
• Develop and maintain sales reporting and forecasting tools.
• Collaborate with sales, marketing, and finance teams to ensure alignment of sales operations objectives.
• Analyze customer data to identify trends and opportunities for growth.
• Develop and implement strategies to improve customer experience.
• Monitor and analyze competitor activities to identify potential opportunities.
• Provide support to sales teams in the areas of pricing, product availability, and customer service.


- Extensive experience in sales operations and/or marketing operations
- Proven track record of success in improving sales operations processes, procedures and systems
- Excellent knowledge of customer relationship management (CRM) systems
- Strong understanding of sales and marketing KPIs
- Ability to think strategically and develop creative solutions to complex problems


Customer Service
Complaint Management Customer Service
Inventory Management
Inventory Control
Lead Management
Cross Sell Inbound Leads Lead Generation Up Sell
Sales & Operations Planning (S&OP)
Sales & Operation Planning
Sales Admin & Operations
Post Sales Pre Sales Quotations Sales Process Sales administration
Communicating information
Active Listening Asking the right questions Influencing and persuading others Synthesizing information
Customer Orientation
Demonstrating positive attitude towards resolution Solving customer issues within timelines Understanding customer needs