Sales Operations Associate

We are seeking a highly organized and detail-oriented Sales Operations Executive to ensure the smooth functioning of our sales processes. This role acts as a vital link between Sales, Finance, Engineering, Marketing, HR, and Leadership teams. The primary focus will be on maintaining CRM data quality, managing reporting, coordinating sales activities, and overseeing accounts receivable follow-up. This is an operational position and does not involve sales quota responsibilities.

Key Responsibilities

Sales Coordination
- Facilitate communication and coordination among Sales, Finance, Engineering, Marketing, and HR to advance deals and onboarding processes.
- Assist the sales team with scheduling, managing proposal and contract logistics, document tracking, and internal follow-ups.
- Maintain detailed trackers and process documentation for discovery calls, proposals, and handoffs.

CRM Management and Data Hygiene
- Ensure accuracy and timely updates of accounts, contacts, opportunities, sales stages, and close dates within the CRM.
- Regularly audit the Project Management platform and CRM to identify missing fields, stale deals, and duplicates, following up with respective owners.
- Manage and update CRM and project management workflows, fields, and views as sales processes evolve.

Reporting and Visibility
- Prepare weekly and monthly pipeline, forecast, and activity reports for leadership review.
- Support Weekly and Monthly Business Reviews by providing clean, reliable data and dashboards.
- Monitor team targets such as new logos, proposals, and pipeline coverage, and proactively flag potential risks.

Invoicing and Accounts Receivable
- Collaborate with Finance to verify invoices raised to clients against contracts and Statements of Work (SOWs).
- Implement a disciplined follow-up process for outstanding receivables with clients and account owners.
- Maintain an accounts receivable tracker that includes aging details, promised payment dates, and escalation status.

Process and Operations
- Document and continuously improve sales processes, templates, and checklists.
- Support onboarding of new sales team members by providing tools, access, and process training.
- Assist with the administration of sales tools including CRM, outreach platforms, calendar management, and reporting systems.

Required Qualifications
- Bachelor’s degree or equivalent.
- Relevant experience in sales operations, sales coordination, business operations, or a similar cross-functional role. Industry background is flexible.
- Ideally, 1-2 years of full-time experience; however, candidates with approximately 6 months of full-time experience plus 6 months of relevant internships will also be considered.
- Strong written and verbal communication skills.
- Exceptional attention to detail, ownership mindset, and ability to manage multiple stakeholders effectively.

Preferred Qualifications
- Experience with reporting or business intelligence (BI) tools.
- Exposure to international clients and coordination across US time zones.

What Success Looks Like in the First 90 Days
- CRM data is accurate and pipeline reports are trusted by leadership.
- Weekly reporting is consistently delivered on time without the need for reminders.
- Accounts receivable follow-ups are conducted on a defined schedule with clear visibility into aging invoices.

This role offers the opportunity to work closely with multiple departments and contribute to the efficiency and effectiveness of the sales organization through strong operational support and process management.