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 the 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 position is operational in nature and does not involve carrying sales quotas.

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 related to discovery calls, proposals, and handoffs.

CRM Management and Data Hygiene
- Ensure all accounts, contacts, opportunities, sales stages, and close dates are accurate and consistently updated.
- Conduct regular audits of the CRM and Project Management platforms 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, proactively flagging any risks.

Invoicing and Accounts Receivable
- Collaborate with Finance to verify the accuracy of invoices against contracts and Statements of Work (SOWs).
- Maintain a disciplined follow-up routine on outstanding receivables with clients and account owners.
- Keep an accounts receivable tracker updated with aging details, promised payment dates, and escalations.

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 administration of sales tools including CRM, outreach platforms, calendar management, and reporting tools.

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 relevant experience combined with internships may also be considered.
- Strong written and verbal communication skills.
- Exceptional attention to detail, ownership mentality, and ability to manage multiple stakeholders effectively.

Preferred Qualifications
- Experience working 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 be a key operational partner within a dynamic sales environment, ensuring processes run efficiently and data-driven decisions are supported across teams.