Sales Operations Specialist

Position Summary

The Sales Operations Specialist will play a crucial role in streamlining and optimizing our sales processes, ensuring the efficiency and effectiveness of our sales operations. The ideal candidate will possess a strong analytical mindset, exceptional organizational skills, and a deep understanding of sales processes and tools.

Key Responsibilities:

Sales Process Optimization:

  • Analyze existing sales processes and identify areas for improvement to enhance overall efficiency and effectiveness.
  • Collaborate with cross-functional teams, including sales, marketing, and finance, to align processes and ensure seamless operations.
  • Develop and implement best practices and standard operating procedures to streamline sales workflows.
  • Continuously monitor and evaluate sales processes, making adjustments as needed to adapt to changing business needs.

Sales Data Analysis:

  • Gather, analyze, and interpret sales data to provide insights into performance trends, pipeline management, and revenue forecasting.
  • Create comprehensive reports and dashboards to present key performance indicators (KPIs) and metrics to sales leadership.
  • Identify opportunities to increase sales productivity by leveraging data-driven insights.

CRM Management:

  • Administer and maintain the company’s Customer Relationship Management (CRM) system, ensuring accurate and up-to-date information.
  • Train sales teams on CRM usage and best practices to ensure data integrity and consistency.
  • Customize and configure the CRM to align with evolving business requirements.

Sales Enablement:

Forecasting and Reporting:

Process Automation:


Physical Requirements:


If you’re ready to grow your career in an energetic, customer-focused environment. Waterfield may be looking for you!

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Waterfield Tech is proud to be an equal opportunity employer

Waterfield Tech believes that all persons are entitled to equal employment opportunity and does not discriminate against its Employees or applicants because of race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, citizenship status, disability, protected medical condition, military status, genetic information, or any other basis prohibited by applicable federal, state or local law. This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, training, discipline, promotion, transfers, compensation, benefits, leaves of absence, termination, and all other terms and conditions of employment.

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