Senior Operations Specialist

Prezent AI; India; Remote; INR 6,783,000 - 9,690,000; Full time

Benefits offered by this job

ESOPs

Comprehensive benefits

Remote work culture

Professional growth

Job summary

Prezent AI is seeking an Operations Specialist to serve as the backbone of the revenue organization. You will identify friction in processes, build reporting dashboards, and act as a bridge between Sales, Enablement, and Marketing.

You will work with Salesforce, data analysis, and AI-powered enhancements to improve efficiency. The role requires hands-on experience with Salesforce reports, data visualization, and cross-functional collaboration to implement scalable processes and compensation

Qualifications

• Proficient with CRM systems (Salesforce) and sales tech.
• Ability to create basic Salesforce reports and dashboards.
• Strong data analysis to identify trends and insights.
• Excellent communication with sales teams and leaders.
• Proven project management across multiple priorities.
• Experience integrating acquisitions or new business lines into sales ops; supporting compensation processes.
• Familiar with data viz tools (Tableau, Looker) and AI-enabled automation.

Responsibilities

• 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.
• 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.
• 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.
• Document processes and build a knowledge repository for first-tier sales support.
• Train sales teams on how to effectively use sales tools and processes.
• 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.
• Prioritize competing tasks and deliver accurate output in a timely manner across multiple concurrent projects.

Skills

CRM systems

Salesforce knowledge

Analytical skills

Communication skills

Problem-solving

Project management

Data visualization

AI in operations

Tools

Salesforce

Zapier

Tableau

Looker

Gong

Apollo

Job description

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.

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 tointegrating acquisitions or new businesslines into existing sales operations and prior experiencesupporting sales compensation processespreferred.
• Familiarity withdata visualization tools (e.g., Tableau, Looker)and usingAI tools to automate or improve operational workflows.

• ESOPs: You’ll be eligible for Employee Stock options.
• Comprehensive Benefits: Flexible, top-tier benefits package in line with India market standards.
• Remote Work Culture: Fully remote with best-in-class collaboration tools (Salesforce, Gong, Apollo, etc.).
• Professional Growth: Thrive in a fast-paced environment that encourages innovation, continuous learning, and career progression.