Sales Operations & CRM Specialist

Kroll; Ciudad de México; Hybrid; MXN 180,000 - 240,000; Full time

Job summary

Kroll is seeking an Operations Associate to support the sales lifecycle by managing Salesforce CRM records, processing orders, and handling contract administration. The role acts as a vital link between Sales, Legal, Finance, and Operations to maintain data integrity and streamline processes.

The candidate should have 3–5 years in sales operations or account management in tech, be proficient in Salesforce and MS Office, and be willing to work in the US time zone.

Qualifications

• Bachelor's degree or equivalent preferred.
• 3–5 years in sales ops or account management in tech.
• Experience with contract management systems and lifecycles.
• Strong organizational, analytical, and multi-tasking skills.
• Excellent oral and written communication across stakeholders.
• Willing to work in the US time zone; weekend on-call rotation.

Responsibilities

• Manage and maintain Salesforce CRM records (Accounts, Contacts, Opportunities, Leads).
• Ensure accurate sales tracking, pipeline management, and data integrity in Salesforce.
• Monitor CRM data quality and resolve discrepancies for reporting and forecasting.
• Draft customer contracts, statements of work, and related docs; coordinate revisions with legal.
• Maintain contract records for audit and compliance.
• Process executed contracts and opportunities in Salesforce.
• Collaborate with Sales, Legal, Finance, Operations, and Customer Success.
• Support process improvements to boost operational efficiency.

Skills

CRM management

Stakeholder management

Attention to detail

Multi-tasking

Communication skills

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office

Job description

Kroll is seeking an Operations Associate to support the sales lifecycle by managing Salesforce CRM records, processing orders, and handling contract administration. The role acts as a vital link between Sales, Legal, Finance, and Operations to maintain data integrity and streamline processes.

The candidate should have 3–5 years in sales operations or account management in tech, be proficient in Salesforce and MS Office, and be willing to work in the US time zone.