Sales Operations Specialist

Placements24; Queenstown; Hybrid; NZD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Remote work flexibility

Professional development

Job summary

Placements24 is seeking a highly organized Sales Operations Specialist for a fully remote role. You will manage CRM data, support forecasting, and optimize sales processes while collaborating with sales leadership, marketing, and finance.

The ideal candidate has strong analytical skills, experience with Salesforce, and attention to detail to thrive in a remote-first environment. This role supports scalable growth through data-driven insights and operational excellence.

Qualifications

• Bachelor's degree in business, information systems, or related field preferred.
• Strong experience with Salesforce administration and reporting.
• Excellent analytical and communication skills.

Responsibilities

• Maintain and ensure CRM data integrity (Salesforce).
• Support sales reporting, analytics, and forecasting.
• Develop/refine sales processes and workflows for efficiency.
• Create and manage sales enablement materials and tools.
• Onboard new sales members; provide tool/process training.
• Monitor key sales metrics and identify improvement areas.
• Coordinate with marketing/finance on leads and revenue recognition.
• Identify improvements to the sales tech stack.
• Generate regular sales reports/dashboards for management.
• Ensure compliance with sales policies and procedures.

Skills

Salesforce

Data analysis

Excel/Sheets

Remote work

Communication

Process improvement

Education

Bachelor's degree in Business/IS

Tools

CRM software

SQL

Job description

About the Role

Our client, a fast-growing SaaS company, is looking for a highly organized and analytical Sales Operations Specialist to join their fully remote team. This role is crucial for optimizing the efficiency and effectiveness of the sales department by managing critical operational processes, implementing best practices, and providing data-driven insights. You will work closely with sales leadership, marketing, and finance to ensure seamless execution of sales strategies. The ideal candidate possesses strong analytical skills, proficiency in CRM systems, and a meticulous attention to detail, thriving in a remote-first environment. You will be responsible for managing sales data integrity, supporting sales forecasting, optimizing sales processes, and ensuring the sales team has the tools and resources they need to succeed. This is an excellent opportunity to contribute to the scalability and success of a dynamic technology company from the comfort of your home office. Your dedication to streamlining operations and enhancing sales productivity will be highly valued in this essential role.

Key Responsibilities

• Manage and maintain the CRM system (e.g., Salesforce), ensuring data accuracy and integrity.
• Support the sales team with reporting, analytics, and forecasting.
• Develop and refine sales processes and workflows to improve efficiency and productivity.
• Assist in the creation and management of sales enablement materials and tools.
• Help onboard new sales team members, providing training on sales tools and processes.
• Monitor key sales performance metrics and identify areas for improvement.
• Coordinate with marketing and finance on lead management and revenue recognition processes.
• Identify and implement improvements to sales technology stack.
• Generate regular sales reports and dashboards for management review.
• Ensure compliance with sales policies and procedures.

Requirements

• Proven experience in Sales Operations, Sales Support, or a similar analytical role.
• Strong proficiency with CRM software, particularly Salesforce, including administration and reporting.
• Excellent analytical and problem-solving skills, with a keen eye for detail.
• Experience with sales forecasting and pipeline management.
• Ability to work independently and manage multiple priorities in a remote setting.
• Strong understanding of sales processes and methodologies.
• Excellent communication and interpersonal skills for effective collaboration.
• Proficiency in Microsoft Excel or Google Sheets for data analysis.
• Bachelor's degree in Business Administration, Information Systems, or a related field is preferred.
• A proactive approach to identifying and solving operational challenges.

Benefits

• Competitive salary and potential for performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Generous paid time off and remote work flexibility.
• Opportunities for professional development and career growth in a SaaS environment.
• Access to advanced sales technology and tools.
• A supportive and collaborative remote team culture.
• Contribute to the operational success of a growing tech company.