Lead Sales Operations Specialist

Clear Point Consultants; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Clear Point Consultants is seeking a highly independent Sales Operations Lead to bring structure, visibility, and accountability to a growing sales organization in Boston. This role requires hands-on Salesforce expertise and the ability to connect Sales, Marketing, Product, Finance, and Technical teams.

You'll own forecasting, pipeline reporting, and revenue visibility, while coordinating cross-functional efforts and managing channel/partner sales operations.

Qualifications

• Must have hands-on Sales/Revenue Operations experience.
• Strong ability to forecast, report, and drive revenue visibility.
• Excellent cross-functional collaboration across Sales, Marketing, Product, Finance.

Responsibilities

• Own sales forecasting, pipeline reporting, and revenue visibility for sales leadership.
• Serve as Salesforce SME, ensuring data accuracy, reporting, quoting, SKUs, pricing and activity.
• Coordinate information across teams to prevent gaps and ensure follow-through.
• Support leadership with weekly reporting, pipeline reviews, and executive visibility.
• Help manage channel/partner sales operations and programs.
• Identify gaps and proactively improve processes.
• Be a trusted operational partner to sales leadership.

Skills

Sales Operations

Revenue Operations

Sales Enablement

Tools

Salesforce

Job description

Our client is a growing technology company seeking a highly independent Sales Operations Lead professional to bring structure, visibility, and accountability to a growing sales organization.

This is not a traditional Salesforce Administrator role. We're looking for someone who understands how to use Salesforce as a business and revenue management tool and can connect the dots across Sales, Marketing, Product, Business Development, Finance, and Technical teams.

What You'll Do

• Own sales forecasting, pipeline reporting, and revenue visibility for sales leadership.
• Serve as the go-to Salesforce SME, ensuring accurate data, reporting, quoting, SKUs, pricing, and sales activity.
• Coordinate information and follow-ups across multiple teams so nothing falls through the cracks.
• Support sales leadership with weekly reporting, pipeline reviews, and executive-level visibility.
• Help manage channel sales operations, including partner/reseller relationships, portals, programs, and processes.
• Identify gaps, solve problems, and improve processes without waiting to be told what to do.
• Become a trusted operational partner to sales leadership and a key connector across the organization.

What We're Looking For

• Strong background in Sales Operations, Revenue Operations, or Sales Enablement Operations.
• Advanced, hands-on Salesforce experience. Certification is not required.
• Experience with forecasting, pipeline management, reporting, and revenue visibility.
• Channel/partner sales experience is required, including familiarity with resellers, integrators, partner programs, or channel processes.
• Highly organized, detail-oriented, and comfortable managing multiple priorities.
• A confident self-starter who takes ownership and knows how to push for information and follow through.
• Strong communication skills and the ability to work effectively with sales, executive, product, technical, and business teams.
• Experience connecting Sales + Marketing + CRM + Finance is a strong plus.

The Right Personality

You're the person who sees something that needs to be done and just handles it.

You know how to get answers from busy people, aren't afraid to ask the tough follow-up question, and can walk into a meeting with accurate numbers and a clear understanding of what needs attention.

Onsite Boston presence is required.

If you're a Salesforce-savvy Sales or Revenue Operations professional who understands forecasting + channel sales + cross-functional operations, we'd love to hear from you.