Sales Operation Associate

PEI; Charlotte (NC); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Annual leave 24 days

9 paid holidays

Sick leave 56 hours

Parental leave 12 weeks

Medical coverage

Dental and vision

401k with employer match

Volunteer days

Employee Assistance Program

Job summary

PEI is hiring a Sales Operations Associate in Charlotte, NC, supporting subscription, delegate, sponsorship and advertising sales teams, plus Client Success. You will handle CRM requests, ensure data accuracy, and create and allocate opportunities while maintaining licences and sales tools.

You’ll look for process improvements through training, guidance or automation, collaborating with the RevOps team to implement changes and support cross-functional stakeholders.

Qualifications

• Experience in a sales operations, CRM support or commercial operations role.
• Experience with a CRM system (Dynamics 365 preferred).
• Comfortable working with numbers: build reports in Excel and check data.
• Able to explain systems and processes clearly to non-technical colleagues.
• Accurate, diligent, with strong attention to detail.
• Organised and able to manage competing priorities and meet deadlines.

Responsibilities

• Triage, resolve, and escalate Dynamics 365 requests from sales reps, account managers and Client Success.
• Keep CRM data accurate: create/merge organisations, offices and contacts; maintain account, opportunity and order records.
• Create and allocate opportunities from inbound enquiries following routing rules; ensure right account manager follows up.
• Create records in Dynamics 365 for sales, Client Success and Networks teams.
• Manage and assign sales tool licences and access (LinkedIn Navigator, distribution lists).
• Provide first-line support for sales tools (Dynamics 365, DocuSign) and escalate to CRM admins as needed.
• Maintain price units in Dynamics 365 and sales forecast files; produce routine reports.
• Spot patterns in requests and suggest training or automation to remove recurring issues.
• Work with CRM admins/analysts to test changes and help teams adopt them.

Skills

CRM support

Dynamics 365

Excel

Data hygiene

Reporting

Stakeholder management

Tools

Dynamics 365

LinkedIn Sales Navigator

DocuSign

Job description

The Sales Operations Associate keeps PEI's commercial teams running smoothly and helps make their work easier. The role supports our subscription, delegate, and sponsorship and advertising sales teams, as well as Client Success: handling CRM requests, keeping data accurate, creating and allocating opportunities, and managing sales tools and licences. Alongside getting the day‑to‑day work done, the role is expected to look for improvement, spotting where requests could be avoided through better training, clearer guidance or automation in Microsoft Dynamics 365, and raising them with the wider RevOps team.

This role is based in Charlotte, North Carolina with a hybrid work structure of 3 days in the office and 2 days work from home.

• Own the sales support queue: triage, resolve and escalates Dynamics 365 requests from sales reps, account managers and Client Success, working to agreed response times.
• Keep CRM data accurate: create and merge organisations, offices and contacts, and keep account, opportunity and order records correct.
• Create and allocate opportunities from inbound enquiries, following agreed routing rules, and follow up to make sure the right account manager picks them up.
• Create records in Dynamics 365 where needed for the sales, Client Success and Networks teams.
• Keep accounts allocated to the right team and revenue status (client or acquisition) as orders are posted or lapse.
• Manage and assign sales tool licences and access, including LinkedIn Sales Navigator and the commercial team distribution lists, making sure licences sit with the people who use them.
• Provide first-line support for sales tools, including Dynamics 365 and DocuSign, and escalating issues to the CRM admins where needed.
• Maintain price units in Dynamics 365 and the sales forecast files, and produce routine operational reports such as licensed user lists and CRM views.
• Spot patterns in the requests that come in, and flag where training, clearer guidance or automation would remove the need for them.
• Work with the CRM admins and analysts to test and support changes, and help teams adopt them.
• Work with Sales, Client Success, Marketing and Finance to keep sales data and processes aligned.

About You

Requirements

• Experience in a sales operations, CRM support or commercial operations role, ideally in a subscription, media or events business, is preferred but not essential.
• Experience with a CRM system (Dynamics 365 preferred), including data hygiene and user support, is an advantage.
• Comfortable working with numbers: able to build reports in Excel, check sales and pipeline data, and spot errors.
• A problem-solver: when the same request or error keeps coming up, you ask why and suggest a fix.
• Able to explain systems and processes clearly to non-technical colleagues, in writing and in person.
• Accurate and diligent, with strong attention to detail.
• Organised and resilient, able to manage competing priorities from several teams and meet deadlines.
• Self-motivated, able to work independently and take responsibility.
• Comfortable working with multiple stakeholders, operating across departments and regions.
• Personable and professional, with a service mindset towards the teams you support.
• 24 days of annual leave (increasing with tenure), plus 9 paid holidays
• 56 hours of sick leave and the last week of the year off globally
• Up to 12 weeks of paid parental leave
• Nationwide medical coverage through anthem blue cross blue shield, with at least one plan covered at no cost for you and your dependants
• Dental, vision, FSA & HSA options, plus voluntary benefits (commuter, disability, legal and pet insurance)
• 401k with 3% employer match through Empower – eligible from day one – no wait period
• 4 paid volunteer days per year and access to EAP and Health Advocate resources
• Participation in our Employee Incentive Reward plan (EIRP), with unit allocations tied to a future private equity exit