Sales Operations Associate

PEI; Charlotte (NC); Hybrid; USD 60,000 - 85,000; Full time

Job summary

PEI Group in Charlotte, NC, is seeking a Sales Operations Associate to support our subscription, delegate, sponsorship and advertising sales teams. You will handle CRM requests, maintain data accuracy, create and allocate opportunities, and manage sales tools and licences.

Basing in a hybrid setup (3 days in office, 2 days remote), you will identify process improvements, work with RevOps, and help teams adopt Dynamics 365 and related tools to streamline workflows.

Qualifications

• Experience in sales operations or CRM support.
• Experience with Dynamics 365 preferred.
• Comfortable building Excel reports.
• Strong problem-solving and attention to detail.
• Able to explain systems to non-technical colleagues.

Responsibilities

• Triage, resolve and escalate Dynamics 365 requests from sales teams.
• Keep CRM data accurate by creating/merging organisations and contacts.
• Create and allocate opportunities from inbound inquiries.
• Manage licences for sales tools including LinkedIn Sales Navigator.
• Provide first-line support for sales tools and escalate issues.
• Produce routine operational reports from CRM data.

Skills

CRM support

Dynamics 365

Excel reporting

Data hygiene

Cross-team collaboration

Tools

Dynamics 365

LinkedIn Sales Navigator

DocuSign

Job description

About The Role

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 escalat 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 escalat 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.

About Us

PEI Group is the leading global provider of business intelligence, data, analytics, and events for private markets professionals.

Through meticulously sourced data, deep analytical expertise, and a trusted journalistic heritage, PEI delivers vital intelligence to sharpen the decision-making of more than 30,000 investors, asset managers, and service providers.

With over two decades of strong growth, PEI operates across ten asset classes including private equity, private credit, private real estate, and private infrastructure, through our portfolio of premium research platforms, membership networks, and global events.

Our 500-strong team operating from six offices, equips private market professionals with the relationships, opportunities, and critical market insights they need to navigate evolving markets and achieve stronger investment outcomes.

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At PEI we value diverse talent and welcome applications from everyone - regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this.PEI Group supports flexible working arrangements, and we welcome career returners.