Sales Operations Associate

Jobtailor; Plano (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor is seeking an organized Operations Specialist in Plano to track headcount, resource allocation, and project data, ensuring accuracy and visibility across teams. You will support Account Managers with daily ops and coordinate stakeholder communications.

Join to maintain data consistency, help automate workflows with Excel, CRM systems, Teams, and SharePoint, and contribute to digitization across operational processes.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong organizational and multitasking skills.
• Ability to manage shifting priorities.
• High attention to detail.
• Strong communication skills.
• Proficiency in Microsoft Excel (data tracking and basic analysis).
• Familiarity with Microsoft Teams, SharePoint, or similar tools.
• Experience with CRM systems or data management platforms.
• Exposure to project coordination or sales operations support.
• Experience supporting contract or financial tracking processes.
• Interest or experience in process improvement / automation.
• Proactive and reliable.
• Detail-oriented.
• Team-oriented mindset.
• Strong willingness to learn and adapt.

Responsibilities

• Track headcount, resource allocation, and project-related operational data.
• Maintain and update operational data based on stakeholder inputs.
• Ensure accuracy and visibility of information.
• Support Account Managers with daily operational activities.
• Coordinate with Account Managers on stakeholder communication.
• Collect and consolidate inputs from internal and external stakeholders.
• Support follow-ups and alignment across teams (Account Managers retain ownership).
• Assist in contract-related processes (updates, amendments, documentation).
• Support financial tracking and data preparation.
• Manage requests, tasks, and deliverables.
• Maintain consistency of data across systems.
• Identify inefficiencies in manual processes.
• Support workflow and template improvements.
• Assist in tool usage or simple system enhancements.
• Contribute to digitization of operational processes.

Skills

Microsoft Excel Proficiency

Project Coordination Experience

Data Management

Process Improvement Interest

Strong Communication Skills

Attention to Detail

Team-Oriented

Ability to Manage Shifting Priorities

Education

Bachelor’s degree or equivalent experience

Tools

CRM Systems

Microsoft Teams

SharePoint

Job description

Responsibilities

• Track headcount, resource allocation, and project-related operational data
• Maintain and update operational data based on stakeholder inputs
• Ensure accuracy and visibility of information
• Support Account Managers with daily operational activities
• Coordinate with Account Managers on stakeholder communication
• Collect and consolidate inputs from internal and external stakeholders
• Support follow-ups and alignment across teams (Account Managers retain ownership)
• Assist in contract-related processes (updates, amendments, documentation)
• Support financial tracking and data preparation
• Manage requests, tasks, and deliverables
• Maintain consistency of data across systems
• Identify inefficiencies in manual processes
• Support workflow and template improvements
• Assist in tool usage or simple system enhancements
• Contribute to digitization of operational processes

Qualifications

• Bachelor’s degree or equivalent experience
• Strong organizational and multitasking skills
• Ability to manage shifting priorities
• High attention to detail
• Strong communication skills
• Proficiency in Microsoft Excel (data tracking and basic analysis)
• Familiarity with Microsoft Teams, SharePoint, or similar tools
• Experience with CRM systems or data management platforms
• Exposure to project coordination or sales operations support
• Experience supporting contract or financial tracking processes
• Interest or experience in process improvement / automation
• Proactive and reliable
• Detail-oriented
• Team-oriented mindset
• Strong willingness to learn and adapt

Core Competencies

Demonstrates strong organizational and multitasking capabilities while managing operational data and supporting financial tracking processes. Proficient in Microsoft Excel and familiar with CRM systems, with a focus on process improvement and effective stakeholder communication.

Highest-signal resume keywords

• Microsoft Excel Proficiency
• Project Coordination Experience
• Contract Tracking Support
• Data Management Platform Familiarity
• Process Improvement Interest

Hard Skills

• Data Tracking
• Basic Data Analysis
• Financial Tracking
• Operational Data Management
• Process Automation

Soft Skills

• Strong Communication Skills
• Attention to Detail
• Proactive Mindset
• Team-Oriented
• Ability to Manage Shifting Priorities

Certifications & Qualifications

• Bachelor’s Degree or Equivalent Experience

Industry Keywords

• Resource Allocation
• Stakeholder Communication
• Operational Processes
• Workflow Improvements
• Digitization

Tools & Technologies

• Microsoft Teams
• SharePoint
• CRM Systems