Sales Operations Specialist (CRM & Data) – Hybrid

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

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.