Sales Operations Specialist: Salesforce & Data Analytics

Panelmatic; Georgia; On-site; USD 60,000 - 80,000; Full time

Job summary

Panelmatic, Inc. seeks a highly organized Sales Operations Coordinator to support Salesforce, sales reporting, and analytics in a fast-paced manufacturing environment.

You will manage Accounts, Contacts, Leads, Opportunities, and related records, build dashboards, and ensure data integrity. The role requires strong Salesforce expertise, advanced Excel skills, and the ability to work across departments to drive process improvements and SOP development.

Qualifications

• Strong Salesforce experience required.
• Experience with Accounts, Contacts, Opportunities, reports and dashboards in Salesforce.
• Excel skills including lookups, filtering, data analysis, and working with large datasets.
• Strong written and verbal communication skills; ability to work cross-departmentally.
• Ability to manage multiple deadlines and requests simultaneously.
• Experience with customer/vendor portals, prequalifications, RFQs, bid documentation, or proposal support is strongly preferred.

Responsibilities

• Serve as primary day-to-day Salesforce resource for the Sales organization.
• Create, update, and maintain Accounts, Contacts, Leads, Opportunities, and related records.
• Maintain accurate opportunity stages, close dates, values, and supporting documentation.
• Build and maintain Salesforce reports, dashboards, list views, and filters.
• Monitor CRM data quality and identify missing or inconsistent information.
• Support Salesforce users with system questions, processes, and troubleshooting.
• Assist with testing new Salesforce fields, workflows, validation rules, automation, and process improvements.
• Support documentation and training for new or updated Salesforce processes.
• Partner with the Sales Operations Manager on CRM development, optimization, and adoption.
• Create and maintain Salesforce reports and dashboards to support Sales Operations.
• Assist with analyzing sales performance, pipeline activity, win rates, and trends.
• Use Excel to organize, analyze, validate, and reconcile sales data.
• Identify trends and data inconsistencies; ensure Salesforce data integrity.
• Translate sales data into actionable insights for Sales leadership.
• Develop, document, and maintain Sales Operations processes and SOPs.
• Help identify process gaps and opportunities for improvement.
• Document Salesforce and sales workflows for consistency.
• Assist with implementing new processes and supporting adoption.

Skills

Salesforce experience

Excel skills

Data analysis

Communication skills

Multitasking

Cross-department collaboration

Tools

Salesforce reports

Microsoft 365 apps

Outlook

Teams

Word

Job description

Panelmatic, Inc. seeks a highly organized Sales Operations Coordinator to support Salesforce, sales reporting, and analytics in a fast-paced manufacturing environment.

You will manage Accounts, Contacts, Leads, Opportunities, and related records, build dashboards, and ensure data integrity. The role requires strong Salesforce expertise, advanced Excel skills, and the ability to work across departments to drive process improvements and SOP development.