Sales Ops Data & Pipeline Specialist (Remote)

Praesidium; United States; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Holidays

401(k) with company match

Job summary

Praesidium is seeking a Sales Operations Coordinator to keep Salesforce data accurate and current, manage inbound leads, and support the Business Development team. You will monitor pipeline activity, prepare recurring reports, and collaborate with the SVP of Growth to improve CRM processes.

The ideal candidate is highly organized, detail-oriented, and proficient with CRM systems and sales data, with strong communication skills and the ability to work cross-functionally in a fast-paced

Qualifications

• Minimum of 2 years of experience in sales support, sales coordination, sales operations, CRM administration/support, customer service, or a related role.
• Experience working with Salesforce CRM strongly preferred.
• Experience maintaining CRM data, sales pipelines, leads, contacts, accounts, and opportunities.
• Strong attention to detail and commitment to data accuracy.
• Ability to identify incomplete or inconsistent information and proactively follow through with team members to resolve issues.
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.
• Professional telephone and email communication skills.

Responsibilities

• Maintain accurate and complete lead, contact, account, and opportunity records within Salesforce.
• Add and maintain contacts from inbound inquiries, conferences, events, and other lead sources.
• Proactively review CRM and pipeline data to identify missing, duplicate, inaccurate, or outdated information.
• Monitor opportunity stages, close dates, lead sources, aging opportunities, and other key fields for accuracy.
• Work with opportunity owners to obtain missing information and ensure opportunities are kept current.
• Ensure Closed Won and Closed Lost opportunities, including applicable loss reasons, are accurately recorded.
• Identify recurring CRM or pipeline data issues and bring opportunities for improvement to the SVP of Growth.

Skills

CRM data integrity

Lead management

Data accuracy

Communication

Organization

Cross-functional collaboration

Sales reporting

Tools

Salesforce

PandaDoc

Microsoft Office

Job description

Praesidium is seeking a Sales Operations Coordinator to keep Salesforce data accurate and current, manage inbound leads, and support the Business Development team. You will monitor pipeline activity, prepare recurring reports, and collaborate with the SVP of Growth to improve CRM processes.

The ideal candidate is highly organized, detail-oriented, and proficient with CRM systems and sales data, with strong communication skills and the ability to work cross-functionally in a fast-paced