Senior Operations Specialist

Prezent; United States; Remote; USD 9,300 - 15,000; Full time

Benefits offered by this job

ESOPs

Comprehensive Benefits

Remote work culture

Job summary

Prezent is hiring an Operations Specialist to streamline revenue processes, build reporting, and connect Salesforce with automation tools. You’ll identify friction, improve operational workflows, and enable sales teams with data-driven insights.

The role requires strong analytical skills, Salesforce experience, and cross-functional collaboration across Enablement, Sales, and Marketing. This is a fully remote position based in India.

Qualifications

• Analyze data to derive actionable insights and trends.
• Document processes and build a knowledge repository for first-tier sales support.

Responsibilities

• Build basic Salesforce reports and dashboards and connect to Zapier.
• Collaborate with Sales Strategy and Data Analytics to align metrics.

Skills

Analytical thinking

Communication

Project management

Prioritization

Cross-functional collaboration

Problem-solving

Tools

Salesforce

Zapier

Tableau

Looker

AI tools

Job description

Job Location:100% remote (India based candidates only)

Employee Location:India

Role:Operations Specialist

Shift Timings:Overlap with IST (India) and PST (North America) timezones

Role Overview

We're hiring an Operations Specialist to be a generalist backbone for our revenue organization. You'll spot friction in our processes, tools, and integrations; build the reporting and dashboards that keep sales leadership and reps informed; and act as a first line of support connecting Sales, Enablement, and Marketing. This role suits someone equally comfortable working inside Salesforce, digging into a dataset, and sitting in a room with sales leadership - someone who can prioritize ruthlessly and ship accurate work on tight timelines.

Process, Automation & AI

• Identify gaps in processes, integrations, and automations; use AI to improve functionality and effectiveness across the revenue org.
• Contribute to ad hoc business projects, including integrating new products and business lines into existing operating rhythms.

Reporting & Analytics

• Create and implement reporting and dashboards within our tools for the revenue organization, focused on efficiency, effectiveness, and productivity.
• Collaborate with Sales Strategy and Sales Data Analytics to keep reporting and metrics aligned across teams.
• Support data analysis for sales compensation payouts.

Systems & Salesforce

• Build basic Salesforce reports and dashboards, and connect workflows to Zapier for automation.
• Partner with our Salesforce developer on data hygiene and data integration for new processes and new business motions.

Knowledge & Enablement

• Document processes and build a knowledge repository for first-tier sales support.
• Train sales teams on how to effectively use sales tools and processes.

Cross-Functional Collaboration

• Partner with Enablement, Sales, CSMs and Marketing to ensure alignment and support for operations.
• Contribute to the development of sales strategies and tactics based on data insights and market trends.

Prioritization & Execution

• Prioritize competing tasks and deliver accurate output in a timely manner across multiple concurrent projects.

Must-Have Qualifications

• Technical Proficiency:Strong understanding of CRM systems (Salesforce), sales engagement platforms, and other sales technologies.
• Salesforce & Automation:Comfortable creating basic Salesforce reports and dashboards, and connecting them to Zapier or similar automation tools.
• Analytical Skills:able to analyze data - including compensation/payout data - identify trends, and develop insights.
• Communication Skills:able to communicate effectively with sales teams, leadership, and other stakeholders.
• Problem-Solving Skills:able to identify and solve problems related to sales processes and technology.
• Project Management Skills:able to manage multiple projects and priorities simultaneously and deliver accurate output on time.
• Exposure tointegrating acquisitions or new businesslines into existing sales operations and prior experiencesupporting sales compensation processespreferred.
• Familiarity withdata visualization tools (e.g., Tableau, Looker)and usingAI tools to automate or improve operational workflows.

• ESOPs: You’ll be eligible for Employee Stock options.
• Comprehensive Benefits: Flexible, top-tier benefits package in line with India market standards.
• Remote Work Culture: Fully remote with best-in-class collaboration tools (Salesforce, Gong, Apollo, etc.).
• Professional Growth: Thrive in a fast-paced environment that encourages innovation, continuous learning, and career progression.