Sales Operations Specialist

Crestfield Talent is seeking a detail-oriented Sales Operations Specialist to support CRM accuracy pipeline activity sales reporting and day-to-day coordination across the sales team.

This hybrid role is a good fit for someone who is organized comfortable working with sales systems and spreadsheets and able to keep processes data and follow-up activity accurate.

• Maintain accurate customer and opportunity records in CRM systems

• Support pipeline tracking and sales activity reporting

• Prepare routine sales reports and internal updates

• Track open tasks deadlines and follow-up items

• Coordinate with sales representatives on account and opportunity information

• Help maintain sales process documentation and internal resources

• Support meeting preparation and account review activity

• Assist with improving consistency across sales workflows

• Strong organizational and analytical skills

• Comfortable using CRM systems and spreadsheets

• Good attention to detail

• Able to manage multiple priorities and deadlines

• Strong written and verbal communication skills

• Previous sales operations account support or business operations experience is preferred

Sales Operations CRM Pipeline Management Sales Reporting Microsoft Excel Google Sheets Account Support Data Management Process Coordination Business Communication Organization Time Management

• Hybrid work arrangement

• Full-time schedule

• Professional sales environment

• Cross-functional sales experience

• Opportunities for professional growth

Required Skills:

Sales Operations