Sales Operations Specialist

Summary/Objective:The Sales Operations Specialist manages the deal pipeline from close through go-live — tracking accounts, documents, and milestones in Salesforce to ensure every deal is moving and nothing stalls. This role also owns the reporting and communication cadence for the sales organization, producing weekly KPI reports and leading the leadership call to keep all stakeholders aligned. Beyond the pipeline, the specialist supports the broader sales team through proposal and contract generation, training development, and marketing coordination. This person reports directly to the Chief Strategy Officer and serves as the operational hub between sales, operations, and leadership.Essential Functions:The following list of essential functions is not intended to be restrictive or all inclusive. The fact that certain duties may not be listed does not limit the assignment of additional and/or other duties.Pipeline ManagementTrack open accounts and documents in Salesforce; ensure document and dashboard accuracy in Salesforce with proactive reviewsFlag stalled opportunities and outstanding itemsCoordinate with sales on document collection statusProvide visibility to sales and operations on upcoming accountsProposal & ContractingCreate proposals and generate contracts for signature; coordinate with accounting as needed to facilitate smooth hand-offPerform reviews of contracting entitiesPrep amendments on contracts when necessaryKPI ReportingProduce weekly performance reports for BDRs, SDBD, and LeadershipTrack KPIs on a monthly and quarterly basisSupporting ResponsibilitiesWork with Chief Strategy Officer and Sales Leadership to identify, develop, and deliver internal sales trainingIdentify conference opportunities for Sales team and manage logisticsReview and revise marketing collateralCross-Functional CoordinationLead weekly calls with the broader leadership team to review open itemsTake detailed meeting notes and document any action itemsParticipate in monthly Account Manager and Sales meetings to review pipeline activity and support alignment between sales and operationsTrack go-lives and trends on timing of accounts (announcement to in-service, go-live, etc.)Supervisor Responsibility:This position has no direct supervisory responsibilities.Work Environment:Remote/home office.Physical Demands:This role is primarily sedentary and performed in a home office environment. Requirements include the ability to sit for extended periods, operate a computer and standard office equipment, communicate effectively by phone and video, and have sufficient visual acuity to review documents and marketing materials.Travel:No travel expectation.Qualifications and Requirements:3+ years in sales ops, revenue ops, or a similar coordinator/analyst role.Strong organizational discipline — able to manage multiple workstreams simultaneously without letting anything fall through the cracksProactive communicator — flags issues before being asked, provides updates without being chased, and is comfortable pushing stakeholders without having direct authority over themData literate and platform comfortable — understands data structures, can navigate a CRM to pull reports and identify trends, and grasps what's feasible within a platformComfortable with breadth — thrives managing many different workstreams at a manageable depth rather than going deep on a single focus areaOwnership mentality — takes full responsibility for their workstreams, doesn't wait for direction, and builds structure rather than needing it handed to themBachelor's degree preferredSalesforce experience preferred but not requiredProficiency in Microsoft Office, particularly Excel and PowerPoint