Sales Operations Assistant

JOB TITLE:

Sales Operations Assistant

FLSA STATUS:

Salaried

REPORTS TO:

Sales Support Coordinator

DEPARTMENT:

Sales

LOCATION:

Hyderabad

SUMMARY:

The Sales Operations Assistant will play a key role in supporting the sales team by maintaining data accuracy, streamlining contract workflows, and ensuring CRM integrity. This role is ideal for someone detail-oriented with a strong grasp of Salesforce and a passion for operational excellence.

ESSENTIAL DUTIES/ RESPONSIBILITIES:

• Salesforce:
  • Enter order date for new contracts
  • Clean up Salesforce data including the deletion of duplicate accounts and inactivating outdated contacts
• Sales Support:
  • Assist with contract documentation and tracking
  • Coordinate with sales reps to ensure timely data entry while supporting territory and account alignment
• Reporting & Analysis:
  • Generate basic reports and dashboards
  • Assist with tracking sales performance metrics such as: lead and task tracking & metrics, win/loss, product and client information.
• Process Improvement:
  • On-going process improvement work with a focus on identifying inefficiencies in data workflows, and recommending improvements to streamline operations
• Cross Functional Collaboration:
  • Coordinate with finance, marketing, and enablement teams to ensure data consistency
  • Support onboarding of new sales team members with CRM setup

EDUCATION DESIRED:

Higher education preferred

SPECIFIC KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• EAGER AND WILLING TO LEARN
• A desire to work with cutting edge technology and software (Salesforce.com)
• 1+ years of Salesforce experience
• 1+ years of experience in reporting, research, and dashboards In Salesforce preferred
• Ability to communicate effectively through verbal, written, and listening skills with both US and India based Associates
• Ability to use deductive and inductive reasoning to provide conclusions and answers that make sense.
• Ability to multi-task with strong organizational skills while managing multiple priorities
• Strong detail orientation, analytical & critical thinking skills, and intellectual curiosity
• Excellent written and verbal communication skills for the purpose of communicating and presenting research and analysis
• Experience utilizing the Microsoft Suite of solutions, including MS Excel, PowerPoint, Word and Access.

SUPERVISORY RESPONSIBILITIES:

No direct reports

PHYSICAL REQUIREMENTS:

• Requires ability to use a telephone
• Requires ability to use a computer
• Most of work will be spent in a seated, climate-controlled office