Senior Sales Operations Specialist

About the Company

simplify life's most important payments

We're on a mission to become the solution for Real Estate payments everywhere

About the Role

What You'll Do

• Opportunity & Task Management
• Monitor and update sales opportunities in Salesforce
• Track and assign tasks to relevant sales team members
• Ensure timely follow-up and closure of sales activities
• Queue Management
• Regularly clear and maintain internal queues to avoid bottlenecks
• Prioritize and escalate tasks as needed to ensure smooth workflow
• Salesforce Backend Operations
• Perform data entry, validation, and maintenance in Salesforce
• Generate reports and dashboards to support sales insights
• Troubleshoot and resolve Salesforce-related issues
• Lead Sorting & Assignment
• Review incoming leads and categorize based on predefined criteria
• Assign leads to appropriate departments or sales representatives
• Ensure lead distribution aligns with business priorities and capacity
  

What You'll Need

• Bachelor's degree in Business, Marketing, or related field
• 2+ years of experience in sales operations or CRM management
• Proficiency in Salesforce
• Strong organizational and multitasking skills
• Excellent communication and analytical abilities
• Experience with queue-based task systems
• Familiarity with sales funnels and lead qualification processes
• Ability to work independently and collaboratively in a fast-paced environment
  

Bonus Points

• Salesforce Certification