Sales operations specialist job description
Updated March 14, 2024
9 min read
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Example sales operations specialist requirements on a job description
Sales operations specialist requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in sales operations specialist job postings.
Sample sales operations specialist requirements
- Bachelor's degree in Business Administration, Marketing, or related field
- 2-4 years of experience in sales operations or related field
- Proficient in Microsoft Office Suite, especially Excel and PowerPoint
- Experience with Salesforce or other CRM software
- Strong analytical and problem-solving skills
Sample required sales operations specialist soft skills
- Excellent communication and interpersonal skills
- Ability to work independently and in a team environment
- Detail-oriented and highly organized
- Adaptable to changing priorities and able to multitask
- Proactive and self-motivated
Sales operations specialist job description example 1
InterWorks sales operations specialist job description
Is "initiative" one of your favorite words? Would you consider yourself a problem-solving go-getter who loves to collaborate? Are you looking to jump into a fast-paced workplace with crazy-smart coworkers? Let us introduce ourselves.
We're InterWorks, a unique tech company that intentionally seeks out the best people to work with the best clients. We're looking for friendly, sharp, and focused achievers who embrace hard work and prize the relationships they build above everything else. The right fit for this position is someone proactive that can work independently but also enjoys supporting and celebrating others. As a Sales Operations Specialist, you will be an integral piece of our client-experience puzzle by helping support our team via operational enablement. We need someone who can manage multiple projects without breaking a sweat.
What You'll Do
* Partner and support Account Executives and Client Managers throughout the Opportunity Lifecycle and in providing an exceptional client experience
* Utilize and navigate CRM systems
* Generate sales proposals and client documents
* Maintain data integrity for sales and client information
* Experience firsthand how InterWorks delivers services as a diverse technology consultancy
* Work cross-functionally with internal teams
What You'll Need
* Adaptability and flexibility to changing situations
* Highly effective communication skills, both written and verbal
* Ability to develop and maintain exceptional relationships with clients and colleagues alike
* Effective time-management skills
* Passion for interacting with people, both co-workers and clients
Why InterWorks
InterWorks is a people-focused tech consultancy that empowers clients with customized, collaborative solutions, and we love pursuing innovation alongside people who inspire us. Our approach to work and community is unique and unconventional-just like us-and that's the way we want it. The only thing missing is you.
We are currently monitoring the COVID-19 situation globally and our team is working remotely. Please don't talk yourself out of applying if you don't meet all requirements. At InterWorks, we value unique contributions, our people are the glue that holds our business together. We're always looking for the right people, and we could be your perfect fit. InterWorks requires all US employees to be vaccinated against Covid-19.
Click here for the InterWorks Privacy Policy
We're InterWorks, a unique tech company that intentionally seeks out the best people to work with the best clients. We're looking for friendly, sharp, and focused achievers who embrace hard work and prize the relationships they build above everything else. The right fit for this position is someone proactive that can work independently but also enjoys supporting and celebrating others. As a Sales Operations Specialist, you will be an integral piece of our client-experience puzzle by helping support our team via operational enablement. We need someone who can manage multiple projects without breaking a sweat.
What You'll Do
* Partner and support Account Executives and Client Managers throughout the Opportunity Lifecycle and in providing an exceptional client experience
* Utilize and navigate CRM systems
* Generate sales proposals and client documents
* Maintain data integrity for sales and client information
* Experience firsthand how InterWorks delivers services as a diverse technology consultancy
* Work cross-functionally with internal teams
What You'll Need
* Adaptability and flexibility to changing situations
* Highly effective communication skills, both written and verbal
* Ability to develop and maintain exceptional relationships with clients and colleagues alike
* Effective time-management skills
* Passion for interacting with people, both co-workers and clients
Why InterWorks
InterWorks is a people-focused tech consultancy that empowers clients with customized, collaborative solutions, and we love pursuing innovation alongside people who inspire us. Our approach to work and community is unique and unconventional-just like us-and that's the way we want it. The only thing missing is you.
We are currently monitoring the COVID-19 situation globally and our team is working remotely. Please don't talk yourself out of applying if you don't meet all requirements. At InterWorks, we value unique contributions, our people are the glue that holds our business together. We're always looking for the right people, and we could be your perfect fit. InterWorks requires all US employees to be vaccinated against Covid-19.
Click here for the InterWorks Privacy Policy
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Sales operations specialist job description example 2
Greene Tweed sales operations specialist job description
At Greene, Tweed, you'll find the cutting-edge technology, world-class polymer expertise and endless advancement opportunities you'd expect from a multi-national industry leader. You'll find them all in an environment that embraces diversity in people and opinions, moves decision making to the point of impact, and celebrates your success.
If you enjoy continuous learning and are excited about working with and creating technological solutions, explore career opportunities with Greene, Tweed.
Essential Duties/Responsibilities:
Assess local/functional learning needs through surveys, interviews with employees, and/or consultations with managers to understand skill-building requirements. Help to identify skill/competency gaps, translate learning requirements and desired outcomes, and determine appropriate training program (may be curated or created).
Utilizes a variety of instructional design techniques, leveraging sound instructional methodology, to design engaging training materials and content in a variety of modalities. Design, develop and/or deliver training to assigned client groups or through Train-the-Trainer programs. With guidance, may be responsible for delivering Corporate Training programs as requested.Utilizes the Learning Management System to deploy training if applicable, monitor training data and reports, manage course enrollments/drops, course effectiveness, learning campaigns, and more for assigned client groups.In consultation with Management, determines criteria to assess learner's performance and develop learner assessments as needed. May conduct (or teach others to conduct) on-the-job or other measurement assessments.With supervision, collaborates with internal stakeholders to understand how local/functional needs and priorities fit into global GT Learning portfolio. Ensure training materials and programs align with approved company Learning format and maintain branding consistency.In consultation with others, supports work to standardize across sites/groups on work instructions, standard operating procedures, training records, etc.Remains current on organizational priorities, corporate Learning trends and portfolio management, and industry best practices in training and development methodologies including technology enhancements.
Required Minimum Qualifications
Education/Certifications: BS degree required; Instructional design, educational technology or related field preferred.
Skills and Experience:
3-5 years' experience in in designing, delivering, and/or consulting on training required. Manufacturing industry experience preferred.Strong communication and presentation skills Ability to design, implement, and evaluate effective training Knowledge of course development software and Learning Management System preferred
Job Environment:
Physical Requirements:
Standing Occasionally (16-45%)
Sitting Frequently (46-100%)
Lifting Up to 10lbs without assistance
Carrying Up to 10lbs without assistance
Walking Occasionally (16-45%)
Hearing Ability to detect noises with or without corrective device(s)
Vision Clarity of vision, with or without corrective lenses
Mental Requirements:
Problem Solving Frequently (46-100%)
Making Decisions Ability to make decisions that have a moderate impact
Supervise Rarely (0-15%)
Interpret Data Frequently (46-100%)
Organize Frequently (46-100%)
Read/Write Frequently (46-100%)
Communication Frequently (46-100%)
Work Environment
High Temperatures Rarely (0-15%)
Low Temperatures Rarely (0-15%)
Noises Moderate (business office with computers, printers and light office noises)
Fumes Exposure Rarely (0-15%)
Note: This Job Description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by the Supervisor. All requirements are subject to change and updates.
We offer a competitive benefits package that includes medical, dental, vision, life insurance, short term and long term disability insurance, 401K savings plan, paid time-off, tuition assistance and more, to meet the diverse needs of all employees and their family members.
EEO Minorities/Females/Protected Veterans/Disabled
Greene, Tweed, a Federal Contractor, is an equal opportunity employer of protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or their protected veteran status.
NOTE: Greene, Tweed is not seeking assistance or accepting unsolicited resumes from search firms for employment opportunities, unless they have a written agreement for the position they are contacting us about. Regardless of past practice, all resumes submitted by search firms to any employee at GT without a valid written search agreement in place for that position will be deemed the sole property of Greene, Tweed, and no fee will be paid in the event the candidate is hired by Greene, Tweed as a result of the referral or through other means.
If you enjoy continuous learning and are excited about working with and creating technological solutions, explore career opportunities with Greene, Tweed.
Essential Duties/Responsibilities:
Assess local/functional learning needs through surveys, interviews with employees, and/or consultations with managers to understand skill-building requirements. Help to identify skill/competency gaps, translate learning requirements and desired outcomes, and determine appropriate training program (may be curated or created).
Utilizes a variety of instructional design techniques, leveraging sound instructional methodology, to design engaging training materials and content in a variety of modalities. Design, develop and/or deliver training to assigned client groups or through Train-the-Trainer programs. With guidance, may be responsible for delivering Corporate Training programs as requested.Utilizes the Learning Management System to deploy training if applicable, monitor training data and reports, manage course enrollments/drops, course effectiveness, learning campaigns, and more for assigned client groups.In consultation with Management, determines criteria to assess learner's performance and develop learner assessments as needed. May conduct (or teach others to conduct) on-the-job or other measurement assessments.With supervision, collaborates with internal stakeholders to understand how local/functional needs and priorities fit into global GT Learning portfolio. Ensure training materials and programs align with approved company Learning format and maintain branding consistency.In consultation with others, supports work to standardize across sites/groups on work instructions, standard operating procedures, training records, etc.Remains current on organizational priorities, corporate Learning trends and portfolio management, and industry best practices in training and development methodologies including technology enhancements.
Required Minimum Qualifications
Education/Certifications: BS degree required; Instructional design, educational technology or related field preferred.
Skills and Experience:
3-5 years' experience in in designing, delivering, and/or consulting on training required. Manufacturing industry experience preferred.Strong communication and presentation skills Ability to design, implement, and evaluate effective training Knowledge of course development software and Learning Management System preferred
Job Environment:
Physical Requirements:
Standing Occasionally (16-45%)
Sitting Frequently (46-100%)
Lifting Up to 10lbs without assistance
Carrying Up to 10lbs without assistance
Walking Occasionally (16-45%)
Hearing Ability to detect noises with or without corrective device(s)
Vision Clarity of vision, with or without corrective lenses
Mental Requirements:
Problem Solving Frequently (46-100%)
Making Decisions Ability to make decisions that have a moderate impact
Supervise Rarely (0-15%)
Interpret Data Frequently (46-100%)
Organize Frequently (46-100%)
Read/Write Frequently (46-100%)
Communication Frequently (46-100%)
Work Environment
High Temperatures Rarely (0-15%)
Low Temperatures Rarely (0-15%)
Noises Moderate (business office with computers, printers and light office noises)
Fumes Exposure Rarely (0-15%)
Note: This Job Description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by the Supervisor. All requirements are subject to change and updates.
We offer a competitive benefits package that includes medical, dental, vision, life insurance, short term and long term disability insurance, 401K savings plan, paid time-off, tuition assistance and more, to meet the diverse needs of all employees and their family members.
EEO Minorities/Females/Protected Veterans/Disabled
Greene, Tweed, a Federal Contractor, is an equal opportunity employer of protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or their protected veteran status.
NOTE: Greene, Tweed is not seeking assistance or accepting unsolicited resumes from search firms for employment opportunities, unless they have a written agreement for the position they are contacting us about. Regardless of past practice, all resumes submitted by search firms to any employee at GT without a valid written search agreement in place for that position will be deemed the sole property of Greene, Tweed, and no fee will be paid in the event the candidate is hired by Greene, Tweed as a result of the referral or through other means.
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Sales operations specialist job description example 3
Richmond American Homes sales operations specialist job description
BREAK GROUND ON A REWARDING CAREER WITH US!
At MDC Holdings, Inc./Richmond American Homes, we encourage a company culture that promotes professionalism, teamwork, health & wellness and work-life balance. If you are a results-driven professional with a passion for success, consider building a career with us. We're proud to be one of the most established builders in the industry, with 45 years of experience and 230,000 homes to our credit.
Position Summary
MDC Holdings's National Marketing department is an internal ad agency within a publicly traded company that supports all 14 market regions where Richmond American Homes builds. This full-time position reports directly to the Sr. National Sales Manager and supports the management of Richmond American's sales team. Works with national sales leadership to identify team needs and project manages the creation of reporting, training content and rollout of communication to improve results. Expectations for this position include the ability to work independently and effectively manage multiple projects and tasks simultaneously. Requires active communication with cross-functional teams within corporate and division offices.
Responsibilities
* Monitor sales team performance and generate various monthly performance and commission reports.
* Become an expert of our phone and online lead management and workflow, as well as navigation within our CRM system.
* Observe phone calls between inside sales teams and prospects to evaluate performance and provide written reports for training opportunities.
* Project manage weekly sales training topics and compile educational tools.
* Perform audits of CRM data, including appointments and opportunities, for purpose of educating the inside sales team.
* Manage new hire onboarding and set-up for inside sales team.
* Perform other duties as assigned by the Sr. National Sales Manager, and National Sales and Marketing leadership.
Requirements
* Education: Bachelor's degree in Marketing, Communication or related field. Minimum of 1-2 years professional experience
* Excellent follow-up, attention to detail, strong organizational and analytical skills are essential to success in this role.
* Previous CRM system experience, Microsoft D365 preferred.
* Will also be required to gain an understanding of industry and company business knowledge, including general sales and marketing strategy and best practices.
* Must demonstrate good interpersonal, professional, and strong communication skills to work effectively with a variety of division staff and cross-functional teams.
* Must be self-motivated, detail-oriented, able to work independently and quickly adapt to new conditions, assignments and deadlines.
* Subject to applicable laws, must be fully vaccinated against COVID-19 by start date under M.D.C. Holdings, Inc. vaccination mandate for all employees who will be working in the Corporate/Home Office at 4350 S. Monaco St. effective Nov. 1st, 2021.
Benefits & Perks!
While we value hard work, we also recognize the importance of having fun! Our employees enjoy a collaborative environment where they can freely bounce ideas off one another and participate in exciting teambuilding activities and outings, like trips to the ballpark, holiday celebrations, regular office socials and much more.
* Positive, collaborative team culture
* Competitive compensation structure
* Comprehensive benefits package includes: Medical, Dental, Vision, HSA/FSA accounts, 401K, Life Insurance, Short Term Disability, Long Term Disability, and EAP
* Time Off benefits include: Vacation, Sick, Holiday, Bereavement, Jury Duty, FMLA, and Military leave
* Discounted pet insurance
* Home purchase discounts & more!
* All benefits are subject to qualification and hire dates. Not all benefits apply to commissioned sales people.
Compensation
* Base Salary: $50,000 - $55,000
* FLSA Status: Exempt
* Bonus Type: Year-end Discretionary,
If you are ready for more than a job and seek a career with one of the most respected organizations in a top industry then we want to hear from you. Please also visit our website at www.richmondamerican.com for more information.
MDC Holdings, Inc. / Richmond American Homes is an Equal Opportunity Employer. #LI-DT1
At MDC Holdings, Inc./Richmond American Homes, we encourage a company culture that promotes professionalism, teamwork, health & wellness and work-life balance. If you are a results-driven professional with a passion for success, consider building a career with us. We're proud to be one of the most established builders in the industry, with 45 years of experience and 230,000 homes to our credit.
Position Summary
MDC Holdings's National Marketing department is an internal ad agency within a publicly traded company that supports all 14 market regions where Richmond American Homes builds. This full-time position reports directly to the Sr. National Sales Manager and supports the management of Richmond American's sales team. Works with national sales leadership to identify team needs and project manages the creation of reporting, training content and rollout of communication to improve results. Expectations for this position include the ability to work independently and effectively manage multiple projects and tasks simultaneously. Requires active communication with cross-functional teams within corporate and division offices.
Responsibilities
* Monitor sales team performance and generate various monthly performance and commission reports.
* Become an expert of our phone and online lead management and workflow, as well as navigation within our CRM system.
* Observe phone calls between inside sales teams and prospects to evaluate performance and provide written reports for training opportunities.
* Project manage weekly sales training topics and compile educational tools.
* Perform audits of CRM data, including appointments and opportunities, for purpose of educating the inside sales team.
* Manage new hire onboarding and set-up for inside sales team.
* Perform other duties as assigned by the Sr. National Sales Manager, and National Sales and Marketing leadership.
Requirements
* Education: Bachelor's degree in Marketing, Communication or related field. Minimum of 1-2 years professional experience
* Excellent follow-up, attention to detail, strong organizational and analytical skills are essential to success in this role.
* Previous CRM system experience, Microsoft D365 preferred.
* Will also be required to gain an understanding of industry and company business knowledge, including general sales and marketing strategy and best practices.
* Must demonstrate good interpersonal, professional, and strong communication skills to work effectively with a variety of division staff and cross-functional teams.
* Must be self-motivated, detail-oriented, able to work independently and quickly adapt to new conditions, assignments and deadlines.
* Subject to applicable laws, must be fully vaccinated against COVID-19 by start date under M.D.C. Holdings, Inc. vaccination mandate for all employees who will be working in the Corporate/Home Office at 4350 S. Monaco St. effective Nov. 1st, 2021.
Benefits & Perks!
While we value hard work, we also recognize the importance of having fun! Our employees enjoy a collaborative environment where they can freely bounce ideas off one another and participate in exciting teambuilding activities and outings, like trips to the ballpark, holiday celebrations, regular office socials and much more.
* Positive, collaborative team culture
* Competitive compensation structure
* Comprehensive benefits package includes: Medical, Dental, Vision, HSA/FSA accounts, 401K, Life Insurance, Short Term Disability, Long Term Disability, and EAP
* Time Off benefits include: Vacation, Sick, Holiday, Bereavement, Jury Duty, FMLA, and Military leave
* Discounted pet insurance
* Home purchase discounts & more!
* All benefits are subject to qualification and hire dates. Not all benefits apply to commissioned sales people.
Compensation
* Base Salary: $50,000 - $55,000
* FLSA Status: Exempt
* Bonus Type: Year-end Discretionary,
If you are ready for more than a job and seek a career with one of the most respected organizations in a top industry then we want to hear from you. Please also visit our website at www.richmondamerican.com for more information.
MDC Holdings, Inc. / Richmond American Homes is an Equal Opportunity Employer. #LI-DT1
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Updated March 14, 2024