Senior Sales Operations Specialist
HybridSan Jose, California, United States or San Jose, Provincia de San José, Republic of Costa Rica
Job Summary
Optimize sales processes and drive operational excellence through data analysis, reporting, and CRM administration. Partner with cross-functional stakeholders to improve productivity, maintain data integrity, and support territory and quota processes. Develop dashboards and scorecards for forecasting and pipeline health monitoring, while identifying opportunities for automation and AI-enabled efficiencies. Create sales resources, provide system training, and document workflows to enable the sales team. Assist in territory planning, account alignment, and coverage capacity decisions using advanced analytics.
Required Qualifications
- Bachelor's degree in Business Administration, Finance, Analytics, Information Systems, or related discipline
- 4–7 years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Analytics, or a related field
- Experience supporting CRM platforms such as Dynamics CE
- Demonstrated experience with dashboards, reporting, and business analytics
- Experience working with cross-functional business teams
- Advanced Excel skills
- CRM administration and reporting experience
- Experience with Power BI, Tableau, or similar reporting tools
- Data analysis and process documentation skills
Desired Qualifications
- Familiarity with automation and AI-enabled productivity tools preferred
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