Sales Operations Specialist

As a Sales Operations Coordinator, you will play a critical role in supporting our Sales Directors and broader commercial teams by ensuring the accuracy, efficiency, and effectiveness of our Salesforce CRM processes. You’ll be the go-to expert for maintaining data integrity, generating and maintaining accurate quotes and opportunities, and streamlining contract workflows. This role requires a detail-oriented, collaborative individual with a strong customer service mindset and a proactive approach to problem-solving.

Key Responsibilities

• Salesforce Support & Opportunity Management

  • Deliver exceptional customer service by assisting Sales Directors in creating and updating opportunities and quotes within Salesforce.

  • Generate quote forms for Worldpanel by Numerator as needed.

  • Communicate efficiently and effectively with the Sales Team ensuring you have deep understanding of the sale and its context to build appropriate quotes

• Data Integrity & CRM Maintenance

  • Monitor and maintain data accuracy across key Salesforce objects.

  • Review exception reports to identify and resolve data inconsistencies across additional CRM entities.

  • Lead ad hoc data hygiene initiatives to ensure the CRM remains current and reliable.

• Contracting & Approval Workflow

  • Collaborate with Sales Operations and cross-functional teams to manage the contracting lifecycle, including subscription renewals, amendments, and decommissions.

• Reporting & Insights

  • Build and maintain Salesforce reports to deliver meaningful data and insights to the Sales team.

• Training & Enablement

  • Assist in the development and delivery of training materials to empower commercial teams in using Salesforce effectively.