Sales Operations Specialist

Responsibilities

• CRM Data Management & Bulk Processing:

• Execute list uploads and bulk data imports in accordance with approved governance standards

• Perform standardized data entry and record updates using defined naming conventions and field definitions

• Maintain strict adherence to data dictionaries and required field structures

• Ensure documentation of uploads and updates for audit and tracking purposes

• Data Quality & Deduplication:

• Conduct routine deduplication processes using established matching criteria

• Identify and escalate complex data integrity issues to the Sales Operations Supervisor

• Maintain data hygiene standards to ensure accurate pipeline, account, and contact reporting

• Support ongoing cleanup initiatives aligned to governance priorities

• Structured Data Enrichment:

• Execute enrichment workflows using approved third-party tools and structured intake processes

• Follow defined enrichment playbooks to maintain consistency in account, contact, and opportunity records

• Ensure enrichment updates align with standardized field definitions and taxonomy

• Governance & Playbook Execution:

• Conduct governance reviews using standardized checklists and review playbooks

• Validate required fields, stage progression criteria, and account/opportunity completeness

• Support conflict checks, stage-gate validations, and other operational compliance processes as defined

• Escalate deviations from standards to the Sales Operations Supervisor

• Operational Reporting Support:

• Generate recurring operational reports aligned to Sales Operations metrics

• Validate data accuracy prior to report distribution

• Support dashboard maintenance by ensuring underlying data consistency

• Track adherence to governance standards and provide summary insights to supervisor

Requirements

• 2+ years’ experience in CRM administration, data operations, or sales operations support

• Experience working with structured data governance processes

• Proficiency in CRM systems (e.g., Salesforce or equivalent)

• Strong attention to detail and process discipline

• Experience with bulk data tools and spreadsheet management

• Experience with data enrichment platforms

• Experience working within a defined data dictionary framework

• Knowledge and experience working in Microsoft Dynamics D365 is a plus

• Exceptional organizational and time management skills as well as a keen eye for detail, and the ability to spot errors with accuracy and efficiency.