Sales Operations Specialist

Crestfield Talent is seeking a detail-oriented
Sales Operations Specialist to support CRM accuracy, pipeline activity, sales reporting, and day-to-day coordination across the sales team. This hybrid role is a good fit for someone who is organized, comfortable working with sales systems and spreadsheets, and able to keep processes, data, and follow-up activity accurate.

Responsibilities
Maintain accurate customer and opportunity records in CRM systems
Support pipeline tracking and sales activity reporting
Prepare routine sales reports and internal updates
Track open tasks, deadlines, and follow-up items
Coordinate with sales representatives on account and opportunity information
Help maintain sales process documentation and internal resources
Support meeting preparation and account review activity
Assist with improving consistency across sales workflows
Qualifications
Strong organizational and analytical skills
Comfortable using CRM systems and spreadsheets
Good attention to detail
Able to manage multiple priorities and deadlines
Strong written and verbal communication skills
Previous sales operations, account support, or business operations experience is preferred
Skills
Sales Operations • CRM • Pipeline Management • Sales Reporting • Microsoft Excel • Google Sheets • Account Support • Data Management • Process Coordination • Business Communication • Organization • Time Management
Position Highlights
Hybrid work arrangement
Full-time schedule
Professional sales environment
Cross-functional sales experience
Opportunities for professional growth