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