Sales Operations Specialist
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Key skills for this role
About the Role
DirectFN is seeking a Sales Operations Specialist to enable the sales organization by optimizing processes, managing CRM systems, analyzing data, and providing insights that drive revenue growth.
Key Skills for This Role
Responsibilities
- Design, implement, and continuously improve sales processes to enhance team efficiency
- Own and maintain the CRM system, ensuring data integrity and adoption across the sales team
- Analyze sales data to identify trends, forecast revenue, and provide insights to sales leadership
- Prepare regular sales performance reports, pipeline reviews, and KPI dashboards
- Support the design and administration of territory assignments and sales quota planning
- Collaborate with marketing and product teams to develop sales collateral, playbooks, and training materials
- Administer and track sales incentive compensation plans
- Act as a liaison between sales and other departments to ensure alignment on goals and processes
Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field preferred
- 3+ years of experience in sales operations, business operations, or a related analytical role, preferably in fintech or SaaS
- Strong ability to analyze complex data sets and translate findings into actionable recommendations
- Hands on experience with CRM platforms (Salesforce preferred) including administration, reporting, and workflow automation
- Excellent verbal and written communication skills
- High level of accuracy in data management, reporting, and process documentation
Full Job Posting
Job Summary
- As a Sales Operations Specialist at DirectFN, you will play a critical role in enabling the sales organization to operate efficiently and effectively. You will be responsible for optimizing sales processes, managing CRM systems, analyzing sales data, and providing actionable insights that drive reve
Key Responsibilities
- Design, implement, and continuously improve sales processes to enhance team efficiency and reduce friction in the sales cycle.
- Own and maintain the CRM system (e.g., Salesforce), ensuring data integrity, proper usage, and adoption across the sales team.
- Analyze sales data to identify trends, forecast revenue, and provide insights to sales leadership for strategic decision making.
- Prepare regular sales performance reports, pipeline reviews, and KPI dashboards for stakeholders at all levels.
- Support the design and administration of territory assignments and sales quota planning in alignment with business objectives.
- Collaborate with marketing and product teams to develop and maintain sales collateral, playbooks, and training materials.
- Administer and track sales incentive compensation plans, ensuring accuracy and timely communication to the sales team.
- Act as a liaison between the sales team and other departments including Marketing, Finance, and Product to ensure alignment on goals and processes.
Qualifications & Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field preferred.
- 3+ years of experience in sales operations, business operations, or a related analytical role, preferably in the fintech or SaaS industry.
- Strong ability to analyze complex data sets, identify patterns, and translate findings into clear, actionable recommendations.
- Hands on experience with CRM platforms (Salesforce preferred) including administration, reporting, and workflow automation.
- Excellent verbal and written communication skills with the ability to present data and insights clearly to both technical and non technical audiences.
- High level of accuracy in data management, reporting, and process documentation.
Preferred Skills
- Prior exposure to financial technology, capital markets, or enterprise software sales environments.
- Familiarity with BI and reporting tools such as Tableau, Power BI, or similar platforms.
- Experience managing cross functional projects and driving process improvement initiatives from concept to completion.
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