Sales Operations Associate

BA/BS degree required
1–3 years of experience; familiarity with Sales Operations, Revenue Operations, Sales Enablement, or internal support roles is a plus
Exceptional communication skills; professionalism and tact when pushing back on lower priority or out-of-scope items
Ability to work in a fast paced working environment
Strong problem-solving instincts and a self-starter attitude
Ability to manage and prioritize multiple requests at once
Eagerness to learn complex systems and concepts quickly
Collaborative, team-oriented mindset with excellent attention to detail

Serve as the first point of contact for inbound requests (“cases”) from Sales and Customer Success
Investigate requests that range from user questions to data discrepancies, system bugs, or quote creation challenges
Use strong analytical and critical thinking skills to determine root causes, distinguish user errors from system issues, and identify when requests should be escalated
Balance multiple cases at once and determine how to prioritize effectively
Learn and maintain deep knowledge of our Salesforce environment, quoting flows, pricing models, contract structure, and product offerings to ensure accurate case resolution
Host regular virtual “office hours” to support the revenue team, requiring clear and confident verbal communication
Help maintain high data quality standards across Salesforce and support with the creation and distribution of reports and dashboards
Contribute to process documentation, support training efforts, and help ensure that the sales team understands and follows established workflows

Familiarity with Sales Operations, Revenue Operations, Sales Enablement, or internal support roles is a plus
Salesforce (CPQ a plus!)