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Operations Specialist

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Remote

Operations Specialist

Prezent AI

Operations Specialist

Skills

LookerTableauData VisualizationSales OpsData AnalysisAIZapierCRMSales StrategySalesforce

2 months ago

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Important information


Contract type:

Permanent

Location:

India

Work mode:

Remote

Published on:

31 August 2026

What they need


Job Location: 100% remote (India based candidates only)

Employee Location: India

Role: Operations Specialist

Shift Timings: Overlap with IST (India) and PST (North America) timezones

Role Overview

We're hiring an Operations Specialist to be a generalist backbone for our revenue organization. You'll spot friction in our processes, tools, and integrations; build the reporting and dashboards that keep sales leadership and reps informed; and act as a first line of support connecting Sales, Enablement, and Marketing. This role suits someone equally comfortable working inside Salesforce, digging into a dataset, and sitting in a room with sales leadership - someone who can prioritize ruthlessly and ship accurate work on tight timelines.

Requirements

Process, Automation & AI

  • Identify gaps in processes, integrations, and automations; use AI to improve functionality and effectiveness across the revenue org.
  • Contribute to ad hoc business projects, including integrating new products and business lines into existing operating rhythms.

Reporting & Analytics

  • Create and implement reporting and dashboards within our tools for the revenue organization, focused on efficiency, effectiveness, and productivity.
  • Collaborate with Sales Strategy and Sales Data Analytics to keep reporting and metrics aligned across teams.
  • Support data analysis for sales compensation payouts.

Systems & Salesforce

  • Build basic Salesforce reports and dashboards, and connect workflows to Zapier for automation.
  • Partner with our Salesforce developer on data hygiene and data integration for new processes and new business motions.

Knowledge & Enablement

  • Document processes and build a knowledge repository for first-tier sales support.
  • Train sales teams on how to effectively use sales tools and processes.

Cross-Functional Collaboration

  • Partner with Enablement, Sales, CSMs and Marketing to ensure alignment and support for operations.
  • Contribute to the development of sales strategies and tactics based on data insights and market trends.

Prioritization & Execution

  • Prioritize competing tasks and deliver accurate output in a timely manner across multiple concurrent projects.

Must-Have Qualifications

  • Technical Proficiency: Strong understanding of CRM systems (Salesforce), sales engagement platforms, and other sales technologies.
  • **Salesforce & Automation:**Comfortable creating basic Salesforce reports and dashboards, and connecting them to Zapier or similar automation tools.
  • **Analytical Skills:**able to analyze data - including compensation/payout data - identify trends, and develop insights.
  • Communication Skills: able to communicate effectively with sales teams, leadership, and other stakeholders.
  • **Problem-Solving Skills:**able to identify and solve problems related to sales processes and technology.
  • Project Management Skills: able to manage multiple projects and priorities simultaneously and deliver accurate output on time.
  • Exposure tointegrating acquisitions or new business lines into existing sales operations and prior experience supporting sales compensation processes preferred.
  • Familiarity withdata visualization tools (e.g., Tableau, Looker) and using AI tools to automate or improve operational workflows.

Benefits

  • ESOPs: You’ll be eligible for Employee Stock options.
  • Comprehensive Benefits: Flexible, top-tier benefits package in line with India  market standards.
  • Remote Work Culture: Fully remote with best-in-class collaboration tools (Salesforce, Gong, Apollo, etc.).
  • Professional Growth: Thrive in a fast-paced environment that encourages innovation, continuous learning, and career progression.

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