Sales Operations Specialist

Responsibilities

• CRM Data Management & Bulk Processing:
• Execute list uploads and bulk data imports in accordance with approved governance standards
• Perform standardized data entry and record updates using defined naming conventions and field definitions
• Maintain strict adherence to data dictionaries and required field structures
• Ensure documentation of uploads and updates for audit and tracking purposes
• Data Quality & Deduplication:
• Conduct routine deduplication processes using established matching criteria
• Identify and escalate complex data integrity issues to the Sales Operations Supervisor
• Maintain data hygiene standards to ensure accurate pipeline, account, and contact reporting
• Support ongoing cleanup initiatives aligned to governance priorities
• Structured Data Enrichment:
• Execute enrichment workflows using approved third-party tools and structured intake processes
• Follow defined enrichment playbooks to maintain consistency in account, contact, and opportunity records
• Ensure enrichment updates align with standardized field definitions and taxonomy
• Governance & Playbook Execution:
• Conduct governance reviews using standardized checklists and review playbooks
• Validate required fields, stage progression criteria, and account/opportunity completeness
• Support conflict checks, stage-gate validations, and other operational compliance processes as defined
• Escalate deviations from standards to the Sales Operations Supervisor
• Operational Reporting Support:
• Generate recurring operational reports aligned to Sales Operations metrics
• Validate data accuracy prior to report distribution
• Support dashboard maintenance by ensuring underlying data consistency
• Track adherence to governance standards and provide summary insights to supervisor

Requirements

• 2+ years experience in CRM administration, data operations, or sales operations support
• Experience working with structured data governance processes
• Proficiency in CRM systems (e.g., Salesforce or equivalent)
• Strong attention to detail and process discipline
• Experience with bulk data tools and spreadsheet management
• Experience with data enrichment platforms
• Experience working within a defined data dictionary framework
• Knowledge and experience working in Microsoft Dynamics D365 is a plus
• Exceptional organizational and time management skills as well as a keen eye for detail, and the ability to spot errors with accuracy and efficiency.