Sales Operations Specialist

This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.

Our client is a leading advisory firm specializing in mergers, acquisitions, and business consulting for small and mid-sized companies. They help organizations achieve strategic goals through comprehensive business solutions, providing expert guidance to navigate complex financial transactions and operational challenges with precision and clarity.

LOCATION

Fully Remote (Work from Home) | Part-Time | 9 AM – 1 PM EST

ROLE OVERVIEW

The Sales Operations Specialist will support the sales team by managing CRM records, overseeing data cleanup initiatives, handling sales reporting, and executing various sales enablement tasks. This role also includes administrative responsibilities related to HR and recruitment.

The ideal candidate is proactive, detail-oriented, and comfortable working cross-functionally in a dynamic, fast-paced environment. This position requires someone eager to grow into a more senior role, ideally with a background in business or finance and a strong desire to expand their knowledge in that area.

KEY RESPONSIBILITIES

CRM MANAGEMENT & CLEANUP

- Ensure CRM records are accurate, up-to-date, and well-organized to support the sales team.

- Execute one-off data cleaning projects to maintain data integrity.

- Set up new clients in the CRM as needed.

- Review internal buy-side deal filters weekly.

- Enrich target records with relevant industry details, company information, and key contacts.

SALES ENABLEMENT SUPPORT

- Provide relevant lead information to the sales team.

- Prepare materials for sales calls, meetings, and pitches.

- Create and manage custom sales reports.

- Track key performance metrics and ensure the team has timely, accurate data for decision-making.

CLIENT DEVELOPMENT SUPPORT
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