What would you do?
The Sales Operations Specialist manages reporting, dashboards, analytics, and execution support to improve sales visibility and decision-making. The role focuses on Power BI reporting, pipeline insights, CRM data quality, and process automation.
What are we looking for?
Strong experience in Power BI, dashboard development, automation, data modeling, data cleansing, and sales analytics. Experience with MS Dynamics, Outreach, ZoomInfo, LinkedIn Sales Navigator, or Bullhorn is preferred. A continuous improvement and AI-enabled reporting mindset is a plus.
Education & Skills
Any graduation. MS Office and Power BI skills are required. Strong communication, stakeholder management, collaboration, adaptability, negotiation, process orientation, and quick-learning abilities are preferred.
Roles & Responsibilities
Maintain scalable data models, datasets, Power BI dashboards, KPIs, and automated sales reports. Analyze pipeline health, sales activity, conversion trends, and performance metrics to support forecasting and leadership decisions.
Support reporting requests within defined SLAs, automate manual reporting processes, and improve reporting efficiency. Assist with CRM data cleanup, de-duplication, validation, account stewardship, and pipeline hygiene in MS Dynamics.
Monitor data quality issues, stale opportunities, unconverted leads, and account tagging. Collaborate with stakeholders, support evolving business needs, and ensure CRM best practices are followed.
Key KPIs
Reporting accuracy and SLA adherence, dashboard adoption, pipeline visibility, leadership satisfaction, reporting automation, turnaround time, dashboards/datasets automated, reporting volume handled, and CRM data cleanup & hygiene.
