Sales Operations Specialist

Position Summary 
The Sales Operations Specialist supports the operational processes and systems that enable the Sales team to operate effectively. This role supports CRM maintenance and ongoing improvements, RFP/RFI/RFQ coordination, contract activities, and lead and pipeline workflows, ensuring work follows internal processes and company standards. Partnering with sales leadership and cross-functional teams, the Specialist delivers accurate data and on-time insights that improve forecasting and deal execution. The role uses AI, automation, and data intelligence to reduce manual work and support improved sales 
performance and forecasting accuracy. 

Essential Duties & Responsibilities 

• Sales & CRM Support 
  • Maintain accurate and up-to-date CRM records and support data quality standards 
  • Assist with sales dashboards, reports, and basic pipeline tracking 
  • Assist in identifying data trends and inconsistencies to support sales decision-making 
• Lead Management 
  • Support inbound and outbound lead workflows, including qualification and routing 
  • Assist with lead generation and prospecting initiatives 
  • Track lead activity and conversion metrics to support sales follow-up and process improvements 
• Proposal & Documentation Support 
  • Assist with the preparation and coordination of RFP, RFI, and RFQ responses 
  • Gather required information from internal teams and organize proposal materials 
  • Maintain standard proposal content and documentation 
  • Track proposal timelines and ensure on-time completion of submissions 
• Sales Operations 
  • Support contract tracking, documentation, and renewal reminders in coordination with internal stakeholders 
  • Assist with sales reporting, activity tracking, and process documentation 
  • Contribute to improving efficiency through standardized sales processes, documentation, and tools