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Sales Operations Associate

Role overview

Qualifications

  • 2+ years of professional experience in Sales Operations, Revenue Operations, or related field
  • Hands-on experience administering Salesforce
  • Strong proficiency with Excel
  • Excellent attention to detail and commitment to data accuracy

Responsibilities

  • Provide day-to-day support for the sales organization and maintain CRM processes and functionality
  • Assist with sales forecasting, pipeline reporting, and KPI tracking
  • Build and maintain recurring reports and dashboards for sales and revenue leadership
  • Work closely with Marketing, Sales, Account Management, and Finance teams to align data and processes

Key facts

Other skills

  • Microsoft Excel
  • Detail Oriented
  • Analytical Skills
  • Problem Solving
  • Communication

About the company

Modernize logo

Modernize

Construction Technology (ConTech)

Here at Modernize, we’ve set out to create a fresh experience to connect contractors with homeowners looking to upgrade their home. Today we focus primarily on energy efficiency upgrades like solar panels, windows and roofing. Built on the strong foundation of Home Improvement Leads over the past 10 years, we work with the most professional contractors in the country, and touch millions of homeowners each year. The Modernize Team Our team is based right in the heart of downtown Austin, TX on Congress where we get to enjoy everything this wonderful city has to offer -- the amazing technology startup scene, SXSW, live music, fantastic restaurants, and best of all, the great people of Austin. We're looking for individuals who will thrive in our dynamic start-up environment. Those who enjoy using creativity to solve problems, and can work as part of a team, will thrive in our environment. It sounds cliché but at Modernize.com we work hard and play hard.

Company details

Company typeSME
IndustryConstruction Technology (ConTech)
Company size51 - 200

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Job description

Company Overview

At Modernize (a QuinStreet division) our mission is to simplify home improvement by inspiring motivated homeowners and connecting them with qualified contractors. Our foundation is based on 20 years as a driving force as Home Improvement Leads in online lead generation – connecting homeowners with high–quality contractors – in the $500 billion annually grossing home improvement market. We’re working hard on a new brand and new products to cater to homeowners and the most successful contractors in the industry.

We’re looking for sharp, motivated individuals to join our growing team. Teammates who enjoy using technology to solve problems will thrive in our dynamic startup environment. We have an open floor plan that encourages the entire team to participate in critical discussions and allows everyone to be a vital contributing factor. You’ll enjoy our hip, newly renovated office in the heart of downtown with a view of the capital and the downtown skyline.

Job Category

Modernize Home Services is seeking a motivated and detail-oriented Sales Operations Associate to join our Revenue Operations team. This is an excellent opportunity for an early-career professional who has hands-on experience administering Salesforce and is interested in building a career in Sales Operations, Revenue Operations, or Business Operations. 

In this role, you will support sales productivity, CRM administration, reporting, data integrity, and process optimization across our revenue organization. You'll work closely with Sales, Marketing, Account Management, and Leadership teams to ensure our systems, processes, and reporting support business growth. 

 

Responsibilities 

Salesforce Administration & CRM Management 

  • Assist the Salesforce administration team by providing day-to-day support for the sales organization and helping maintain CRM processes and functionality. 
  • Manage user setup, permissions, profiles, roles, and basic system configuration. 
  • Create and maintain reports, dashboards, fields, page layouts, validation rules, and workflows. 
  • Troubleshoot Salesforce issues and provide timely support to end users. 
  • Maintain CRM data quality through audits, cleanup initiatives, and governance processes. 

Sales Operations Support 

  • Assist with sales forecasting, pipeline reporting, and KPI tracking. 
  • Help document and improve sales processes and operational workflows. 
  • Partner with sales leadership to identify opportunities to improve efficiency and effectiveness. 

Reporting & Analytics 

  • Build and maintain recurring reports and dashboards for sales and revenue leadership. 
  • Analyze sales performance metrics and provide actionable insights. 
  • Monitor data quality and reporting accuracy across key systems. 
  • Support ad hoc analysis and operational projects as needed. 

Cross-Functional Collaboration 

  • Work closely with Marketing, Sales, Account Management, and Finance teams to align data and processes. 
  • Assist with system integrations, process improvements, and technology initiatives. 
  • Participate in operational projects that support company growth and scalability. 

Requirements

  • 2+ years of professional experience in Sales Operations, Revenue Operations, Business Operations, CRM Administration, or related field. 
  • Hands-on experience administering Salesforce (certification not required). 
  • Strong proficiency with Excel. 
  • Excellent attention to detail and commitment to data accuracy. 
  • Strong analytical and problem-solving skills. 
  • Effective written and verbal communication skills. 
  • Ability to manage multiple priorities in a fast-paced environment. 

Preferred 

  • Salesforce Administrator Certification (nice to have, not required). 
  • Experience creating Salesforce reports and dashboards. 
  • Experience using Tableau to analyze dashboards and reports. 
  • Familiarity with sales processes, lead management, and pipeline reporting. 
  • Experience with revenue technology tools such as Outreach, Attention, RevenueHero, or similar platforms. 
  • Experience working in a SaaS, marketplace, lead-generation, or digital marketing environment. 

What Makes You Successful 

  • You enjoy solving problems and improving processes. 
  • You are highly organized and detail oriented. 
  • You are curious about data and business performance. 
  • You take ownership and proactively identify opportunities for improvement. 
  • You enjoy collaborating across teams and supporting business growth. 

 

The expected salary range for this position is $60,000 USD to $75,000 USD annually. This salary range is an estimate, and the actual salary may vary based on the Company’s compensation practices. The salary may be adjusted based on applicant's geographic location. The position is also eligible to receive performance bonus or commission and equity in the form of restricted stock units. This position is eligible to participate in the Company’s standard employee benefits programs, which currently include health care benefits; (2) retirement benefits; (3) the amount of paid days off (paid sick leave, parental leave, paid time off, or vacation benefits); (4) any other tax-reportable benefits.
 
#LI-REMOTE
 

 

Modernize (a QuinStreet division) is an equal opportunity employer. We do not discriminate based on race, color, religion, national origin, pregnancy status, sex, age, marital status, disability, sexual orientation, gender identity, or any other characteristics protected by law.

Please see QuinStreet’s Employee Privacy Notice here.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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