Sales Operation Specialist

This is a fully remote position, open to applicants in Ecuador.

📋 Description

• Ensure the maintenance and validation of CRM records, which include account details, contacts, territory assignments, and sales activities.

• Detect and investigate any missing, inaccurate, inconsistent, or duplicate data, implementing the necessary corrections.

• Create, maintain, and share both recurring and ad hoc sales reports and dashboards.

• Monitor revenue, activities, performance against targets, and customer trends; ensure reporting accuracy and explore any discrepancies.

• Offer routine CRM user support, including troubleshooting, guidance, training, and issue resolution.

• Record recurring issues and collaborate on technical escalations and system enhancements with Sales Operations Management.

• Assist with updates to sales territories, account assignments, and onboarding of the sales team.

• Compile and verify sales data for incentive compensation, coordinating any discrepancies with Sales leadership and Finance.

• Aid in sales forecasting and business reviews by analyzing sales performance data and preparing relevant reports and presentation materials.

• Work in collaboration with Sales, Marketing, Finance, and Customer Experience to address account, data, and reporting challenges.

• Support the implementation of sales tools, system upgrades, and process enhancements.

• Create user guides and standard operating procedures, pinpoint efficiency improvements, and assist with testing and user adoption.

• Manage customer and business information with confidentiality, adhering to data privacy and security protocols.

• Undertake additional sales operations projects and administrative tasks as assigned.

⛳️ Requirements

• An associate or bachelor’s degree in business, marketing, analytics, or a related field, or equivalent relevant experience.

• One to three years of experience in sales operations, sales support, CRM administration, reporting, or a similar role.

• Strong expertise in Microsoft Excel, including proficiency with pivot tables, lookup functions, data validation, and analyzing large datasets.

• Capability to reconcile information from various sources, identify inconsistencies, and present findings clearly and accurately.

• Familiarity with CRM systems and the ability to quickly learn new sales tools and reporting platforms.

• Solid analytical skills, meticulous attention to detail, and a strong commitment to data accuracy.

• Ability to prioritize multiple requests, meet deadlines, and independently resolve routine issues.

• Excellent written and verbal communication skills with the ability to collaborate across different departments.

• Preferred: Experience with Salesforce (2+ years).

• Preferred: Background in the medical device, healthcare, or another regulated industry.

• Preferred: Experience with sales dashboards, incentive compensation support, and territory or account management.

• Preferred: Knowledge of direct-to-consumer business models, growing companies, or product launches.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and holiday policies.

• Opportunities for professional development and career advancement.

• Collaborative and inclusive work environment.