Sales Operations Associate

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

📋 Description

• Develop and manage Salesforce reports and dashboards for pipeline, forecasting, bookings, and representative activities.

• Generate weekly forecasts and commitment reports while identifying data gaps or hygiene concerns.

• Ensure CRM data integrity by adjusting opportunity stages, close dates, and essential fields in collaboration with sales representatives.

• Conduct data analysis for ad hoc requests from sales leadership, finance, and executive teams.

• Prepare data related to territory assignments, account allocations, and quotas for strategic planning.

• Assist in the administration of Salesforce, Gong, Salesloft, and ZoomInfo, which includes user provisioning, license management, permissions, and basic configuration.

• Oversee integrations and data flows between various sales systems.

• Address user issues and escalate them to vendors or engineering teams as necessary.

• Document processes, field definitions, and create how-to guides.

• Lead sales operations projects from requirement gathering and timeline setting through to delivery.

• Facilitate the rollout of new tools, processes, and systems by conducting testing, training, and change communication.

• Provide updates on project status and monitor post-launch adoption and feedback.

• Onboard new sales hires regarding the technology stack and core sales processes.

• Develop enablement materials, including tool guides, playbooks, video walkthroughs, and FAQs.

• Conduct live and recorded training sessions.

• Coordinate the monthly sales enablement series in collaboration with Product and Marketing teams.

• Utilize Gong to identify coaching themes and provide call examples.

• Monitor tool adoption and track the completion of training initiatives.

⛳️ Requirements

• 1 to 3 years of experience in sales operations, revenue operations, business operations, or a similar analytical role, preferably in a B2B SaaS environment.

• Practical experience with Salesforce, including the creation of reports and dashboards as well as handling opportunity, account, and contact data.

• Proficient in Excel or Google Sheets, particularly with pivot tables, lookups, and data cleansing techniques.

• Demonstrated ability to manage multiple projects and deadlines while maintaining attention to detail.

• Excellent written and verbal communication skills; comfortable engaging with both representatives and senior leadership.

• Self-motivated individual who asks insightful questions and follows through on tasks.

• Salesforce Administrator certification, or actively pursuing it, is desirable but not mandatory.

• Familiarity with Gong, Salesloft, and ZoomInfo or similar conversation intelligence, sales engagement, and data enrichment tools is preferred but not required.

• Experience in creating training materials or enablement content using Confluence, Loom, an LMS, or similar platforms is valued but not required.

🏝️ Benefits

• Monthly Recharge Day

• Holiday Exchange Program

• Best Self Benefit Program

• Medical Insurance

• Work from Anywhere for up to 90 days

• Direct collaboration with sales leadership, finance, and the executive team

• Clear progression towards full administrative ownership of the sales technology stack