Sales Operations Specialist – Multi-Industry

This is a fully remote position, open to applicants in Mexico, +5 more countries.

📋 Description

• Ensure the accuracy of CRM or job-management system data, including statuses, notes, and next steps.

• Consistently follow up on open opportunities according to a predefined schedule.

• Provide assistance with proposals, quotes, or job-related paperwork as required.

• Schedule and confirm calls, appointments, or site visits.

• Promptly escalate stalled deals or discrepancies in figures.

• Maintain accurate and transparent sales pipeline information.

⛳️ Requirements

• Minimum of 2 years of experience in inside sales, dispatch, service coordination, estimating support, or general sales/office operations.

• Proficient in using a CRM or job-management tool, such as Salesforce, HubSpot, Pipedrive, Zoho, ServiceTitan, Jobber, Housecall Pro, Buildertrend, or similar.

• Comfortable utilizing Excel or Google Sheets, including pivot tables.

• Proven experience managing 50+ follow-ups or 20+ quotes weekly, with an organized tracking method.

• Excellent written and spoken English skills.

• Dependable internet connection that maintains call quality.

• Strong punctuality and reliable follow-through.

• Experience with US-based clients or companies is advantageous, though not mandatory.

🏝️ Benefits

• A brief introductory video as part of the application process.

• A recruiter call that includes specific feedback if an interview is conducted.

• Short take-home exercises.

• Reference checks.

• Opportunity for a client interview if the client is ready.

• Clear communication regarding client/job status.

• Flexibility to pursue another job while awaiting a response and the option to resume the process later.