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Sales Operations Associate job description

A Sales Operations Associate is a professional focused on optimizing sales processes and resources, managing CRM systems, and analyzing sales data to support strategic sales initiatives and improve overall sales efficiency.

Alexandros Pantelakis
Alexandros Pantelakis

HR content specialist at Workable, delivering in-depth, data-driven articles to offer insights into industry and tech trends.

Use this Sales Operations Associate job description template to advertise open roles for your company. Be sure to modify requirements and duties based on the unique needs of the role you’re hiring for.

What is a Sales Operations Associate?

A Sales Operations Associate is a key member of the sales team, dedicated to streamlining sales processes, managing the sales CRM system, and providing analytical support to enhance sales performance. They play a crucial role in ensuring the sales team has the tools and data needed to achieve their goals efficiently.

What does a Sales Operations Associate do?

A Sales Operations Associate works behind the scenes to support the sales team’s success. They manage and optimize the CRM system, create reports and dashboards for sales tracking, ensure data accuracy within the CRM, and assist with sales strategy implementation.

Their work involves a mix of technical, analytical, and communication skills to improve sales operations and contribute to the company’s growth.

Sales Operations Associate responsibilities include:

  • Enhancing and supporting the CRM system, particularly
  • Developing reports and dashboards for sales analysis
  • Monitoring and cleansing CRM data to maintain data integrity
  • Supporting the sales team with regular and ad hoc reporting

Job brief

We’re seeking a Sales Operations Associate to join our Revenue Operations team. In this role, you’ll be instrumental in optimizing our sales processes and CRM system, particularly You’ll develop insightful reports and dashboards, ensure data integrity, and provide analytical support to our sales team.

If you have a knack for data management, a passion for efficiency, and a desire to contribute to sales excellence, we’d love to have you on our team.


  • Support and enhance the current CRM implementation, focusing on
  • Participate in CRM improvement projects to streamline sales processes
  • Develop and maintain reports and dashboards for sales analysis
  • Monitor and cleanse CRM data to ensure accuracy and integrity
  • Create, maintain, and present regular reports to support the sales team
  • Respond to ad hoc requests from the sales function

Requirements and skills

  • Working knowledge of sales tools and CRM software
  • Experience in managing large volumes of data, including migration, cleansing, and import/export
  • Proficiency in Microsoft Excel for building models and analyzing data
  • Exceptional written and verbal communication skills in English
  • Strong analytical skills and attention to detail
  • Process-oriented mindset with a passion for efficiency
  • Ability to work cross-functionally and internationally
  • Salesforce experience and/or certification preferred
  • Knowledge of SQL is a bonus

Frequently asked questions

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