Sales Operations Specialist

As a Sales Operations Coordinator, you will play a critical role in supporting our Sales Directors and broader commercial teams by ensuring the accuracy, efficiency, and effectiveness of our Salesforce CRM processes. You’ll be the go-to expert for maintaining data integrity, generating and maintaining accurate quotes and opportunities, and streamlining contract workflows. This role requires a detail-oriented, collaborative individual with a strong customer service mindset and a proactive approach to problem-solving.

Key Responsibilities

Salesforce Support & Opportunity Management

Deliver exceptional customer service by assisting Sales Directors in creating and updating opportunities and quotes within Salesforce.

Generate quote forms for Worldpanel by Numerator as needed.

Communicate efficiently and effectively with the Sales Team ensuring you have deep understanding of the sale and its context to build appropriate quotes

Data Integrity & CRM Maintenance

Monitor and maintain data accuracy across key Salesforce objects.

Review exception reports to identify and resolve data inconsistencies across additional CRM entities.

Lead ad hoc data hygiene initiatives to ensure the CRM remains current and reliable.

Contracting & Approval Workflow

Collaborate with Sales Operations and cross-functional teams to manage the contracting lifecycle, including subscription renewals, amendments, and decommissions.

Reporting & Insights

Build and maintain Salesforce reports to deliver meaningful data and insights to   the Sales team.

Training & Enablement

Assist in the development and delivery of training materials to empower commercial teams in using Salesforce effectively.

Skills & Qualifications

Bachelor’s degree or equivalent professional experience.

1–2 years of experience in a corporate or business operations environment.

Proficiency in Microsoft Excel, including functions such as VLOOKUP, Pivot Tables, and Index / Match.

Strong organizational skills with the ability to manage multiple priorities simultaneously.

Exceptional attention to detail and commitment to data accuracy.

Proven ability to work collaboratively across teams and communicate effectively with stakeholders.

Demonstrated team-player with a proactive and solution-oriented mindset