Sales Operations Administrator

Job Description

Job Description

THE IDEAL CANDIDATE WILL:

• Love to get their hands dirty, be known as a “gearhead”,
• Be able to prioritize and complete tasks to meet assigned deadlines,
• Be a self-starter, able to complete tasks using their knowledge and skill,
• Interact with others in a positive manner, understand others objectively, connect with others on a personal level, and persuade others to a given point of view
• Manage Chaos: establish a process for activities that lead to the implementation of systems, procedures or outcomes; identify long range goals and design plans to attain them; understand the needs of a situation and establish effective action plans; evaluate future implications of current decisions and actions.

THE SALES OPERATIONS ADMINISTRATOR WILL:

• Maintain the accuracy and integrity of customer, prospect, opportunity, activity, and forecast information within HubSpot CRM.
• Regularly audit CRM data and work with Regional Sales Managers (RSMs) to correct incomplete, outdated, or inaccurate information.
• Review incoming sales inquiries, ensure they are properly documented, and route them to the appropriate RSM for follow-up.
• Extract, organize, and analyze data from multiple business systems using Microsoft Excel to generate actionable insights for RSMs, Sales Management, and leadership.
• Gather and organize sales metrics and KPI data for management meetings and business reviews.
• Assist with special projects and other duties as assigned by the Sales Manager.

REQUIRED QUALIFICATIONS

• Associate's degree in Business Administration, Marketing, Communications, or related field; equivalent experience preferred.
• 3+ years of experience in sales administration, sales support, business operations, customer service, marketing coordination, or related roles.
• Experience working with CRM systems (HubSpot Preferred) and business software applications.
• Advanced proficiency with Microsoft Excel, including formulas, filters, pivot tables, lookups, and working with large data sets.
• Experience preparing reports, tracking metrics, and managing multiple projects simultaneously.
• Strong analytical, organizational, problem-solving, and communication skills with exceptional attention to detail.

PREFERRED QUALIFICATIONS

• Experience in manufacturing, industrial equipment, automation, machinery, or capital equipment industries.
• Experience supporting remote sales teams, dealer networks, or distributors.
• Experience coordinating trade shows, training events, or customer-facing programs.
• Familiarity with AI productivity tools such as ChatGPT or Microsoft Copilot to improve efficiency, organization, communication, and data analysis.
• Demonstrated ability to identify process improvements and implement more efficient business practices.