Sales Operations Administrator

Sales Operations Administrator

The Sales Operations Administrator is the operational and administrative backbone of ATI Restoration's national sales organization. This role owns the day-to-day discipline of the sales platform -- ensuring that every meeting, contact, and opportunity our sellers generate is captured accurately in Salesforce, that leaders have reporting they can trust, and that sales credit and account assignment are administered consistently and independently of the individuals whose compensation they affect.

This is a hands-on, high-trust role. It combines advanced Salesforce administration and reporting capability with executive-level administrative support and a governance mandate. The Sales Operations Administrator partners closely with commercial enterprise Account Executives, Business Development Managers, and Sales Vice Presidents to remove administrative burden from the field, while serving as an accountability layer that protects the integrity of ATI's sales data, credit decisions, and incentive outcomes.

Salesforce Activity Capture & CRM Hygiene

• Configure, monitor, and troubleshoot calendar and email integration between Gmail/Google Workspace and Salesforce so that meetings, calls, and correspondence are automatically captured as logged activities.
• Partner day to day with commercial enterprise Account Executives to ensure their book of business is fully and accurately reflected in Salesforce -- accounts, contacts, opportunities, activity history, and next steps.
• Audit CRM data for completeness and accuracy; identify gaps in activity logging and work directly with sellers and their leaders to close them.
• Onboard new national sales team members onto the platform, including access, integration setup, and working-rhythm training.
• Serve as first-line support for sales-team Salesforce questions, escalating configuration and development needs to the internal Salesforce/DevOps team.

Reporting, Dashboards & Sales Insight

• Operate as a Salesforce reports and dashboards power user -- build, maintain, and refine reports that show activity volume, pipeline coverage, conversion, and sales-cycle length.
• Own day-to-day management of sales dashboards built in partnership with the Salesforce/DevOps team; ensure they remain accurate, current, and actually used by the field.
• Produce recurring reporting packages for the Chief Revenue Officer and Sales Vice Presidents on cadence, and ad hoc analysis on request.
• Surface trends and outliers proactively -- sellers with thin activity, stalled opportunities, accounts with no recent contact -- so leaders can coach from data rather than anecdote.

Sales Credit & Assignment Governance

• Administer account and contact assignment for the national sales organization as a neutral party, applying documented assignment rules consistently.
• Review and adjudicate sales credit requests against ATI's published Sales Credit Guidelines, documenting the rationale for each decision.
• Maintain an auditable record of assignment changes, credit decisions, and exceptions; report volume, approval rates, and exception patterns to leadership on a defined cadence.
• Escalate contested or precedent-setting credit matters through the defined exception path rather than resolving them informally.
• Uphold the separation between sales credit administration and sales performance management -- credit decisions are made against guidelines, not relationships.

Executive & Sales Leadership Support

• Provide high-level administrative support to the Chief Revenue Officer, including calendar management, meeting preparation, materials, follow-up tracking, and expense administration.
• Absorb recurring administrative and reporting work currently carried by Sales Vice Presidents so that leadership time shifts to coaching, customer relationships, and pipeline development.
• Coordinate national sales meeting logistics, agendas, pre-reads, and action-item tracking.
• Handle confidential and sensitive information -- compensation, credit disputes, personnel matters -- with discretion and sound judgment.

Continuous Improvement

• Use activity and pipeline data to identify practical ways to increase contact volume, improve consistency of business development activity, and shorten sales cycles.
• Document and standardize sales operating procedures, working with the Sales Enablement and People Teams to embed them in training and onboarding.
• Recommend process and system enhancements to the Chief Revenue Officer and Salesforce/DevOps team based on what is actually breaking down in the field.

Required Qualifications

• Active Salesforce Administrator certification (ADM-201) or equivalent demonstrated administrator-level proficiency.
• Three or more years of experience in sales operations, sales administration, or executive administrative support to a sales organization.
• Demonstrated power-user capability with Salesforce reports, dashboards, list views, and data management tools (Data Loader, import wizards, or equivalent).
• Hands-on experience with Gmail/Google Workspace and calendar integration to Salesforce, including activity capture configuration and troubleshooting.
• Proven ability to work directly with quota-carrying sellers and senior sales leaders -- influencing behavior and holding a line without formal authority.
• Exceptional attention to detail, documentation discipline, and follow-through.
• Advanced proficiency in Microsoft Excel and Google Sheets.

Preferred Qualifications

• Experience administering sales credit, territory, or commission-adjacent processes in a multi-site or multi-brand organization.
• Additional Salesforce credentials (Advanced Administrator, Sales Cloud Consultant, or Business Analyst).
• Background in property restoration, construction, insurance, or another field-based services industry.
• Experience supporting a C-suite executive in a fast-growth or private-equity-backed environment.

Core Competencies

• Integrity and Independence -- Consistently applies rules and guidelines regardless of who is asking or what the outcome means for them.
• Precision -- Treats data accuracy as the product, not the paperwork; nothing falls through.
• Anticipation -- Anticipates what leaders and sellers will need before being asked.
• Influence Without Authority -- Communicates clearly and respectfully with sellers who would rather not update the CRM -- and gets it updated anyway.
• Continuous Improvement -- Fixes the process, not just the record.

What Success Looks Like

First 90 Days

• Gmail and calendar integration is verified and functioning for every member of the national sales team, with activity capture rates measured and reported.
• A current-state audit of CRM data quality is complete, with a prioritized remediation plan.
• Sales credit request intake, review, and documentation is operating under the published Sales Credit Guidelines with a full audit trail.
• Core leadership dashboards are validated, documented, and in active use.

First Year

• Activity capture is consistent and trusted enough that pipeline and sales-cycle reporting drives leadership decisions.
• Sales Vice Presidents report measurably less time spent on administrative and reporting tasks.
• Sales credit decisions are consistent, documented, defensible, and free of conflict of interest.
• Measurable improvement in contact volume, business development consistency, and average sales cycle length.

Physical Requirements & Work Environment

Primarily office-based or hybrid work with extended periods of computer use. Occasional travel for national sales meetings and team events. Reasonable accommodations will be made in accordance with applicable law.