Sales Operations Administrator

Job Title

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• Regularly audit CRM data and work with Regional Sales Managers (RSMs) to correct incomplete, outdated, or inaccurate information.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.