Sales Operations Support Specialist
Activ8 Recruitment & Solutions
///W2 Contract Onsite Position in Plano TX///
An International IT Solutions & Service company is seeking a Sales Operations Specialist who support Sales/Account Managers in excuting and managing projects by maintaining data and coordinating various departments and operational processes. This role requires exceptional organizational skills, unwavering attention to detail, strong skills in Excel and VBA.
Main Responsibilities;
1. Sales/Busines Operational Support & Data Tracking
- Monitor and coordinate headcount, resource allocation, and project-related operational data
- Maintain and update operational data based on stakeholder inputs
- Ensure data accuracy, consistency, and visibility across teams
- Provide day-to-day operational support to Account Managers
2. Cross Functional Coordination
- Coordinate with Account Managers on communication with clients and internal teams
- Collect and consolidate information from internal teams and external partners
- •Support follow-ups and ensure alignment across departments and teams while Account Managers maintain overall ownership
3. Sales & Project Execution Support
- Support contract administration, including updates, revisions, and documentation management
- Assist with financial reporting, tracking, and data preparation
- Coordinate project-related requests, tasks, and deliverables
- Ensure data consistency and accuracy across multiple systems and platforms
4. Process Improvement & Tool Support
- Identify inefficiencies in manual processes
- Support workflow and template improvements
- Assist in tool usage or simple system enhancements
- Contribute to digitization of operational processes
5. Other related tasks
Requirements
- Bachelor’s degree or equivalent experience
- 2 years of experience in business operations, sales support, project coordination, or administrative support roles
- Strong Proficiency in Microsoft Excel (data tracking and basic analysis, pivot tables, VLOOKUP/XLOOKUP, etc.) and VBA
- professional experience with Microsoft Teams, SharePoint, or similar tools
- Ability to coordinate effectively with cross-functional teams and external partners
- Experience supporting contract administration, operational reporting, or financial tracking is a plus
- Exposure to CRM systems or operational data management tools preferred
- Interest in process improvement, workflow optimization, and operational efficiency
- Proactive, reliable, and team-oriented mindset with a willingness to learn and adapt in a fast-paced environment
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