Sales Operations Specialist

Sales Operations Specialist

We are a fast-growing software company providing cutting-edge solutions to community banks, credit unions and fintechs, etc. We are passionate about delivering innovative technology and exceptional customer experiences. We are seeking a dynamic Sales Operations Specialist to help optimize our sales processes, drive efficiency, and support our high-performing sales team.

The Sales Operations Specialist is responsible for supporting the sales team by optimizing tools, processes, and data management to drive sales efficiency and growth. This role is critical in ensuring the sales team has the resources and insights needed to meet and exceed targets. You will collaborate across departments, analyze data, manage CRM systems, and help shape strategies that enable sustainable growth.

Sales Process Optimization: Identify and implement improvements in sales processes to increase efficiency and accuracy.

CRM Management: Administer and optimize Hubspot CRM, ensuring data integrity and accuracy.

Sales Reporting & Analytics: Develop and maintain reports, dashboards, and analytics to provide actionable insights into sales performance, pipeline health, and forecasting.

Sales Tools & Enablement: Manage sales enablement tools and technology to improve productivity (e.g., sales engagement platforms, quoting tools).

Forecasting & Pipeline Management: Support the forecasting process by ensuring data consistency and providing insights into pipeline trends.

Cross-Department Collaboration: Work closely with marketing, finance, product, and customer success teams to streamline operations and align sales strategies.

Quota & Compensation Management: Assist in setting and tracking sales quotas and managing sales incentive programs.

Sales Onboarding & Training: Partner with sales leadership to onboard new hires and ensure continuous learning for the sales team.

Business, Marketing, or related qualification

3+ years of experience in sales operations, business operations, or related roles in a software/SaaS environment.

Proficiency with Hubspot CRM tools and sales enablement tools.

Strong analytical and problem-solving skills; advanced proficiency in Excel or other data analysis tools.

Excellent communication and collaboration skills.

Ability to manage multiple projects and meet deadlines in a fast-paced environment.

Experience in the Fintech or Software industry.

Familiarity with sales methodologies.

Experience in compensation plan design and quota management.

Competitive salary and performance-based bonuses

Comprehensive benefits package, including health, dental, vision, and 401(k)

Professional development opportunities

Finovifi is an equal opportunity employer. All applicants will be considered for employment regardless of color, race, religion, disability, sex, sexual orientation, gender identity, age, national origin, veteran status or any other characteristic protected by Federal, State and/or local law.