A Day in the Life of a Sales Operations Specialist
The Sales Ops Specialist plays a pivotal role in driving efficiency and performance across the sales organization. Each day involves analyzing sales data, evaluating KPIs, and generating actionable insights that inform strategy, resource allocation, and performance optimization. By identifying trends and opportunities, they help ensure that decisions are data-driven and aligned with organizational goals.
In addition to data analysis, the Sales Ops Specialist supports the sales team by managing forecasting, territory planning, and process improvements. They streamline workflows, refine CRM systems, and provide hands‑on training for sales tools, ensuring the team can operate efficiently and effectively. Serving as a bridge between strategy and execution, their work empowers the sales organization to perform at its best through insight, support, and operational excellence.
Responsibilities
Turn sales data into actionable insights using Salesforce, operational platforms, and sales tools
Own and optimize sales tools: SME, training, contracts, and exploring new technology
Streamline sales operations and processes to boost efficiency across teams
Lead onboarding, training, and Salesforce enhancements for the business development team
Manage key accounts, client communication, CRM accuracy, and cross‑department collaboration
Develop reports, presentations, and internal communications
Occasional travel (~10%)
Experience & Education
Minimum 2 years in sales support, working directly with sales teams
Skilled in research and data extraction from multiple sources
Experience with Salesforce strongly preferred
Bachelor's degree preferred
First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
First Onsite (and its Companies) participates in E‑Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I‑9 to confirm work authorization.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Third party resume submissions are not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee.
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In addition to data analysis, the Sales Ops Specialist supports the sales team by managing forecasting, territory planning, and process improvements. They streamline workflows, refine CRM systems, and provide hands‑on training for sales tools, ensuring the team can operate efficiently and effectively. Serving as a bridge between strategy and execution, their work empowers the sales organization to perform at its best through insight, support, and operational excellence.
Responsibilities
Turn sales data into actionable insights using Salesforce, operational platforms, and sales tools
Own and optimize sales tools: SME, training, contracts, and exploring new technology
Streamline sales operations and processes to boost efficiency across teams
Lead onboarding, training, and Salesforce enhancements for the business development team
Manage key accounts, client communication, CRM accuracy, and cross‑department collaboration
Develop reports, presentations, and internal communications
Occasional travel (~10%)
Experience & Education
Minimum 2 years in sales support, working directly with sales teams
Skilled in research and data extraction from multiple sources
Experience with Salesforce strongly preferred
Bachelor's degree preferred
First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
First Onsite (and its Companies) participates in E‑Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I‑9 to confirm work authorization.
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Third party resume submissions are not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee.
#J-18808-Ljbffr