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Sales Operations Specialist

  • Department:
  • Status:
  • Reports to:
    Senior Manager, Sales Operations
  • Location:
    Denver, CO or Remote


The Sales Operations Specialist will be a key player on the sales team. This position is a driving force to support productivity and process across the sales team in the form of revenue and corporate goals. We are looking for an outgoing, highly motivated individual and someone who is a self-starter.


  •  Contract Creation & Management: Manage new membership and upgrade document creation process from front to end, including confirming information with sales representatives, creating opportunities in Salesforce, mail merging documents, working with legal on exception language, executive approvals, closing out opportunities in Salesforce to finalize payment details with accounting and integrating new members accounts (members, partnerships, employee) into the backend system
  • Financials: Review month-end reporting with Senior Manager, Sales Operations, Finance & Accounting
  • Reporting: Create/update/distribute SFDC reports and dashboards upon request. Monitor accuracy and efficiency of sales reports and other intelligence
  • Analysis and insight: Leverage CRM and data to provide meaningful insight to Senior Manager, Sales Operations on trends across the sales funnel
  • Provides support in Salesforce, SalesLoft, Excel, and PowerPoint
  • Works on special projects as needed
  • Manage and provide support for our donation program including responds to and/or routes external and internal requests for information or inquiries into donations. Will compile output data and summarize revenue and statistics of the program·      
  • Manage our referral program including applying discounts, collecting W-9 information, and working with accounting on the program trends and overall performance


  •  Minimum 2 years experience in sales operations or internal operations
  • Must have impeccable written and verbal communication skills
  • Must be teamwork minded, yet with a competitive spirit
  • Are comfortable working in a fast-paced environment where you can expect unexpected projects
  • Must have a process-driven mind to work through a lot of detail and manual processes, but be able to stay focused on front execution
  • Must have experience with spreadsheets and database programs, specifically Salesforce.  Must be able to configure reports with requested data and present results in a concise and logical manner
  • Must be proficient in MS Word, Excel, and PowerPoint
  • Must have the ability to interact with a diverse group of employees and external executives representing a wide spectrum of backgrounds