Sales Operations & CRM Specialist
Optimize Sales Efficiency with Better Systems, Reporting & Processes
- Manage CRM systems to streamline workflows and improve data accuracy
- Track pipeline performance, generate reports & forecasting insights
- Support sales teams with process automation and tool optimization
Pricing
Why Hire a Dedicated Sales Operations & CRM Specialist?
Sales performance doesn’t just depend on reps—it depends on the systems, tools, and processes that support them. A Sales Operations & CRM Specialist ensures your sales team runs like a machine, with accurate data, reliable forecasts, and optimized workflows that drive results.
By owning your CRM, reporting, and operational processes, this full-time specialist helps you improve win rates, reduce friction, and unlock revenue opportunities across your pipeline—at a fraction of U.S. hiring costs.
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What Can a Dedicated Sales Operations & CRM Specialist Do for You?
CRM Setup, Optimization & Maintenance
Ensure your CRM (Salesforce, HubSpot, Close, etc.) is organized, up to date, and aligned with your sales process.
Pipeline & Deal Tracking
Monitor sales activity and deal progression to ensure reps are following up and deals are advancing.
Sales Reporting & Dashboards
Create real-time dashboards and reports for leadership visibility, forecasting, and decision-making.
Forecasting & Revenue Projections
Analyze historical data and deal metrics to provide accurate short- and long-term sales forecasts.
Process Documentation & SOPs
Document your sales workflows and build repeatable systems that support scaling.
Lead Routing & Assignment Rules
Ensure inbound and outbound leads are routed correctly and responded to quickly.
Automation & Tool Integration
Implement automation to reduce manual work and connect tools across your tech stack (e.g., CRM, email, call tracking).
Quota & Compensation Tracking
Track rep performance against quotas and support commission calculation/reporting.
Onboarding & Training Support
Assist with onboarding new reps, tool training, and creating process documentation to ramp reps faster.
Common Technical Work Performed
Experienced Sales Ops & CRM Specialists
Experts in CRM management, forecasting, process design, and sales enablement—helping you improve productivity and pipeline performance.
Exclusively Yours
Full-time (40 hours/week) on your schedule
Virtual
Hired from South/Central America, India, Philippines or South Africa
