Note: The job is a remote job and is open to candidates in USA. ProSearch Strategies, LLC is a legal technology and eDiscovery company that helps clients achieve growth and innovation through problem-solving, industry expertise, and advisory services. The Sales Operations Specialist supports sales and marketing operations by administering sales tools, maintaining data quality, developing reports and forecasts, coordinating RFPs and proposals, and enabling effective cross-functional workflows.
Responsibilities
- Monitor sales data and key performance metrics to identify data quality issues, process bottlenecks, pipeline trends, and other operational risks; coordinate with the appropriate data owners to resolve issues and improve completeness and accuracy
- Design, build, and maintain recurring sales reports, dashboards, and forecasts by defining reporting requirements, identifying and mapping source data, integrating information across systems, validating data and calculations, documenting assumptions and reporting logic, and delivering accurate information to the sales team and management on established schedules
- Administer and maintain sales tools, systems, and processes, including CRM data standards, lead routing, pipeline records, and contract workflows. Document procedures, monitor adoption and effectiveness, troubleshoot issues, and coordinate continuous improvements with system owners as business needs and technology capabilities evolve
- Create and maintain user guidance and provide operational support for sales tools, reports, and established workflows. Coordinate onboarding and refresher training as systems, processes, or user needs change, and update enablement materials as technology capabilities evolve
- Develop and maintain sales operations procedures, workflow documentation, and data standards. Monitor adherence and effectiveness, identify improvement opportunities, and coordinate updates as workflows, systems, technology capabilities, or business requirements change
- Track recurring sales operations tasks, deadlines, approvals, and dependencies; follow up with responsible stakeholders and escalate delays or data issues that may affect timely execution
- Facilitate the RFP response process by coordinating timelines and required inputs across relevant business teams, maintaining response materials, tracking approvals, and supporting the seller in completing and submitting responses on time
- Coordinate the collection, organization, and validation of requirements and supporting information needed to prepare price estimates, proposals, and other sales materials
- Support the processing, routing, and tracking of new leads generated by marketing and strategic partners by coordinating required information, confirming ownership assignments, and helping maintain visibility into follow-up status for the sales team
Skills
- At least 3 years of experience in sales operations, revenue operations, business operations, or a related role, preferably within legal technology, eDiscovery, B2B SaaS, or a professional services environment
- Strong organizational and time management skills, with excellent attention to detail and the ability to manage competing priorities, dependencies, and deadlines
- Strong technical proficiency with sales operations and reporting tools, e.g. Salesforce, Power BI, Loopio, and ZoomInfo (or similar)
- Demonstrated experience designing reports and dashboards, defining and mapping data fields, integrating information across systems, and troubleshooting reporting logic is required
- Strong end-user proficiency with Microsoft 365 applications used for day-to-day collaboration and productivity, including Excel, PowerPoint, Word, Teams, Outlook, and SharePoint
- Excellent written and verbal communication skills, including the ability to document procedures, prepare clear reports and sales materials, provide user guidance, and follow up effectively with cross-functional stakeholders
- Able to collaborate professionally with internal stakeholders and participate in client-facing activities when operational coordination or process support is required
- Strong analytical and problem-solving skills, with the ability to investigate data and process issues, identify root causes, coordinate resolution with appropriate stakeholders, and recommend practical improvements
- Proactive and adaptable, with a continuous improvement mindset and the ability to learn new technologies, respond to changing operational needs, and keep sales processes, documentation, and user guidance current
- Bachelor's degree in business, marketing, or a related field, or an equivalent combination of education and relevant experience
- Flexibility to support team members working across all U.S. time zones, including adjusting the work schedule as business needs require
- Ability to travel occasionally as business needs require
- Experience with sales forecasting, proposal management, or workflow automation tools
Company Overview