Sales Operations Specialist

Sales Demo - CB

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San Francisco, CA remote Until 8/21/2026 First posted March 18, 2026 Last posted March 18, 2026
Job description
In this role, your primary function will be to partner with AEs and Sales Leadership to design and build sales processes. You will partner cross-functionally to determine business priorities and align resources to accelerate revenue growth. You will help scale the end to end selling process to minimize friction and maximize efficiency. The ideal candidate will have a proven track record in these areas and have experience implementing and managing sales tools and processes in a dynamic environment. The perfect person would be skilled in both Salesforce and Excel.

Responsibilities:

  • Lead execution of multi-functional projects from ideation to close that directly impact new business, customer success, and retention
  • Provide support with territory alignment, account segmentation, & quota achievement
  • Develop models to help analyze the health of the business including sales forecasting, pipeline generation & coverage, customer utilization, etc.
  • Focus on helping the revenue teams use Salesforce (SFDC) to understand post sale activities and measure success and key performance metrics
  • Work with our GTM teams to understand sales and customer success motions and how we can optimize Salesforce to make them more successful
  • Be hands-on with all basic administrative functions including user account maintenance, creating custom objects, custom fields, formula fields, validation rules, custom list views and other content of intermediate complexity
  • Leverage external Salesforce consulting resources where necessary

Skillset:

  • Experience building out business processes on SFDC that maximize usability of the platform and ensure data integrity
  • 5+ years experience as an admin or developer on SFDC platform
  • Consistent record of working with leadership teams to implement complex business requirements within Salesforce and third party applications
  • Detailed understanding of custom objects, fields, validation rules, workflow rules, process flows, and visual workflow—and knowledge of which situations are appropriate for each
About this role

Summary

Manage sales processes, optimize Salesforce, support revenue growth and sales tools implementation

Job title

Sales Operations Specialist

Experience level

5+ years

Industry

software

Location requirements

San Francisco, CA; on-site role

Salary

Not specified

Management role

No

Skills & keywords

Required skills

salesforceexcelbusiness processesadmindeveloper

Preferred skills

None specified

Specializations

salesforceexcel
Locations

Structured locations inferred from the posting.

San Francisco, CA, USA

On-site City
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