Maintain and validate CRM records, including account information, contacts, territory assignments, and sales activity. Proactively identify and investigate missing, inaccurate, inconsistent, or duplicate data; implement corrections in accordance with established data management procedures.
Develop, maintain, and distribute recurring and ad hoc sales reports and dashboards tracking revenue, activity, performance against goals, and customer trends. Validate reporting accuracy, investigate discrepancies, and identify meaningful trends or exceptions for further analysis.
Serve as a primary point of contact for routine CRM user support, including troubleshooting, user guidance, training and issue resolution. Document recurring issues and coordinate technical escalations and system enhancements with Sales Operations Management.
Assist with sales territory updates, account assignments, and sales team onboarding.
Compile and validate sales data used for incentive compensation; coordinate discrepancies with Sales leadership and Finance.
Support sales forecasting and business reviews by compiling, validating, and analyzing sales performance data; preparing reports and presentation materials; and identifying material variances, trends, and data discrepancies requiring further investigation.
Collaborate with Sales, Marketing, Finance, and Customer Experience to investigate and resolve account, data, and reporting issues, coordinate timely follow-up, and support consistent execution of established sales operations processes and priorities.
Support the implementation of sales tools, system enhancements, and process improvements. Develop and maintain user guides and standard operating procedures, identify opportunities to reduce manual work and improve operational efficiency, and assist with testing and user adoption.
Handle customer and business information confidentially and follow company data privacy and security procedures.
Complete additional sales operations projects and administrative support as assigned.
Requirements
Requirements:
Associate or bachelor’s degree in business, marketing, analytics, or a related field, or equivalent relevant experience.
One to three years of experience in sales operations, sales support, CRM administration, reporting, or a related role.
Strong proficiency in Microsoft Excel, including pivot tables, lookup functions, data validation, and analysis of large datasets. Ability to reconcile information from multiple sources, identify inconsistencies, and present findings clearly and accurately.
Experience with CRM systems and ability to learn new sales tools and reporting platforms.
Strong analytical skills, attention to detail, and commitment to data accuracy.
Ability to prioritize multiple requests, meet deadlines, and resolve routine issues independently.
Clear written and verbal communication skills and ability to collaborate across departments.
Preferred Experience with:
Salesforce 2+ years experience
Medical device, healthcare, or another regulated industry.
Sales dashboards, incentive compensation support, and territory or account management.
Direct-to-consumer business models, growing companies, or product launches.