Sales Operations Generalist

Accountabilities:

• • Create and maintain Standard Operating Procedures (SOPs) that document and standardize key sales operations workflows and processes.
  • Develop and maintain policy documentation that provides clear and consistent guidelines across the sales function.
  • Review existing sales processes to identify inefficiencies and recommend more effective ways of working.
  • Perform Salesforce data entry, cleanup, and maintenance activities to support accurate and reliable sales information.
  • Assist with creating and maintaining sales operations procedures, documentation, and training materials.
  • Support the day-to-day execution of sales operations activities while maintaining consistency, accuracy, and timely completion.
  • Monitor adherence to established sales processes and policies and help compile relevant operational and compliance data.
  • Identify process gaps and inefficiencies and provide administrative support for implementing workflow improvements.
  • Assist sales teams with operational tasks, approvals, documentation, and other requirements to ensure processes are completed correctly and on time.
  • Investigate basic Salesforce issues, update records, and assist with user access and partner login-related tasks.
  • Collaborate with sales enablement, sales operations, and cross-functional teams on projects designed to refine workflows and improve operational efficiency.

  Requirements:

  • You have at least 2 years of experience in sales operations, sales administration, or a related support function.
  • You have strong organizational skills and a high level of attention to detail, particularly when handling structured and repetitive operational tasks.
  • You are comfortable following established procedures while maintaining accuracy and consistency in your work.
  • You have practical experience with Salesforce, including basic navigation, data entry, and record maintenance.
  • You have experience using Jira to track tasks and follow established workflows.
  • You communicate clearly and effectively when supporting colleagues, documenting processes, and reporting findings.
  • You can manage multiple priorities and maintain accuracy in a fast-paced working environment.
  • You bring a helpful, solutions-oriented attitude and demonstrate a willingness to learn and contribute across the broader sales organization.

  Benefits:

  • The position offers a competitive base salary range of $64,100 to $102,900, with final compensation depending on factors such as geographic location, skills, and experience.
  • You may be eligible for annual incentive compensation of up to 10%.
  • Comprehensive medical, dental, and employer-paid vision coverage is available through UnitedHealthcare, with multiple coverage options for employees and families.
  • Additional healthcare and wellness resources include access to the Calm app, rewards programs, and other wellbeing initiatives.
  • Flexible Spending Account options allow eligible employees to use pre-tax funds for qualified healthcare, pharmacy, dental, vision, and dependent-care expenses.
  • A Lifestyle Spending Account provides employer-sponsored reimbursement for eligible physical, mental, and financial wellbeing expenses.
  • Employer-paid short- and long-term disability coverage is provided, along with additional voluntary insurance options such as supplemental life and enhanced disability coverage.
  • Paid maternity and parental leave is available to support employees during important family milestones.
  • Commuter benefits provide pre-tax support for eligible parking and commuting expenses.
  • Lifestyle programs provide discounts and resources covering areas such as fitness, outdoor activities, entertainment, financial services, and stress management.
  • Tuition reimbursement of up to $5,000 annually is available, along with opportunities to participate in relevant conferences and career development activities.
  • Work-related travel expenses are eligible for reimbursement.
  • Paid time off and sick time are provided.
  • A Fidelity 401(k) plan includes a 25% employer match on employee contributions, up to 6% of annual salary.
  • Remote candidates may be considered when residing in states where the organization or one of its subsidiaries has an established physical presence.