Sales Operations Specialist

Ready to help power the revenue engine of a modern tech company?

Are you energized by turning data, automation, and systems into real revenue results? Do you thrive behind the scenes ensuring leads are routed properly, follow-up is tight, and sales teams have what they need to win? Ready to take your Sales Operations career to the next level in a high-impact role? If so, we’re looking for you!

About the Company:

Our client is shaping the future of business communications with groundbreaking solutions around messaging, voice, and ai. They’re dedicated to fostering a positive, supportive environment where employees thrive. Join a team where your impact is seen, valued, and celebrated.

Our client recently received the “Future of Work – Employee Experience Achievement” award by a prestigious communications media outlet.

What You’ll Do:

As a Sales Operations Specialist, you will serve as the operational backbone of the revenue team, ensuring inbound flow, data integrity, reporting visibility, and sales enablement systems are optimized for growth. You’ll work cross-functionally with Sales, Marketing, Customer Success, and Leadership to streamline processes and drive measurable impact. You will:

• Manage high-volume inbound leads, chat inquiries, marketing-generated opportunities, and inbound sales email channels
• Qualify prospects, route opportunities appropriately, and support scheduling between prospects and sales reps
• Sequence and optimize SDR outreach campaigns
• Monitor inbound-generated opportunities in Salesforce and ensure prompt follow-up
• Oversee AI-driven lead channels including chatbot platforms and SDR automation tools
• Review webinar registrants and evaluate ICP alignment
• Process client-provided Call Detail Records (CDRs) to generate cost comparison reports
• Build and maintain dashboards used by Sales, Marketing, and Customer Success teams
• Coordinate sales and marketing performance reporting for senior leadership
• Upload and manage revenue data within customer success platforms
• Develop recommendations to increase ROI across tools leveraged in the sales cycle
• Ensure CRM accuracy, pipeline transparency, and data integrity
• Partner with Marketing to test and improve lead quality initiatives
• Research industry and competitor marketing efforts to inform strategy
• Identify workflow improvements and automation opportunities
• Help address early-stage prospect questions and objections

What Success Looks Like:

• Higher-quality opportunities entering the pipeline
• Faster response times to inbound leads
• Clear, actionable dashboards for leadership
• Strong alignment between Marketing and Sales
• Scalable systems supporting continued company growth

What We’re Looking For:

• 2+ years of experience in Sales Operations, Revenue Operations, Marketing Operations, or SDR support
• Strong CRM experience (Salesforce preferred)
• Experience with sales engagement platforms (Outreach or similar)
• Comfort working with AI-enabled sales tools
• Strong Excel and data analysis skills
• Experience building dashboards and reporting tools
• Exceptional attention to detail and systems thinking
• Ability to manage multiple workflows simultaneously
• SaaS, telecom, or CPaaS experience preferred
• Experience in a high-growth technology environment a huge plus

What’s In It for You?

• Training & Development: Intensive, hands-on guidance from experienced leaders invested in your success.
• Career Growth: Your future path is limitless with opportunities for professional growth.
• Innovative Products: Sell solutions with clear ROI—a key advantage in closing deals.
• Be Part of a Thriving Company: Join a leader in the rapidly growing CPaaS (Communications Platform as a Service) industry

Benefits & Perks:

• Comprehensive Health Coverage: Medical (employee covered 100%), dental, and vision plans to keep you and your family healthy.
• Health and fitness programs: Access to wellness initiatives, fitness programs, and resources designed to support your physical and mental well-being.
• Generous Paid Time Off: Recharge and refuel with PTO and 10+ paid company holidays.
• Retirement Savings: 401(k) plan with 4% company match to help you plan for the future.
• Competitive Compensation: Earn a competitive salary plus bonus.
• Fun & Engaging Culture: Team-building events, company-wide volunteer days and a collaborative work environment.Ready to Build the Engine Behind the Revenue Machine?

If you’re energized by data, automation, and improving revenue performance within a high-growth tech environment, we’d love to hear from you. Apply today!

Want to learn more about 512Financial? Check out our Recruitment and Talent Acquisition Page! If you have any questions, please reach out to us here: