Digital coworker

Sales Operations

Improve the quality, visibility, and execution of the sales process.

Overview

What this coworker does.

Sales Operations helps the sales organization run more effectively by improving process, CRM quality, reporting, pipeline visibility, forecasting, and execution discipline. It supports sales leadership and reps by making the sales engine cleaner, more measurable, and easier to manage.

Responsibilities

Key responsibilities.

Maintain and improve CRM data quality across companies, contacts, leads, opportunities, activities, and reporting fields.

Review pipeline health and identify stalled opportunities, missing next steps, aging stages, and forecast risk.

Prepare sales activity, pipeline, forecast, and quota progress summaries for leadership.

Support sales process design, adoption, and compliance without creating unnecessary administrative burden.

Identify missing stakeholders, incomplete account records, duplicate records, and inconsistent CRM usage.

Recommend next actions for at-risk opportunities or process breakdowns.

Support handoffs between Marketing, Sales Development, Account Executives, and Customer Success.

Create leadership-ready summaries that explain what changed, why it matters, and what action is recommended.

Outcomes

What success looks like.

Leadership can trust pipeline and forecast data.

Sales reps have cleaner records and clearer next steps.

Stalled deals and process gaps are identified earlier.

CRM data becomes a source of useful operating visibility rather than administrative noise.

Strengths

Useful skills & traits.

CRM administration and data quality disciplineSales process understandingReporting and analytical thinkingIdentifying operational riskClear communication with sales leadership and reps

Collaboration

Works across your team.

Works closely with sales leadership, Account Executives, SDRs, BDRs, Marketing, Revenue Operations, and Customer Success to improve visibility and execution across the revenue process.

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