Symetri USA
Posted 16 days agoVerified live 1d ago
Sales Operations Specialist
Brief overview
Remote
UndergradOr in progress
2+ yrsMinimum
Salesforce AdministrationOrumCRM Data Quality ManagementSales Reporting and DashboardsMicrosoft ExcelSalesforce Administrator CertificationAI Agents and Generative AIMicrosoft CopilotPower BISales Incentive Processes
About the company
Symetri USAmicrodesk.com
What do some of the world’s largest projects have in common? Symetri USA is their partner.
Job description
Summary
Symetri combines technology and business process consulting to help firms plan, design, build, and operate land and buildings. The Sales Operations Specialist supports and optimizes the sales technology ecosystem, sales processes, data quality, and AI-driven operational capabilities while partnering with Sales, Revenue Operations, Client Success, and Professional Services.
Responsibilities
- Administer and support Salesforce, Outreach, Orum, and other sales technology platforms
- Manage user access, permissions, configurations, integrations, and ongoing system maintenance
- Provide technology support, troubleshooting, training, and user enablement
- Monitor platform adoption and recommend improvements to increase effectiveness
- Partner with stakeholders to evaluate, implement, and optimize sales technology solutions
- Manage lead routing, assignment, prioritization, and lifecycle processes
- Monitor and improve CRM data quality, integrity, and completeness
- Identify and resolve duplicate records and data issues
- Establish CRM governance standards and best practices
- Support accurate reporting, pipeline visibility, and business intelligence through clean data management
- Support and improve core sales workflows across Salesforce and integrated systems
- Administer sales incentive programs, SPIFF tracking, and related operational processes
- Analyze business processes, identify inefficiencies, and implement improvements
- Support system enhancements, testing, documentation, and rollout activities
- Collaborate with sales leadership to drive process adoption and operational excellence
- Build, administer, and optimize AI agents that support sales and revenue-generating teams
- Develop AI-powered workflows that reduce manual effort and improve decision-making
- Leverage AI to improve CRM data quality, automation, and operational efficiency
- Create training, documentation, and governance processes to support AI adoption
- Document systems, workflows, business processes, and business rules
- Develop training materials, SOPs, and enablement resources
- Maintain centralized documentation and institutional knowledge
- Support implementation, training, adoption measurement, and governance initiatives
Skills
- 2-5 years of experience in Sales Operations, Revenue Operations, Business Operations, or a related field
- Experience administering Salesforce or a comparable CRM platform
- Experience supporting sales engagement tools such as Outreach, Orum, or similar platforms
- Strong analytical skills with experience creating reports, dashboards, and business insights
- Experience managing CRM data quality and lead management processes
- Excellent problem-solving, organizational, and communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency with Microsoft Excel and other business productivity tools
- Candidates must be legally authorized to work in the United States without sponsorship
- Salesforce Administrator certification
- Experience with AI agents, automation tools, Microsoft Copilot, or generative AI technologies
- Experience with Power BI or other business intelligence platforms
- Experience supporting sales incentive or compensation-related processes
- Knowledge of sales methodologies, lead management frameworks, and pipeline management best practices
Qualifications
Must Haves
- 2-5 years of experience in Sales Operations, Revenue Operations, Business Operations, or a related field
- Experience administering Salesforce or a comparable CRM platform
- Experience supporting sales engagement tools such as Outreach, Orum, or similar platforms
- Strong analytical skills with experience creating reports, dashboards, and business insights
- Experience managing CRM data quality and lead management processes
- Excellent problem-solving, organizational, and communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency with Microsoft Excel and other business productivity tools
- Candidates must be legally authorized to work in the United States without sponsorship
Nice to Haves
- Salesforce Administrator certification
- Experience with AI agents, automation tools, Microsoft Copilot, or generative AI technologies
- Experience with Power BI or other business intelligence platforms
- Experience supporting sales incentive or compensation-related processes
- Knowledge of sales methodologies, lead management frameworks, and pipeline management best practices
Benefits
- Fully remote position
- Generous and flexible time off (FTO), plus eight paid holidays
- Group health insurance with nominal employee contribution
- Employer-paid short- and long-term disability coverage
- Access to optional benefits through a cafeteria plan, including dental, vision, life insurance, wellness reimbursement program, and other supplemental benefits
- Employer match of employee HSA contributions, dollar-for-dollar up to the IRS limit
- 401(k) with company match of up to 4% of base salary
