Sales Operations Specialist, Webcargo

• Fluent in English and Spanish
• 2-3 years experience in Sales Operations, CRM Administration, or CRM/Sales Enablement Project Management
• Hands-on experience with Zoho, Salesforce, or other CRM systems
• Experience in B2B Sales, SaaS, Shipping, or Supply Chain industries is a plus
• Strong organizational and project coordination skills—you can track multiple tasks and keep things moving
• Basic knowledge of BI reporting tools (Domo, Looker, Power BI, or other)
• Comfortable working with data, reports, and process documentation
• Be a problem-solver who enjoys supporting teams and making processes run smoothly

Desirable

• As a Sales Operations Specialist, you’ll play a key support role within the Sales Operations team, working closely with Sales Operations Managers, CRM experts, and Sales Leadership
• This is an execution-focused role—you won’t own strategy, but you’ll be essential in maintaining and improving key sales processes, tools, and reporting
• Your work will directly support sales planning, forecasting, and overall efficiency, ensuring the sales team can focus on selling rather than managing operational roadblocks
• You will also have a strong focus on data integrity, process documentation, and cross-team coordination, ensuring alignment between Sales, Marketing, Finance, and Product
• Manage and optimize CRM systems (Zoho/Salesforce), ensuring data accuracy, automation, and seamless integrations
• Improve sales efficiency through workflow enhancements, automation, and user adoption monitoring
• Troubleshoot CRM issues, coordinating with IT and external vendors for fixes and improvements
• Support Sales Operations Managers in implementing and refining sales processes, automation, and SOP documentation
• Track tool adoption, identify process gaps, and drive enhancements to boost conversion rates
• Maintain data integrity, clean datasets, and build dashboards in CRM/BI tools (Domo, Zoho Analytics, Power BI)
• Automate reporting to improve real-time insights and reduce manual work
• Assist in pipeline tracking, revenue forecasting, and quota/territory allocation
• Collaborate with Sales, Marketing, Finance, and Product teams to align processes and improve CRM workflows
• Support training on CRM tools, automation best practices, and reporting
• Manage sales compensation tracking, validate commission reports, and assess incentive effectiveness