Sales & Marketing Operations Specialist

About the role

We are looking for a highly organized Sales and Marketing Specialist to serve as the operational backbone of our growing sales team. You will maintain CRM data integrity, manage complex schedules across time zones, and produce detailed Excel reports to keep our sales pipeline running smoothly.

Key responsibilities

• Maintain, update, and clean lead and pipeline records in our CRM, auditing for duplicates and enforcing standardized data entry.
• Coordinate high‑volume internal and external meetings, demos, and client calls, proactively resolving scheduling conflicts.
• Extract sales metrics and create routine operational reports using advanced Excel functions such as PivotTables and VLOOKUP/XLOOKUP.
• Monitor sales reps’ active deals and action items in a project‑management tool to ensure timely client follow‑ups.
• Attend sales calls and team meetings to record detailed notes, summarize decisions, and assign actionable next steps.
• Provide high‑volume administrative support, including drafting client correspondence, preparing slide decks, organizing digital files, and routing incoming leads.

Required profile

• 2+ years of experience in sales support, administrative assistance, or sales operations.
• Proven hands‑on experience managing CRM databases such as Salesforce, HubSpot, or Zoho with a focus on data hygiene.
• Strong written and verbal communication skills with a track record of meticulous meeting documentation.
• Exceptional time‑management abilities and the capacity to prioritize tasks in a fast‑moving environment.

Required skills

• Salesforce, HubSpot, or Zoho CRM
• Microsoft Excel (PivotTables, conditional formatting, advanced lookup formulas)
• Google Workspace or Microsoft Outlook for complex calendar management