This role sits at the center of the sales organization and serves as the operational backbone supporting Sales Acquisition and Expansion teams. The person in this role will own many of the day-to-day processes that keep the business running smoothly, including Salesforce administration, reporting and dashboard development, forecast support, territory management, pipeline tracking, and ad hoc analysis. It s a highly visible role that partners closely with Sales, Revenue Operations, and frontline leaders, making it a great fit for someone who enjoys solving operational challenges, working with data, improving processes, and serving as a trusted resource for sales teams in a fast-paced environment.

What the Candidate Will Do

Maintain day-to-day CRM hygiene and data integrity in Salesforce — managing field updates, deduping, validation rules, and flagging anomalies before they distort reporting

Build and maintain recurring reports and dashboards (pipeline, forecast, activity, quota attainment) for sales managers and reps, escalating data quality issues to the Senior Manager

Support the weekly forecast and pipeline review cadence by preparing data packs, reconciling rep-submitted numbers, and tracking deal stage movement

Administer territory and account assignment changes in Salesforce, ensuring alignment with the approved territory and quota plan

Serve as first-line support for reps and frontline managers on tooling questions (Salesforce, Gong, and adjacent systems), triaging and resolving issues or routing to the right owner

Own ad hoc analysis requests — win/loss cuts, conversion funnel pulls, rep-level performance views — turning raw data into something a sales manager can act on same-day

Help maintain documentation and playbooks for sales processes, stage definitions, and tool usage so the team has a consistent source of truth

Sales Operations Lead

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Uberfreight

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