Torchora
Back to Home

Key Responsibilities and Required Skills for Sales Operations Associate

💰 $60,000 - $90,000

Sales OperationsRevenue OperationsBusiness OperationsAnalytics

🎯 Role Definition

The Sales Operations Associate supports sales organizations by managing operational processes, analyzing performance data, maintaining CRM systems, and enabling sales teams to operate efficiently and effectively. This role partners closely with sales leadership, finance, marketing, and systems teams to drive revenue accuracy, forecasting reliability, and scalable sales operations.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Sales Coordinator
  • Business Operations Analyst
  • Revenue or CRM Analyst

Advancement To:

  • Senior Sales Operations Analyst
  • Sales Operations Manager
  • Revenue Operations Manager

Lateral Moves:

  • Business Intelligence Analyst
  • Go-To-Market Operations Analyst

Core Responsibilities

Primary Functions

  • Support day-to-day sales operations to ensure smooth execution of sales processes and workflows.
  • Maintain and optimize CRM systems to ensure data accuracy, consistency, and usability.
  • Analyze sales performance metrics including pipeline health, conversion rates, win/loss trends, and quota attainment.
  • Prepare and distribute recurring sales reports, dashboards, and executive summaries.
  • Assist in sales forecasting and revenue planning in partnership with sales leadership and finance.
  • Monitor pipeline activity and proactively identify risks or gaps against revenue targets.
  • Support territory planning, account assignments, and quota management processes.
  • Manage sales incentive compensation processes, including commission calculations and payouts.
  • Partner with sales leadership to improve deal review processes and pipeline hygiene.
  • Ensure accurate opportunity tracking, stage definitions, and forecasting methodology adherence.
  • Support onboarding and enablement efforts by maintaining sales documentation and training materials.
  • Collaborate with marketing operations to align lead management, routing, and attribution models.
  • Identify inefficiencies in sales processes and recommend improvements to increase productivity.
  • Assist with pricing, discount approvals, and deal desk support as needed.
  • Manage sales tools and technologies, including CRM enhancements and feature rollouts.
  • Conduct ad-hoc analysis to support strategic sales initiatives and leadership decision-making.
  • Support data governance initiatives to improve reporting accuracy and system reliability.
  • Coordinate cross-functional initiatives related to go-to-market strategy and execution.
  • Assist in annual planning cycles, including headcount modeling and capacity planning.
  • Support QBRs, pipeline reviews, and executive presentations with accurate insights.
  • Document sales processes, policies, and best practices for consistency and scale.

Secondary Functions

  • Support ad-hoc data requests and exploratory data analysis.
  • Contribute to the organization's data strategy and roadmap.
  • Collaborate with business units to translate data needs into operational requirements.
  • Participate in sprint planning and agile ceremonies within sales or revenue operations teams.

Required Skills & Competencies

Hard Skills (Technical)

  • Proficiency with CRM platforms such as Salesforce, HubSpot, or Microsoft Dynamics.
  • Strong analytical skills with experience using Excel, Google Sheets, or similar tools.
  • Experience building dashboards and reports using BI tools or CRM reporting features.
  • Understanding of sales pipeline management, forecasting, and revenue operations concepts.
  • Familiarity with sales compensation and incentive structures.
  • Ability to manage and interpret large datasets with attention to detail.
  • Experience supporting go-to-market or revenue operations processes.
  • Knowledge of lead management, territory planning, and quota allocation methodologies.
  • Comfort working with sales performance metrics and KPIs.
  • Experience with data validation, cleansing, and governance practices.

Soft Skills

  • Strong communication skills with the ability to explain data insights clearly.
  • High attention to detail and commitment to data accuracy.
  • Collaborative mindset and ability to work cross-functionally.
  • Problem-solving orientation with a continuous improvement mindset.
  • Strong organizational and time management skills.
  • Ability to prioritize in a fast-paced, deadline-driven environment.
  • Business acumen and understanding of sales team dynamics.
  • Proactive, self-motivated, and results-oriented attitude.

Education & Experience

Educational Background

Minimum Education:
Bachelor’s Degree

Preferred Education:
Bachelor’s Degree or higher

Relevant Fields of Study:

  • Business Administration
  • Finance
  • Economics

Experience Requirements

Typical Experience Range:
2–4 years of experience in sales operations, business operations, analytics, or a related role.

Preferred:
Experience supporting B2B sales teams in technology, SaaS, or high-growth organizations.

Explore More Careers