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Sales & Revenue Operations Administrator
- Santa Clara, California, United States
- Santa Clara, California, United States
Über
The position supports operational discipline across the sales organization by monitoring CRM activity, tracking key performance indicators, preparing operational reports, and ensuring consistent adherence to defined sales processes. In addition to sales activity oversight, the role supports revenue management by assisting with forecasting, financial reporting, and inventory capacity tracking, while coordinating closely with the Revenue & Marketing Operations (RMO) team and its Business Intelligence division.
Key Responsibilities Sales Operations Oversight
Prepare recurring sales activity and pipeline reports for the CRO
Monitor CRM data accuracy across the sales organization
Ensure accurate opportunity records, notes, and follow‑up activities are maintained
Review pipeline progression and opportunity stage management
Monitor adherence to internal sales processes and reporting standards
Track activity metrics for all members of the sales team
Escalate reporting inconsistencies or operational gaps to the CRO
KPI Monitoring & Performance Reporting
Track key sales performance metrics and operational KPIs
Prepare weekly, monthly, and quarterly performance reports for the CRO
Maintain internal dashboards and reporting tools
Monitor performance trends across the sales organization
Support quarterly and annual sales performance evaluations
Ensure reporting data remains accurate, current, and reliable
Revenue Reporting & Forecasting Support
Prepare recurring revenue and sales performance reports
Support forecasting activities by compiling pipeline and revenue projections
Assist with reports related to sales, billings, and revenue trends
Support inventory and capacity reporting
Ensure revenue data is organized and accessible for executive decision‑making
Coordination with Revenue & Marketing Operations (RMO)
Coordinate with the RMO team on marketing initiatives impacting pipeline development
Monitor progress of revenue‑focused marketing campaigns
Assist with reporting on marketing performance and lead generation
Ensure marketing initiatives align with CRO revenue priorities
Support initiatives to improve lead generation and pipeline growth
Business Intelligence & Technology Stack Coordination
Partner with the Business Intelligence team to maintain accurate operational dashboards
Monitor progress on technology initiatives supporting sales and revenue operations
Ensure CRM and reporting tools support forecasting, reporting, and operational oversight
Assist with implementation of data‑driven revenue initiatives
Support continuous improvement of reporting tools and analytics platforms
Pricing & Margin Compliance
Monitor sales opportunities and proposals for adherence to pricing guidelines
Ensure established margin requirements are followed
Coordinate with Finance and Business Intelligence teams on pricing analytics
Support reporting on pricing consistency and profitability performance
Cross‑Department Coordination
Coordinate with Finance, Marketing, Operations, Customer Success, and Business Intelligence teams
Follow up to ensure execution of CRO directives
Support cross‑functional initiatives related to revenue growth and operational improvement
Assist with executive reporting requests
Ensure alignment across sales activity, marketing initiatives, and operational capacity
Required Qualifications
Strong analytical and reporting skills
Advanced proficiency with spreadsheets and reporting tools
Experience working with CRM systems and reporting dashboards
Strong organizational and time‑management skills
Ability to work independently
Excellent written and verbal communication skills
Preferred Qualifications
Experience supporting senior sales or revenue leadership teams
Experience in SaaS, telecommunications, or technology companies
Familiarity with sales operations or revenue operations processes
Experience working with CRM platforms such as HubSpot or others
Experience with forecasting, revenue analytics, or operational reporting
Experience coordinating cross‑department initiatives
Professional Attributes
Exceptional attention to detail
Strong analytical thinking and problem‑solving abilityli>
High level of organizational discipline
Ability to manage multiple reporting responsibilities simultaneously
Strong communication and coordination skills
Ability to work effectively across multiple departments
Impact of the Role The Sales & Revenue Operations Administrator plays a critical role in enabling the effectiveness of the company’s revenue leadership. By ensuring accurate reporting, reinforcing operational discipline across the sales organization, coordinating marketing and technology initiatives, and monitoring pricing and margin compliance, this role allows the CRO to focus on strategic growth initiatives.
The position contributes directly to improved transparency, stronger accountability, and more consistent data‑driven decision‑making across the company’s revenue organization.
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Sprachkenntnisse
- English
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