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Sales Operations AssociateModernize • Foster City, California, United States
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Sales Operations Associate

Modernize
  • US
    Foster City, California, United States
  • US
    Foster City, California, United States
Jetzt Bewerben

Über

Modernize (a QuinStreet division) is dedicated to simplifying home improvement. Our mission is to inspire motivated homeowners and connect them with qualified contractors through a new brand and product suite.
Job Category Sales Operations Associate – Revenue Operations Team
Responsibilities
Assist the Salesforce administration team by providing day‑to‑day support for the sales organization and maintaining CRM processes and functionality.
Manage user setup, permissions, profiles, roles, and basic system configuration.
Create and maintain reports, dashboards, fields, page layouts, validation rules, and workflows.
Troubleshoot Salesforce issues and provide timely support to end users.
Maintain CRM data quality through audits, cleanup initiatives, and governance processes.
Assist with sales forecasting, pipeline reporting, and KPI tracking.
Help document and improve sales processes and operational workflows.
Partner with sales leadership to identify opportunities to improve efficiency and effectiveness.
Reporting & Analytics
Build and maintain recurring reports and dashboards for sales and revenue leadership.
Analyze sales performance metrics and provide actionable insights.
Monitor data quality and reporting accuracy across key systems.
Support ad‑hoc analysis and operational projects as needed.
Cross‑Functional Collaboration
Work closely with Marketing, Sales, Account Management, and Finance teams to align data and processes.
Assist with system integrations, process improvements, and technology initiatives.
Participate in operational projects that support company growth and scalability.
Requirements
2+ years of professional experience in Sales Operations, Revenue Operations, Business Operations, CRM Administration, or a related field.
Hands‑on experience administering Salesforce (certification not required).
Strong proficiency with Excel.
Excellent attention to detail and commitment to data accuracy.
Strong analytical and problem‑solving skills.
Effective written and verbal communication skills.
Ability to manage multiple priorities in a fast‑paced environment.
Preferred
Salesforce Administrator Certification (nice to have, not required).
Experience creating Salesforce reports and dashboards.
Experience using Tableau to analyze dashboards and reports.
Familiarity with sales processes, lead management, and pipeline reporting.
Experience with revenue technology tools such as Outreach, Attention, RevenueHero, or similar platforms.
Experience working in a SaaS, marketplace, lead‑generation, or digital marketing environment.
What Makes You Successful
You enjoy solving problems and improving processes.
You are highly organized and detail‑oriented.
You are curious about data and business performance.
You take ownership and proactively identify opportunities for improvement.
You enjoy collaborating across teams and supporting business growth.
Benefits The expected salary range for this position is $60,000 USD to $75,000 USD annually. This salary range is an estimate, and the actual salary may vary based on the company’s compensation practices and applicant’s geographic location. The position is eligible to receive performance bonus or commission and equity in the form of restricted stock units. Benefits include health care, retirement, paid time off (including sick leave, parental leave, and vacation), and other tax‑reportable benefits.
Modernize (a QuinStreet division) is an equal‑opportunity employer. We do not discriminate based on race, color, religion, national origin, pregnancy status, sex, age, marital status, disability, sexual orientation, gender identity, or any other characteristics protected by law.
Please see QuinStreet’s Employee Privacy Notice here.
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  • Foster City, California, United States

Sprachkenntnisse

  • English
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