Sales Operations Associate
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-23
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-23
Job specializations:
-
Business
Office Administrator/ Coordinator, Data Analyst, CRM System -
Supply Chain/Logistics
Office Administrator/ Coordinator
Job Description & How to Apply Below
Responsibilities
- Track headcount, resource allocation, and project-related operational data
- Maintain and update operational data based on stakeholder inputs
- Ensure accuracy and visibility of information
- Support Account Managers with daily operational activities
- Coordinate with Account Managers on stakeholder communication
- Collect and consolidate inputs from internal and external stakeholders
- Support follow-ups and alignment across teams (Account Managers retain ownership)
- Assist in contract-related processes (updates, amendments, documentation)
- Support financial tracking and data preparation
- Manage requests, tasks, and deliverables
- Maintain consistency of data across systems
- Identify inefficiencies in manual processes
- Support workflow and template improvements
- Assist in tool usage or simple system enhancements
- Contribute to digitization of operational processes
- Bachelor’s degree or equivalent experience
- Strong organizational and multitasking skills
- Ability to manage shifting priorities
- High attention to detail
- Strong communication skills
- Proficiency in Microsoft Excel (data tracking and basic analysis)
- Familiarity with Microsoft Teams, SharePoint, or similar tools
- Experience with CRM systems or data management platforms
- Exposure to project coordination or sales operations support
- Experience supporting contract or financial tracking processes
- Interest or experience in process improvement / automation
- Proactive and reliable
- Detail-oriented
- Team-oriented mindset
- Strong willingness to learn and adapt
Demonstrates strong organizational and multitasking capabilities while managing operational data and supporting financial tracking processes. Proficient in Microsoft Excel and familiar with CRM systems, with a focus on process improvement and effective stakeholder communication.
Highest-signal resume keywords- Microsoft Excel Proficiency
- Project Coordination Experience
- Contract Tracking Support
- Data Management Platform Familiarity
- Process Improvement Interest
- Data Tracking
- Basic Data Analysis
- Financial Tracking
- Operational Data Management
- Process Automation
- Strong Communication Skills
- Attention to Detail
- Proactive Mindset
- Team-Oriented
- Ability to Manage Shifting Priorities
- Bachelor’s Degree or Equivalent Experience
- Resource Allocation
- Stakeholder Communication
- Operational Processes
- Workflow Improvements
- Digitization
- Microsoft Teams
- Share Point
- CRM Systems
Position Requirements
10+ Years
work experience
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