Sales Operations Specialist

The Sales Operations Specialist plays a critical role in enabling sales productivity and operational excellence across both the Enterprise and Advisor sales teams. This role provides quotes for the sales team, documents and optimizes sales processes, and contributes to the success of partner programs. The Sales Operations Specialist is a strong contributor to quote support, with a growth path toward becoming the primary subject matter expert and lead for our quoting process.

This role ensures all quotes are detailed, organized, aligned with internal policies, and delivered on time to help the sales team close deals.

• Provide direct support for quote creation, approvals, ensuring accuracy and coordination across Sales, Finance, and Legal.
• Document and maintain scalable sales processes, including quoting, renewals, and partner workflows.
• Collaborate with Partner Program stakeholders to support onboarding and performance tracking.
• Identify and implement process improvements across Enterprise and Advisor sales motions.
• Serve as a point of contact for quoting and partner related inquiries, ensuring timely resolution and alignment with internal policies and procedures.
• Manage and triage incoming sales-related case queues in CRM systems (e.g. Salesforce).
• Create and maintain training and process documentation for all sales operations process guides.
• Support data stewardship efforts identifying errors in data and potential areas for process improvement.
• Collaborate with cross‑functional teams to resolve customer or sales issues.
• Gather and organize data to enhance sales force productivity.
• Utilize sales systems and cross‑functional collaboration to improve efficiency and scalability.

• Bachelor’s degree preferred.
• 3+ years working in a sales environment with experience supporting remote end users.
• Experience with project management preferred.
• Experience supporting quote workflows or CPQ tools is a plus.
• Familiarity with partner programs or indirect sales channels is a plus.

• Detail-oriented, proactive, and skilled at driving cross‑functional collaboration to improve efficiency and scalability; patience to work with a variety of people with varying technical skill levels.
• Strong documentation and process mapping skills.
• Proficient with SFDC, Word, PowerPoint, and Excel.
• Strong problem solving, judgment, and organizational skills.
• Self‑motivated and able to perform well under pressure and against aggressive deadlines.
• Capacity to grasp and learn complex concepts quickly and independently.
• Talented multi‑tasker and the ability to prioritize.
• Naturally curious about how organizations scale.
• Extreme level of attention to detail.
• Highly focused; able to execute on one‑off projects as well as on routine tasks.
• Clear communicator.

The salary range for this position is $70,000 - $86,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.