Sales Operations Administrator II

Position Summary: 

We are seeking a strategic, detail-driven Sales Operations Administrator to enhance the effectiveness of our sales organization and strengthen the integrity of our quoting and order-management processes. This role plays a pivotal part in optimizing sales performance, elevating customer experience, and ensuring operational excellence across teams.

As a central partner to Sales, Finance, Product, Logistics, Client Success and Customer Operations, this position oversees the full quoting lifecycle, supports data-driven decision-making, revenue assurance and ensures that internal stakeholders are equipped with accurate, timely, and actionable information. The ideal candidate combines strong analytical capabilities with exceptional communication skills and a proactive, solution-oriented mindset.

 

Position Responsibilities:

· Provide operational oversight and administrative support to the sales organization, ensuring seamless execution of sales processes and data governance.

· Lead the end-to-end quoting workflow, from requirements gathering and pricing evaluation to the delivery of high-quality proposals that reflect accurate and competitive positioning.

· Partner cross-functionally with Sales, Finance, and Product teams to maintain alignment on pricing, product information, and deal structure.

· Supporting sales strategy execution, such as territory planning, forecasting, funnel management, and operational readiness across indirect and direct sales channels.

· Serve as a key escalation point between sales representatives and internal departments to resolve quoting or order-related challenges.

· Develop and distribute executive-level reports and dashboards that provide visibility into sales performance and pipeline activity.

· Maintain a working knowledge of CallTower’s products, services, and implementation standards to support effective customer engagement and solution recommendations.

· Utilize Salesforce and related tools to ensure data integrity, streamline quoting execution, and contribute enhancements to internal systems and workflows

· Ensuring opportunity governance, including reviewing closed/won opportunities for accuracy, validating required documents, and coordinating finance reviews for deals exceeding defined revenue thresholds.

· Oversee routine data hygiene activities in Salesforce, including deduplication, field validation, and audit checks.

· Build and maintain standardized reporting templates for leadership, sales managers, and cross-functional partners.

· Track sales productivity metrics and proactively alert leadership to trends that require corrective action.

· Work with Product Management to GTM, and packaging details within CRM and quoting systems.

· Serve as a point of contact for day-to-day operational questions, providing guidance on quoting, territory rules, or workflow steps.

· Coordinate training programs that strengthen sales team capability, product knowledge, and operational accuracy.

· Engage with clients as needed to provide quotes, proposals, and support in advancing sales opportunities.

· Act as a subject-matter expert for Salesforce and related sales tools, supporting user questions and small-scale configuration updates.

· Identify system enhancement opportunities and gather requirements for process automation or tool improvements.

· Monitor opportunity compliance, ensuring data entry adheres to internal policies and required fields are completed at each stage.

· Ensure proper documentation storage for audits, revenue reviews, and compliance checks.

· Maintain internal SLAs for quoting, escalations, and approval routing.

· Monitor open quotes and proactively follow up with reps or customers to maintain pipeline momentum.

Essential skills / Qualifications

· Bachelor’s degree in Business Administration, Finance, or related discipline.

· Proven experience in sales operations, quoting, or related administrative roles.

· Strong analytical skills with the ability to interpret sales data and provide actionable recommendations.

· Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite.

· High degree of self-motivation, organization, and ability to manage multiple priorities effectively in a dynamic environment.

· Minimum 3 years of related experience (preferably within the UCaaS industry).

· SalesForce experience preferred

· Knowledge of Microsoft Office products required

· Team player, works well with both internal and external customers

Benefits:

·Annual Market   comp evaluation

·85% employer paid Medical plans (HDHP and PPO options)

·Dental/Vision

·PTO accrual starts day one

·100% 401k match on first 4%

·Paid Parental Leave

·100% Employer paid life insurance, LTD, EAP, telehealth, Gym Pass