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Description

We are looking for an organized and proactive Sales Operations Specialist to join our tech client, remote, 12 months. IYou will play a key part in supporting our Global Sales organization by ensuring the accuracy and efficiency of account assignments, lead routing, and data integrity. This is an exciting opportunity to contribute to a growing area of revenue while identifying and implementing process improvements that enhance user experience and operational workflows.

Responsibilities:

• Manage daily account creation and assignment tasks across various sales channels, ensuring accuracy and timeliness.

• Oversee the lead routing process to guarantee proper assignment and adherence to organizational guidelines.

• Address and resolve account ownership inquiries and escalations by applying an in-depth understanding of account management principles.

• Perform regular data maintenance and cleanup efforts to maintain high data hygiene standards within the CRM system.

• Implement data validation rules to ensure the integrity of internal sales systems.

• Collaborate with stakeholders to identify opportunities for process and tooling enhancements, contributing to improved operational efficiency.

• Support quarterly sales processes by executing operational tasks and ensuring seamless workflows.

• Propose and execute workflow improvements across account ownership, creation, and lead routing processes.

• Partner with team members to maintain a user-friendly experience throughout all sales operations.

Requirements • Proven experience in sales operations, account management, or a related field.

• Strong communication skills with the ability to collaborate effectively across teams.

• Familiarity with CRM systems, particularly Salesforce, and data validation practices.

• Demonstrated ability to identify and implement process improvements in a fast-paced environment.

• Solid understanding of account ownership principles and lead routing workflows.

• Excellent organizational and planning skills to manage multiple tasks and deadlines.

• Proficiency in tools and practices that support data integrity and operational excellence.

• A proactive approach to problem-solving and a commitment to delivering high-quality results.

Technology Doesn't Change the World, People Do.®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .