Job Description

Candidates applying for Sales Operations roles (including Specialist/Executive/Manager levels) should meet the following criteria, with adjustments based on seniority (e.g., more experience required for managerial positions):​ 1. Basic Qualifications​ Education Background: Bachelor’s degree or above in Business Administration, Marketing, Statistics, Information Management, or related fields; a master’s degree is preferred for senior roles.​ Work Experience:​ For entry-level (e.g., Sales Operations Specialist): 0-2 years of experience in sales support, data analysis, or operational coordination (internship experience in related fields is acceptable).​ For mid-to-senior roles (e.g., Senior Specialist/Manager): 3+ years of proven experience in sales operations, preferably in industries such as B2B, cross-border e-commerce, or technology (experience in managing sales tools/CRM systems is a plus).​ Language Proficiency: Fluent in English (both written and spoken) – mandatory for international business coordination; proficiency in additional languages (e.g., Spanish, Russian) is an advantage for regional-focused roles.​ 2. Core Competencies​ Data Analysis & Problem-Solving: Ability to collect, interpret, and derive insights from sales data; skilled in identifying operational bottlenecks (e.g., low lead conversion) and proposing data-driven solutions.​ Process Optimization Mindset: Experience in mapping business workflows and optimizing processes to reduce inefficiencies (e.g., streamlining contract approval steps to shorten sales cycles).​ Cross-Functional Collaboration: Strong communication and coordination skills to work effectively with sales, marketing, finance, and product teams; able to align objectives and resolve inter-departmental conflicts.​ Detail-Oriented & Results-Driven: Meticulous in managing data accuracy (e.g., CRM data maintenance) and focused on delivering measurable outcomes (e.g., improving sales efficiency by X%).​ 3. Technical & Tool Skills​ Data & Analytics Tools: Proficiency in Microsoft Excel (advanced functions: VLOOKUP, Pivot Tables, Power Query) and basic business intelligence (BI) tools (e.g., Tableau, Power BI) for data visualization and reporting.​ CRM & Sales Tools: Hands-on experience with mainstream CRM systems (e.g., Salesforce, HubSpot, SAP) – able to manage lead allocation, track sales activities, and generate custom reports.​ Automation Tools (Preferred): Familiarity with sales automation tools (e.g., Zapier, Outreach) to streamline repetitive tasks (e.g., automated lead follow-up reminders) is a significant advantage.​ 4. Behavioral Traits​ Adaptability: Ability to thrive in a fast-paced, dynamic sales environment and adjust strategies based on market changes or business needs.​ Proactivity: Takes initiative to identify potential operational issues (e.g., outdated SOPs) and propose improvements, rather than waiting for instructions.​ Team Player Mentality: Willing to support the sales team with resources, training, and problem-solving; able to balance individual tasks with team-wide goals.​ Compliance Awareness: Understanding of basic sales and financial compliance requirements (e.g., expense reporting rules, customer data privacy regulations like GDPR) to ensure operational adherence to policies. The core goal of this role is to drive sales efficiency, optimize operational processes, and support the sales team in achieving business targets through data analysis, resource coordination, and cross-functional collaboration. Specific responsibilities include:​ 1. Data & Performance Management​ Collect, clean, and analyze end-to-end sales data (e.g., revenue, order conversion rate, customer retention rate, average order value) on a regular basis; compile weekly/monthly/quarterly operational reports with actionable insights.​ Track the progress of sales KPIs (Key Performance Indicators) and quarterly/annual business targets; identify performance gaps or growth opportunities, and provide data-driven recommendations for sales strategy adjustments.​ Build and maintain visual data dashboards (via CRM systems, Excel, or BI tools like Tableau) to enable real-time performance monitoring for the sales team and management.​ 2. Sales Process Optimization & Standardization​ Map the full sales lifecycle (from lead acquisition, customer follow-up, needs analysis, contract signing to post-sales payment collection); identify bottlenecks (e.g., slow follow-up, delayed contract approval) and lead process improvement initiatives.​ Develop standardized operating procedures (SOPs) for the sales team, including customer segmentation criteria, follow-up script templates, and contract review workflows, to unify execution standards and reduce redundant work.​ Lead the implementation and optimization of sales tools (e.g., Salesforce, HubSpot) and automation solutions; conduct tool training for the sales team to enhance workflow efficiency.​ 3. Cross-Functional Collaboration & Resource Coordination​ Act as a liaison between the sales team and other departments (product, finance, logistics, customer success); resolve cross-departmental issues such as delayed product delivery, customer refund requests, and after-sales support coordination.​ Manage sales resources, including lead allocation (e.g., assigning high-value leads to senior sales reps), marketing material replenishment (brochures, samples), and sales expense reconciliation (travel, entertainment costs).​ Collaborate with the marketing team to align lead handoff processes; track the conversion rate of marketing-generated leads and provide feedback to optimize marketing campaigns.​ 4. Sales Team Enablement & Support​ Design and implement sales incentive programs (e.g., commission structures, performance bonuses); calculate team/individual commissions accurately and ensure timely payout to motivate the sales team.​ Develop and deliver sales training programs, covering product knowledge updates, sales technique enhancement, and tool operation; provide onboarding support for new sales hires to accelerate their integration.​ Collect pain points and feedback from the sales team (e.g., customer objections, process obstacles); summarize key issues, drive solutions, or escalate to senior management for resource support.​ 5. Customer & Order Management Support​ Oversee the accuracy and completeness of customer data in the CRM system (e.g., contact information, needs preferences, follow-up records); prevent customer resource loss through regular data audits.​ Track the progress of high-priority orders, including contract terms confirmation, advance payment verification, and logistics shipment status; ensure smooth order fulfillment and minimize cancellation or delay risks.​ Compile customer feedback (product suggestions, complaints) and share it with the product or customer success team to drive issue resolution and improve customer satisfaction/repurchase rate.

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