Team Lead, Sales Operations
New
J
JobgetherManaged IT Services
Based in the United States, Monday through Friday, generally from 8:00 a.m. to 5:00 p.m.Full-TimeLead
SalarySalary determined based on relevant experience, qualifications, skills, certifications, geographic location, and other applicable factors.
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Job Details
- Experience
- 2+ years of experience in sales operations, sales support, sales administration, coordination, or a comparable role
- Required Skills
- Business IntelligenceMicrosoft ExcelReportingCRMData management
Requirements
- 2+ years of experience in sales operations, sales support, sales administration, coordination, or a comparable role, ideally within IT, managed services, or a technology-focused environment.
- Previous experience training, mentoring, supervising, or informally leading colleagues, with the ability to remain patient, clear, and supportive as priorities shift.
- Strong attention to detail and follow-through, with the ability to manage a high volume of quotes, orders, vendor communications, and administrative requests without losing track of commitments.
- Strong organizational and prioritization skills, with the ability to determine what requires immediate attention and keep workflows moving in a fast-changing environment.
- Experience working directly with vendors, clients, procurement teams, finance teams, and sales stakeholders.
- Strong knowledge of Excel, data management tools, and business intelligence or reporting platforms.
- Experience maintaining sales opportunities and customer or order information in CRM, PSA, or similar business systems; ConnectWise experience is advantageous.
- Excellent written and verbal communication skills, with the confidence to serve as a go-to resource for sales teams and operational colleagues.
- A hands-on, proactive approach and willingness to work directly on quotes, requests, vendor communications, and other operational tasks.
- Ability to learn new technology products and processes quickly and explain them effectively to others.
- Comfortable working independently in a remote environment while maintaining accountability, responsiveness, and collaboration.
- Availability to work Monday through Friday, generally from 8:00 a.m. to 5:00 p.m., with occasional after-hours updates.
- Must be based in the United States and able to work remotely from a home office; some travel may be required.
Responsibilities
- Lead the day-to-day activities of the Sales Operations team, establishing priorities, allocating work, and ensuring high-volume requests are handled accurately and on time.
- Train, mentor, and support team members on products, tools, workflows, and processes while serving as a reliable escalation point throughout the day.
- Manage quoting activities for internal offerings and follow up on approvals to keep opportunities and orders progressing.
- Produce and maintain sales data and reporting, including forecasting, performance rankings, territory information, and other operational insights.
- Track Master Service Agreements and ensure required documentation is completed and signed for new clients.
- Communicate with procurement, finance, vendors, clients, and internal stakeholders to resolve issues and keep orders and approvals moving forward.
- Maintain accurate sales opportunities and related information within ConnectWise and other business systems.
- Build and maintain productive communication cadences with vendor partners, staying informed about new products and developments and sharing relevant information with the team.
- Support team members directly by removing blockers, stepping into operational work when needed, and helping maintain service levels during periods of changing demand.
- Use downtime proactively for team development, process improvement, training, and operational organization.
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