Sales Operations Associate

Job Category

Modernize Home Services is seeking a motivated and detail-oriented Sales Operations Associate to join our Revenue Operations team. This is an excellent opportunity for an early-career professional who has hands-on experience administering Salesforce and is interested in building a career in Sales Operations, Revenue Operations, or Business Operations. 

In this role, you will support sales productivity, CRM administration, reporting, data integrity, and process optimization across our revenue organization. You'll work closely with Sales, Marketing, Account Management, and Leadership teams to ensure our systems, processes, and reporting support business growth. 

Responsibilities 

Salesforce Administration & CRM Management 

• Assist the Salesforce administration team by providing day-to-day support for the sales organization and helping maintain CRM processes and functionality. 

• Manage user setup, permissions, profiles, roles, and basic system configuration. 

• Create and maintain reports, dashboards, fields, page layouts, validation rules, and workflows. 

• Troubleshoot Salesforce issues and provide timely support to end users. 

• Maintain CRM data quality through audits, cleanup initiatives, and governance processes. 

Sales Operations Support 

• Assist with sales forecasting, pipeline reporting, and KPI tracking. 

• Help document and improve sales processes and operational workflows. 

• Partner with sales leadership to identify opportunities to improve efficiency and effectiveness. 

Reporting & Analytics 

• Build and maintain recurring reports and dashboards for sales and revenue leadership. 

• Analyze sales performance metrics and provide actionable insights. 

• Monitor data quality and reporting accuracy across key systems. 

• Support ad hoc analysis and operational projects as needed. 

Cross-Functional Collaboration 

• Work closely with Marketing, Sales, Account Management, and Finance teams to align data and processes. 

• Assist with system integrations, process improvements, and technology initiatives. 

• Participate in operational projects that support company growth and scalability. 

Requirements

• 2+ years of professional experience in Sales Operations, Revenue Operations, Business Operations, CRM Administration, or related field. 

• Hands-on experience administering Salesforce (certification not required). 

• Strong proficiency with Excel. 

• Excellent attention to detail and commitment to data accuracy. 

• Strong analytical and problem-solving skills. 

• Effective written and verbal communication skills. 

• Ability to manage multiple priorities in a fast-paced environment. 

Preferred 

• Salesforce Administrator Certification (nice to have, not required). 

• Experience creating Salesforce reports and dashboards. 

• Experience using Tableau to analyze dashboards and reports. 

• Familiarity with sales processes, lead management, and pipeline reporting. 

• Experience with revenue technology tools such as Outreach, Attention, RevenueHero, or similar platforms. 

• Experience working in a SaaS, marketplace, lead-generation, or digital marketing environment. 

What Makes You Successful 

• You enjoy solving problems and improving processes. 

• You are highly organized and detail oriented. 

• You are curious about data and business performance. 

• You take ownership and proactively identify opportunities for improvement. 

• You enjoy collaborating across teams and supporting business growth.