Job Description
Description
The Sales Operations Associate provides operational support to the Sales Operations team. This role focuses on maintaining accurate CRM records, supporting contract processing, and assisting with cross-functional coordination.
As a key connector between Sales Operations, Sales, Finance, Marketing, and Customer Success, this role demands strong coordination skills and critical thinking to ensure data integrity, streamline processes, and support strategic initiatives. This role will support the Sales Team primarily through Salesforce, synthesizing data across systems and enabling the team with timely follow-through and collaboration.
Requirements
Essential Duties and Responsibilities
· Manage contract intake and closing process, entering and updating information in Salesforce and ensuring required documentation is complete and communicated across departments.
· Maintain Salesforce data accuracy through regular updates and basic reporting.
· Manage workflows related to contract database, data integrity and integration workflows with legal, services and finance teams.
· Support renewal management within customer install base.
· Analyse and review Salesforce records for completeness and eliminate duplication.
· Respond to routine Sales Operations requests and escalate more complex issues as needed.
· Ensure required customer, account and contract information is properly documented and routed by coordinating with Sales, Finance, and Services.
· Compile data from Salesforce and Excel as requested.
· Enter and update campaign or lead information within Salesforce.
· Support user training, documentation and questions related to Salesforce functionality.
PLEASE NOTE: This is not an exhaustive list of all duties, responsibilities and requirements of the position described above. Other functions may be assigned and management retains the right to add or change duties at any time.
Minimum Qualifications, Education and Experience
· Bachelor’s degree or equivalent experience required.
· 3+ years of operational, sales support, or CRM-related experience required.
· Working knowledge of Salesforce highly preferred.
· Strong attention to detail and organizational skills.
· Ability to follow established processes and meet deadlines.
· Must be comfortable working within established processes in a fast-paced environment.
Quality Standards
· Communicates, cooperates, and consistently functions professionally and harmoniously with all levels of supervision, co-workers, visitors, and vendors.
· Demonstrates initiative, personal awareness, professionalism and integrity, and exercises confidentiality in all areas of performance.
· Follows all local, regional and country laws concerning employment.
· Follows all DeepHealth policies and procedures.
· Follows data privacy, compliance, safety and confidentiality standards at all times.
· Practices universal safety precautions.
· Promotes good public relations on the phone and in person.
· Adapts and is willing to learn new tasks, methods, and systems.
· Reports to work regularly as scheduled; consistently punctual with respect to working hours, meal and rest breaks, and maintains satisfactory personal attendance in accordance with DeepHealth guidelines.
· Completes job responsibilities in a quality and timely manner.
Physical Demands
This position often requires sitting, standing, walking, bending, twisting, reaching with hands and arms, using hands and fingers, handling, or feeling, speaking, listening, and high-level cognitive thinking. Also, must be able to lift up to 10 pounds occasionally.
Travel
This position requires domestic / international travel up to 10%.
Working Environment
Remote / Office / Hybrid
Accommodations
Reasonable accommodations may be made to enable people with disabilities to perform the essential functions of the job.
