• Own day-to-day sales operational workflows, ensuring consistency and efficiency from lead to close. • Maintain CRM hygiene and data integrity across Salesforce, Zoho, and related tools. • Support deal creation, updates, approvals, and close processes. • Manage order operations, including hardware orders and billing coordination. • Partner with Sales leadership on pipeline management, deal inspection, and reporting. • Build and maintain dashboards and reports (pipeline, bookings, attainment, pacing). • Ensure accurate tracking of quota, bookings, and revenue attribution. • Support the forecasting cadence and improve reporting accuracy (monthly, quarterly, annual). • Help align stage definitions, metrics, and lifecycle reporting across Sales, Marketing, and Customer Success. • Assist in improving lead flow, routing, and handoffs. • Identify operational gaps and recommend process and system improvements to support scale. • Partner with Rev Ops and Finance on revenue reporting and reconciliation. • Own and maintain sales process documentation, including workflows, definitions, and best practices. • Create and update playbooks, SOPs, and internal sales guides. • Ensure documentation stays current as tools, processes, and policies evolve. • Support new hire onboarding from an operational perspective (tools, process, CRM usage). • Partner with Sales leadership to support training rollouts related to process or system changes. • Act as a resource for sales reps on how to execute within defined processes.