Sales Operations - Process & Technology Specialist

Responsibilities

• Supports implementation of various projects/initiatives. 

• Gathers business requirements/enhancements.

• Supports the team in business process improvements and documentation as needed for processes/technology. 

• Maintains and improves sales processes, CRM/CPQ capabilities. 

• Apply AI and automation tools (e.g., predictive scoring, next-best-action, conversational AI, Copilot-style tools) to improve sales efficiency

• Support adoption of AI-driven CRM capabilities such as lead scoring, opportunity prioritization, and sales activity recommendations

• Identify opportunities to automate manual sales operations processes using AI and workflow tools

• Partner with stakeholders on implementation of AI-enabled processes/ technology

• Collaborate with IT and other teams on system enhancements, AI use cases, and data integrations

• Communicates and works directly with CRM/CPQ users globally to help resolve their sales process/technology related questions/ issues.

• Validates changes through testing/UAT. 

• Collaborates across global teams for free flow of work, information, ideas, and technology.

• Follows the guidelines to work with teams including IT to analyze and implement solutions.

• Read and follow the Underwriters Laboratories Code of Conduct and follow all physical and digital security practices.

• Performs other duties as directed.

Qualifications

• Bachelors' degree or equivalent of education and 4+ years of relevant work experience. 
• Has working knowledge of Salesforce CRM and/or Oracle CPQ or similar technologies
• Demonstrates experience using AI, machine learning, or predictive analytics in a business or sales context
• Experience with AI-driven sales tools (e.g., predictive forecasting, lead/opportunity scoring, sales copilots)
• Advanced analytical skills with proficiency in Excel, SQL, BI tools, or similar technologies
• Critical thinking skills with strong business acumen and ability to translate insights into action.
• Excellent communication and stakeholder management skills
• Experience in business-facing activities such as requirements gathering, issue resolution
• Good understanding of Sales processes like leads, opportunities, quoting management
• Preferably has experience working in Salesforce CRM/Oracle CPQ environment.

This role drives the optimization of sales processes and technology by supporting CRM/CPQ enhancements and implementing AI-driven solutions to improve sales efficiency. It partners with business and IT stakeholders to gather requirements, streamline workflows, and enable capabilities such as lead scoring, opportunity prioritization, and automation. The specialist also supports global users, resolves system issues, and ensures successful adoption of tools through testing, documentation, and continuous process improvement. Ideal candidates bring strong Salesforce/CPQ experience, analytical skills, and a solid understanding of sales operations and AI-enabled technologies.