Sales CRM Operations Specialist (Backoffice)
Full Time Employee
Job Summary
This role is responsible for supporting the sales team through administration, CRM management, proposal coordination, client follow-up processes, etc.
Job Description
This role is responsible for supporting the sales team through administration, CRM management, proposal coordination, client follow-up processes, reporting, and workflow management. The successful candidate will help create structure, consistency, and visibility within the sales process while reducing administrative workload for the sales team. This is not a direct sales or cold-calling role. The primary focus is: - Sales operations
- CRM administration
- Proposal coordination
- Process improvement
- Reporting
- Client communication support
Key Objectives The successful candidate will help Radiant Sole: - Improve sales process consistency
- Improve CRM accuracy and visibility
- Increase proposal turnaround speed
- Ensure consistent client follow-up
- Reduce administrative burden on sales staff
- Improve reporting and forecasting visibility
- Build scalable sales systems and workflows
Core ResponsibilitiesCRM & Pipeline Management - Maintain and manage Pipedrive CRM
- Create and update leads, opportunities, and contacts
- Ensure pipeline information remains accurate and up to date
- Monitor opportunity progression through sales stages
- Track sales activities and follow-up requirements
- Maintain CRM data integrity
- Produce sales pipeline reports and dashboards
Proposal & Estimating Support - Prepare proposal documents and templates
- Coordinate proposal revisions and updates
- Gather information required for estimating and quoting
- Assist with quantity take-offs and project information collection
- Maintain proposal libraries and template databases
- Track proposal status from issue through to approval
Client Follow-Up & Coordination - Schedule follow-up activities
- Monitor outstanding proposals and opportunities
- Assist with client communication
- Coordinate with internal team - meetings, site visits, and appointments
- Ensure follow-up actions are completed
- Help maintain a professional and responsive client experience
Sales Administration - Support day-to-day sales administration
- Maintain project and sales documentation
- Organize electronic files and records
- Assist with sales reporting and performance tracking
- Prepare meeting agendas and action items
- Assist with client onboarding processes
- Support the handoff of projects from sales to operations
Process Improvement & Systems Development - Assist in documenting sales processes and SOPs
- Improve CRM utilization and consistency
- Identify workflow improvements and automation opportunities
- Support implementation of sales tools and systems
- Assist with integration between CRM and operational software platforms
Client Experience Support - Support client database management
- Assist with client communications
- Support referral and relationship-building initiatives
- Help improve overall client engagement processes
Required Skills & Experience Essential - Excellent written and spoken English
- Strong organizational and administrative skills
- CRM experience (Pipedrive preferred)
- Microsoft 365 proficiency
- Strong attention to detail
- Process-oriented mindset
- Ability to work independently
- Strong time management skills
- Experience supporting a sales or business development team
Preferred - Construction industry experience
- Estimating support experience
- Proposal coordination experience
- Project management software experience
- Sales operations or revenue operations experience
Personal Attributes We are looking for someone who is: - Highly organized and detail-oriented
- Reliable and proactive
- Process-driven and tech-savvy
- A strong communicator, comfortable working remotely
- Comfortable identifying inefficiencies and suggesting improvements
- Able to keep multiple priorities moving simultaneously
Key Performance Indicators (KPIs) CRM & Pipeline Management - CRM accuracy
- Pipeline reporting accuracy
- Opportunity update compliance
Proposal Coordination - Proposal turnaround time
- Proposal tracking accuracy
- Template consistency
Client Follow-Up - Follow-up completion rate
- Outstanding opportunity management
- Client response times
Administration - Documentation accuracy
- Reporting completion
- Meeting / action item completion
Process Improvement - SOP creation and maintenance
- Workflow improvements implemented
- Automation opportunities identified
- Overall sales process efficiency improvements
Future Growth Opportunities This role may develop into: - Senior Sales Operations Coordinator
- Revenue Operations (RevOps) Coordinator
- Business Operations Coordinator
- Client Success Coordinator
- Sales Manager
Ideal Candidate Profile We are not looking for a traditional salesperson. We are looking for someone who enjoys: - Building structure and managing systems
- Coordinating processes and maintaining CRM accuracy
- Supporting a high-performing sales team
- Improving workflows and creating operational efficiency
The ideal candidate thrives in organized environments and enjoys making processes run smoothly behind the scenes.
