Job description · Sales and lead generation · Full-time
Sales Operations Assistant job description
A sales operations assistant runs the data, reports, and tools that a sales team depends on. They track commissions, build dashboards, manage territories and lists, and make the numbers trustworthy.
Responsibilities
- Build and maintain sales dashboards and weekly reports
- Track quotas, commissions, and attainment
- Manage lead routing rules and territory assignments
- Audit CRM data quality and fix gaps
- Support forecasting with clean pipeline data
- Document sales processes and tool guides
Requirements
- Two or more years in sales operations, revenue operations, or analysis
- Strong Excel or Google Sheets skills
- CRM reporting experience
- Detail-oriented with numbers
- Clear communicator of insights
Tools
- HubSpot or Salesforce
- Google Sheets or Excel
- Looker Studio or Power BI
- Zapier
What success looks like after 90 days
- One trusted weekly sales dashboard
- Commission calculations documented and on time
- Lead routing rules written down and working
Screening questions
Ask these before you book an interview.
- Which sales reports have you built?
- Have you calculated commissions?
- Rate your spreadsheet skills and give an example.
- This is a full-time role working set hours each business day. Can you commit to that schedule?
Interview questions
- The forecast missed by 30% last quarter. Where do you look first?
- How would you design lead routing for three reps?
- Walk me through a dashboard you built.
- How do you get reps to keep data clean?
Hiring tip
Give a short spreadsheet test with messy pipeline data. Clean, correct numbers in 30 minutes predict success better than tool lists.
Sales Operations Assistant hiring FAQ
What does a Sales Operations Assistant do?
A sales operations assistant runs the data, reports, and tools that a sales team depends on. They track commissions, build dashboards, manage territories and lists, and make the numbers trustworthy. Day to day, the role covers work such as: build and maintain sales dashboards and weekly reports, track quotas, commissions, and attainment, and manage lead routing rules and territory assignments.
How much does it cost to hire a full-time Sales Operations Assistant from the Philippines?
We place a full-time Sales Operations Assistant from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund. The price is a flat monthly rate for a dedicated full-time hire.
What skills should a Sales Operations Assistant have?
Look for: two or more years in sales operations, revenue operations, or analysis, strong Excel or Google Sheets skills, CRM reporting experience, and detail-oriented with numbers. Common tools include HubSpot or Salesforce, Google Sheets or Excel, Looker Studio or Power BI, and Zapier.
What should a Sales Operations Assistant achieve in the first 90 days?
One trusted weekly sales dashboard, commission calculations documented and on time, and lead routing rules written down and working.
Can I copy and edit this Sales Operations Assistant job description?
Yes. Copy it with one click, edit it for your business, and post it anywhere. For a version built from your own task list, open it in our free job description generator, or book a strategy call and we will find the hire for you.
Want us to find your Sales Operations Assistant?
We place a full-time Sales Operations Assistant from the Philippines for $1,800 a month. Every candidate passes our top 2% vetting, starts within 14 days, and comes with a 1-week trial backed by a replacement or refund.