Sales Operations Specialist

Summary

Join Field Nation as a Sales Operations Specialist and play a crucial role in supporting the Sales team, ensuring smooth customer onboarding, and maintaining efficient operational workflows. This position bridges Sales, Operations, and Customer Support, guaranteeing a seamless experience for both internal teams and clients. The ideal candidate is detail-oriented, process-driven, and proactive in resolving issues that impact customer experience or sales effectiveness. You will be responsible for supporting presales efforts, leading customer transitions, managing account setup, providing first-line support, monitoring Work Order approvals, contributing to workflow improvements, and addressing various sales operation issues. This role requires 5+ years of experience in sales operations, project management, customer success, or business operations, strong technical aptitude, excellent communication and problem-solving skills, and the ability to manage multiple priorities and work cross-functionally. Experience with workflow platforms, CRM systems, and customer onboarding processes is preferred.

Requirements

• 5+ years in sales operations, project management, customer success, or business operations
• Strong technical aptitude and experience supporting platform-based tools
• Excellent communication and problem-solving skills
• Proven ability to manage multiple priorities and work cross-functionally

Responsibilities

• Support presales efforts by setting up new customers on the platform
• Lead the transition of customers to the platform, including training and adoption support
• Manage customer account setup—configuring templates, permissions, and admin access
• Serve as the first line of support for customers experiencing platform-related issues
• Monitor customer approval of Work Orders; issue reminders and follow-ups to ensure timely action
• Contribute to the design and improvement of operational workflows and process delivery
• Support to Ensure the LSS process is functioning correctly within HIS (including DML processing)
• Escalate process or system issues to GM/VP for visibility and resolution
• Assist Sales in resolving accounting or operational blockers that impact deal flow or customer satisfaction
• Manage projects routed directly to partners (outside of Herman Tech Crew)
• Address any additional sales operation issues as they arise to support both the Sales and DML teams

Preferred Qualifications

Experience with workflow platforms, CRM systems, and customer onboarding processes preferred

Benefits

• Unlimited paid time off
• Annual vacation bonus - yes, we’ll pay you a bonus to take paid time off!
• Individualized growth + development plans
• Strong values around work/life balance
• Community involvement opportunities
• Competitive benefits: medical, dental, vision, paid parental leave + 401K
• Exposure to cutting-edge technologies to solve meaningful problems