Lead Sales Operations Specialist - IntelliScript

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lead Sales Operations Specialist - IntelliScript based in United States.

This is a hands-on sales operations leadership role focused on strengthening the processes, data, tools, and insights that power a high-performing go-to-market organization.

You will work across Sales, Marketing, Finance, Client Relationship Management, and other teams to improve operational efficiency and support sustainable revenue growth.

The role combines sales analytics, CRM management, proposal and RFP coordination, reporting, workflow optimization, and technology enablement.

You will turn complex commercial data into clear insights that help leadership make informed decisions and improve sales performance.

A key part of the position will be identifying opportunities for automation, integration, process improvement, and stronger operational standards.

You will independently lead projects from concept through execution while balancing multiple priorities and maintaining a high level of accuracy.

This opportunity is well suited to an analytical, proactive professional who enjoys solving problems, improving systems, and translating data into measurable business outcomes.

Accountabilities:

• Manage and continuously optimize day-to-day and long-term sales operations processes, workflows, and operating practices.
• Support proposal and Request for Proposal (RFP) activities by coordinating stakeholders, gathering required information, managing timelines, and ensuring accurate deliverables.
• Maintain, improve, and ensure the accuracy and integrity of Customer Relationship Management (CRM) and prospect data.
• Build and maintain sales reports, dashboards, performance analytics, and other management reporting tools.
• Analyze sales, marketing, financial, pipeline, retention, growth, and broader go-to-market data to identify trends, opportunities, risks, and performance gaps.
• Translate analytical findings into clear, actionable recommendations that support revenue growth and more effective go-to-market execution.
• Identify opportunities to streamline workflows, eliminate unnecessary manual activities, and improve operational efficiency across sales and marketing functions.
• Identify, implement, and leverage automation and system integration opportunities to reduce manual work, strengthen data quality, and improve consistency.
• Establish and maintain transparent sales operations standards, processes, documentation, and quality controls.
• Partner closely with Sales, Marketing, Finance, Client Relationship Management, and other internal teams on cross-functional initiatives and operational improvements.
• Lead projects independently from initial concept and requirements gathering through implementation, delivery, and follow-up.
• Provide leadership with accurate reporting, analysis, and business insights to support strategic and operational decision-making.
• Help improve the effectiveness, consistency, and scalability of go-to-market processes as the organization grows.
• Handle sensitive and confidential commercial information with appropriate discretion and attention to regulatory requirements.

Requirements:

• Bachelor’s degree in any field is required.
• At least 7 years of experience in sales operations, sales analytics, business operations, finance, or another highly analytical business function.
• Strong analytical and problem-solving abilities, with demonstrated success translating data into practical business recommendations.
• Experience working with Customer Relationship Management (CRM) systems in an enterprise Business-to-Business (B2B) Software as a Service (SaaS) environment.
• Experience with Salesforce and related CRM integrations or adjacent sales technology platforms is strongly valued.
• Strong attention to detail and a consistent commitment to data accuracy, quality, and operational integrity.
• Demonstrated ability to manage multiple projects, priorities, and deadlines within a matrixed and cross-functional environment.
• Strong business acumen, with the ability to connect sales, marketing, financial, and operational data to broader business objectives and revenue outcomes.
• Highly organized, proactive, self-motivated, and comfortable taking ownership of challenges through resolution.
• Ability to work independently with minimal supervision while building strong relationships across Sales, Marketing, Finance, Client Relationship Management, and other functions.
• Excellent written and verbal communication skills, with the ability to explain complex information clearly to colleagues, leadership, clients, and prospects.
• Comfortable working directly with clients and prospects to understand their needs, explain processes or system capabilities, and provide appropriate operational or technical guidance.
• Adaptable and curious, with the ability to quickly learn and apply new technologies, systems, tools, and techniques.
• Demonstrated ability to work effectively within established processes while proactively identifying opportunities to improve efficiency and strengthen operations.
• Experience handling confidential or sensitive information is important, particularly within regulated environments involving requirements such as the Health Insurance Portability and Accountability Act (HIPAA) and Fair Credit Reporting Act (FCRA).
• Experience in an enterprise B2B or SaaS environment is a plus.
• Experience working in regulated industries is an additional advantage.

Benefits:

• Competitive compensation with an overall salary range of $78,800 to $177,675, with the applicable range varying by location and level of experience.
• For eligible locations with higher compensation ranges, salary may range from $90,620 to $145,130 for candidates with less than 10 years of experience and $107,755 to $177,675 for candidates with more than 10 years of experience.
• In other states, salary may range from $78,800 to $126,200 for candidates with less than 10 years of experience and $93,700 to $154,500 for candidates with more than 10 years of experience.
• Comprehensive medical, dental, and vision coverage for employees and eligible dependents.
• Employee Assistance Program (EAP) providing confidential support for personal and work-related challenges.
• 401(k) plan with company matching and profit-sharing contributions.
• Discretionary bonus program recognizing employee contributions.
• Flexible Spending Accounts (FSA) for eligible medical, dependent care, transportation, and other qualified expenses.
• Paid time off (PTO) beginning to accrue from the first day of employment, with full-time employees accruing 15 days per year.
• At least 10 paid holidays per year.
• Family-building benefits, including adoption and fertility assistance.
• Up to 11 weeks of paid parental leave for eligible employees.
• Life insurance and Accidental Death & Dismemberment (AD&D) coverage with premiums fully covered.
• Short-term and long-term disability coverage fully paid by the employer.
• Remote work flexibility for candidates located anywhere in the United States.
• Opportunities for professional development, skills training, mentoring, and continued career growth.
• The opportunity to work across multiple commercial functions while influencing sales performance, operational efficiency, technology adoption, and go-to-market strategy.
• Travel to an office location in Wisconsin may be required as needed, along with nationwide travel for meetings, conferences, and team events.