Sales Operations Specialist, Sales Experience

Posted 3 Days Ago
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Addison, TX, USA
In-Office
Mid level
Industrial • Manufacturing
The Role
Coordinates sales personnel onboarding and offboarding across HR, IT, Sales Leadership, and Sales Operations. Manages FreshService workflows, system access provisioning, ticket SLAs, process documentation, hypercare, reporting, and continuous workflow improvement. Maintains accurate transition records, resolves process gaps, and supports operational projects and system initiatives.
Summary Generated by Built In
Acumed LLC

As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you’ll be doing things that matter, leading at every level, and winning a better way. We’re committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone’s empowered to be their best.

Job Scope

The Sales Operations Specialist is responsible for coordinating and executing sales personnel onboarding and offboarding, with a focus on operational accuracy, systems management, and cross-functional coordination. This role partners with IT, HR, Sales Leadership, and Sales Operations to ensure workflows for the U.S. Sales channel are effectively executed and continuously improved.

A key responsibility is designing and managing onboarding and offboarding workflows through FreshService, including tracking tickets for system access and sales tools. This role serves as the operational owner of these processes, helping ensure timely execution and seamless transitions for new and departing sales personnel.

This position requires technical aptitude, strong process discipline, attention to detail, and effective cross-functional collaboration.

Duties/Responsibilities

  • Own and manage onboarding and offboarding processes for sales-specific systems and processes.

  • Coordinate with HR, Sales Leadership, and IT to ensure required tasks are completed accurately and on time.

  • Ensure timely provisioning and de-provisioning of system access and credentials, including reporting tools, sales rosters, enablement platforms, compliance software, SAP, and other systems.

  • Maintain and continuously improve standardized checklists, templates, workflows, and process documentation.

  • Identify and proactively resolve or escalate onboarding/offboarding gaps and delays.

  • Own the hypercare process and meetings for onboarding new independent consultant partners.

  • Serve as the primary operational contact for Sales onboarding/offboarding workflows within FreshService.

  • Partner with IT to translate business needs into structured ticketing workflows, system access requests, automation rules, and service catalog processes.

  • Monitor ticket SLAs and drive timely resolution of onboarding/offboarding requests.

  • Optimize systems and workflows to improve efficiency, accuracy, and scalability.

  • Track sales personnel transitions and maintain accurate onboarding/offboarding records.

  • Support reporting on cycle times, ticket resolution, and process compliance.

  • Assist Sales Operations with ad hoc operational projects and system-related initiatives.

Qualifications

  • Bachelor’s degree in Business, Information Systems, Operations, or a related field preferred.

  • 2–4 years of experience in Sales Operations, Human Resources, IT Operations, or a related operational role.

  • Experience with ticketing systems such as FreshService, ServiceNow, Jira Service Management, or similar platforms.

  • Understanding of onboarding/offboarding processes, preferably within a sales or commercial environment.

  • Experience managing cross-functional workflows involving IT, HR, and business stakeholders.

  • Strong technical aptitude and understanding of systems, access management, and workflow configuration.

  • Highly organized and detail-oriented, with the ability to manage multiple concurrent processes.

  • Strong communication and coordination skills with the ability to drive accountability across teams.

Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.

We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to [email protected], and please be sure to include the title and the location of the position for which you are applying.

Skills Required

  • Bachelor's degree in Business, Information Systems, Operations, or a related field
  • 2-4 years of experience in Sales Operations, Human Resources, IT Operations, or a related operational role
  • Experience with ticketing systems such as FreshService, ServiceNow, Jira Service Management, or similar platforms
  • Understanding of onboarding and offboarding processes, preferably within a sales or commercial environment
  • Experience managing cross-functional workflows involving IT, HR, and business stakeholders
  • Strong technical aptitude and understanding of systems, access management, and workflow configuration
  • Highly organized and detail-oriented, with the ability to manage multiple concurrent processes
  • Strong communication and coordination skills with the ability to drive accountability across teams
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The Company
HQ: Chicago, IL
485 Employees

What We Do

Marmon Holdings, a Berkshire Hathaway company, comprises more than 120 autonomous businesses serving diverse industries and markets worldwide

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