Senior Sales Operations Specialist

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in San Jose, San José, CRI
In-Office or Remote
Senior level
Information Technology • Consulting
The Role
Supports sales effectiveness through CRM administration, data governance, reporting, pipeline management, territory and quota administration, process automation, and sales enablement. Develops dashboards and analyses, maintains data integrity, identifies process improvements, supports forecasting and business reviews, and trains sales users on systems and operational processes.
Summary Generated by Built In
Company Description

Hitachi Solutions is a global Microsoft solutions integrator passionate about developing and delivering industry-focused solutions that support our clients to deliver on their business transformation goals. Our industry focus, expertise, and intellectual property is what truly sets us apart.  We have earned, and continue to maintain, a strategic relationship with Microsoft.  Recognized for our achievements - teaming with our clients to deliver innovative digital solutions and services - is how we have achieved year after year recognition.

As their trusted advisor, we support our clients to deliver on their strategic business initiatives as they unify, automate, and modernize their data and operations to increase efficiency, reduce costs, and enhance their customer’s experience. Our over 3,000 team members across 14 countries, and our 18 years of 100% focus on Microsoft technologies and business applications, is how we deliver excellence through expert services and industry-focused cloud solutions.  

A part of Hitachi, Ltd., our company has a long and rich history of innovation, financial strength, and international presence of one of the world’s largest companies. Since 1910, Hitachi, Ltd. has been a leader in manufacturing innovative products and solutions that support industry and social infrastructure around the globe supported by 303,000 employees in over 100 countries and across 864 companies.

Job Description

Sales Operations Sr. Specialist

Position Summary

The Senior Sales Operations Specialist supports the effectiveness and efficiency of the sales organization through process optimization, data analysis, reporting, CRM administration, and sales enablement activities. This role serves as a trusted operational partner to sales leadership, providing insights, maintaining data integrity, supporting territory and quota processes, and driving operational excellence through analytics and automation.

Key Responsibilities

Sales Operations Support

  • Support sales processes and operational initiatives that improve productivity and business outcomes.
  • Identify opportunities for process improvements and recommend solutions that increase efficiency.
  • Partner with stakeholders across Sales, Marketing, Finance, and Operations to support business objectives.

CRM & Data Management

  • Maintain CRM data integrity through ongoing audits, cleansing activities, and governance processes.
  • Manage account hierarchies, territory assignments, and sales data structures.
  • Monitor data quality metrics and recommend corrective actions.

Reporting & Analytics

  • Develop and maintain dashboards, reports, and scorecards that provide visibility into sales performance.
  • Support forecasting, pipeline analysis, and business reviews through data-driven insights.
  • Assist in maintaining reporting consistency and standardized metric definitions.

Pipeline Management

  • Monitor pipeline health and identify exceptions such as stalled opportunities, missing next steps, or inaccurate close dates.
  • Create and maintain CRM reports, alerts, and workflows supporting pipeline inspection processes.

Territory, Account & Quota Administration

  • Assist with territory planning and account alignment activities.
  • Support annual quota administration and ongoing quota adjustments.
  • Generate analyses to support coverage and capacity planning decisions.

Automation & Process Improvement

  • Support the implementation of workflow automation and operational enhancements.
  • Identify opportunities for AI-enabled efficiencies and automation.
  • Test, document, and support deployment of new tools, reports, and processes.

Sales Enablement Support

  • Create and maintain sales resources, documentation, job aids, and process guides.
  • Provide system and reporting training to sales users.
  • Serve as a subject matter expert on sales systems and operational processes.

Qualifications

Education

  • Bachelor's degree in Business Administration, Finance, Analytics, Information Systems, or related discipline.

Experience

  • 4–7 years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Analytics, or a related field.
  • Experience supporting CRM platforms such as Dynamics CE.
  • Demonstrated experience with dashboards, reporting, and business analytics.
  • Experience working with cross-functional business teams.

Technical Skills

  • Advanced Excel skills.
  • CRM administration and reporting experience.
  • Experience with Power BI, Tableau, or similar reporting tools.
  • Data analysis and process documentation skills.
  • Familiarity with automation and AI-enabled productivity tools preferred.

Additional Information

We are an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

All your information will be kept confidential according to EEO guidelines

#REMOTE

#LI-JH1

Beware of scams

Our recruiting team may communicate with candidates via our @hitachisolutions.com domain email address and/or via our SmartRecruiters (Applicant Tracking System) [email protected] domain email address regarding your application and interview requests.  

All offers will originate from our @hitachisolutions.com domain email address. If you receive an offer or information from someone purporting to be an employee of Hitachi Solutions from any other domain, it may not be legitimate.

Skills Required

  • Bachelor's degree in Business Administration, Finance, Analytics, Information Systems, or a related discipline.
  • 4-7 years of experience in Sales Operations, Revenue Operations, Business Operations, Sales Analytics, or a related field.
  • Experience supporting CRM platforms such as Dynamics CE.
  • Experience with dashboards, reporting, and business analytics.
  • Experience working with cross-functional business teams.
  • Advanced Excel skills.
  • CRM administration and reporting experience.
  • Experience with Power BI, Tableau, or similar reporting tools.
  • Data analysis and process documentation skills.
  • Familiarity with automation and AI-enabled productivity tools.
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The Company
HQ: Irvine, CA
768 Employees
Year Founded: 1971

What We Do

Hitachi Solutions is a global IT consulting and services firm. We are a 100% Microsoft platform focused organization, where people and customers are always our top priority. Hitachi Solutions' mission has always been “to contribute to society through the development of superior, original technology and products”. That statement of purpose works in tandem with that of Microsoft's mission which is “to empower every person and every organization on the planet to achieve more.”’ Fostering customer evolution is our collective goal. Industry focused - our team of 3,500+ subject matter experts and professionals from across the globe, build forward thinking and sustainable business modernization solutions. Starting at concept 1 and iterating to an open-ended finish, we ensure that our resting foothold leaves our customers with a springboard platform to adapt, grow and thrive. Empowering those companies to flourish in the ever-changing competitive landscape, through Microsoft technology and business applications. Hitachi Solutions is part of Hitachi, Ltd. — one of the largest organizations in the entire world. We are fortunate to be a part of our parent company's rich history and extraordinary network of innovators. This internal circuitry allows us osmotic learning from over 850 companies that make up the Hitachi conglomerate, worldwide.

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