Position Details

Salary $60K – $81K USD / year

Type Full-Time

Experience mid

Exp. Years 2+ years

Education Bachelor's degree or equivalent

Category Sales & Business Development

About this role

Supports planning, execution, and monitoring of marketing and sales initiatives from conception through completion; develops governance policies relevant to marketing and sales operations; documents policy updates; creates D365 dashboards and reports; monitors progress and analytics.

Key Responsibilities

Support planning, execution, and monitoring of marketing and sales initiatives
Develop governing policies for marketing and sales operations
Document policy updates including change management
Create D365 dashboards, reports, and visualizations to support adoption and management
Monitor project progress, metrics, and performance; escalate blockers as needed

Technical Overview

Tech scope includes Dynamics 365 CRM, Excel, SQL, and Workday data; dashboard/reporting for adoption and management; governance and change management.

Ideal Candidate

The ideal candidate is a mid-level Sales Operations professional with 2+ years of professional services CRM and D365 experience, strong Excel and SQL skills, and solid project management capabilities to build dashboards and governance.

Must-Have Skills

Bachelor’s degree or equivalent2+ years of sales operations experience in a professional services firm2+ years of project management experienceExperience with full cycle sales processesAdvanced proficiency in ExcelFoundational SQL experienceCRM experience

Nice-to-Have Skills

Track record of strong sales resultsExperience with CRM systems beyond D365 (e.g.Salesforce)Experience with data analytics/toolsBachelor's degree from a competitive college/university

Tools & Platforms

Dynamics 365ExcelSQLWorkday

Required Skills

Bachelor’s degree or equivalent2+ years of sales operations experience in a professional services firm2+ years of project management experienceexperience with full cycle sales processesAdvanced proficiency in ExcelFoundational SQL experienceClearconciseand advanced oral and written communication skillsAbility to planprioritizeand organize multiple projects simultaneously under pressure and time deadlinesAbility to analyze data and recommend solutionsAbility to navigate through ambiguity and approach opportunities in a flexible and creative manner

Hard Skills

Dynamics 365 (D365)ExcelSQLWorkdayDashboardsReportsCRMPolicy governanceChange managementProject management

Soft Skills

CommunicationAnalytical thinkingAttention to detailTime managementAmbiguity toleranceCross-functional collaboration

Industry & Role

Industry Consulting

Job Function Enable data-driven sales operations and governance through D365 and analytics to drive growth

Role Subtype Sales Operations

Keywords for Your Resume

Sales Operations SpecialistDynamics 365D365CRMExcelSQLWorkdayDashboardsReportspolicy governancechange managementproject managementprofessional servicesremotegrowth intelligenceinsightsaccount managementlead managementopportunity managementdynamics 365crmexcelsqlworkdaydashboardsreports

Deal Breakers

No CRM experience, No Excel/SQL skills, No project management experience, Lack of Bachelor's degree or equivalent

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile