[Hiring] Sales Operations Generalist @Kapitus

Role Description

The Sales Operations Generalist plays a critical role in supporting and optimizing sales processes, systems, and data to drive efficiency and performance across the organization. This role focuses on maintaining operational excellence, ensuring process compliance, and proactively identifying opportunities to improve workflows, tools, and data integrity within the sales function.

• Create Standard Operating Procedures (SOPs) to document and standardize key sales operations workflows and processes.
• Develop and maintain policy documentation to ensure clear, consistent guidelines across the sales function.
• Review existing sales processes to identify and recommend more efficient ways of working for sales teams.
• Perform data entry and cleanup initiatives to support the overall accuracy and integrity of information in Salesforce.
• Assist in the creation and maintenance of sales operation procedure documentation and training materials.
• Assist with the day-to-day execution of sales operations tasks to ensure consistency and accuracy across the department.
• Support the monitoring of sales processes and report on adherence to established policies.
• Help identify process gaps or inefficiencies and provide administrative support to implement improvements.
• Assist sales teams by ensuring operational tasks, approvals, and documentation are completed correctly and on time.
• Support Salesforce maintenance by investigating basic issues, updating records, and assisting with user access or partner logins.
• Help track and compile data for operational reports and compliance monitoring.
• Collaborate with the Sales Enablement Director, other Sales Operations team members, and various departments on projects to help refine workflows and improve cross-functional efficiency.

Qualifications

• 2+ years of experience in sales operations, administration, or a related support role.
• Strong organizational skills and high attention to detail.
• Ability to follow established procedures and handle repetitive tasks with accuracy.
• Proficiency in Salesforce (experience with basic data entry and navigation).
• Experience using Jira for tracking tasks and following workflows.
• Strong communication skills to effectively assist team members and report findings.
• Ability to multitask and prioritize tasks in a fast-paced environment.
• A helpful, solutions-oriented mindset with a willingness to learn and support team goals across the organization.

Benefits

• Competitive Base Salary Range of $64,100 to $102,900.
• Annual Incentive Compensation Eligibility – Up to 10% annually.
• Health Insurance: Comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC).
• Flexible Spending Account: Set aside pre-tax dollars for qualified out-of-pocket expenses.
• Lifestyle Spending Account: Employer sponsored post-tax benefits for physical, mental, and financial well-being.
• 100% Company Paid Insurances: Basic short-term and long-term disability insurance, as well as vision insurance.
• Voluntary Insurance: Supplemental life insurance and enhanced short- and long-term disability coverage available.
• Paid Maternity and Parental Leave: Company-paid leave beyond state-mandated policies.
• Commuter Benefits: Pre-tax benefits on parking and commuter expenses.
• LifeBalance Program: Membership offering discounts on outdoor activities, arts, health, and fitness.
• Plum Benefits Discount Program: Access to exclusive discounts on shows, travel, car rentals, and more.
• Tuition Reimbursement: Up to $5,000 annually for further education and career development events.
• Travel Reimbursement: For all work-related travel.
• Paid Time Off and Sick Time.
• Retirement Benefits: 401K plan with a 25% match on contributions, up to 6% of annual salary.