Senior Sales Operations Specialist

About the Company

At Redpin we simplify life's most important payments. Buying a new property overseas can be a stressful time, especially when it comes to moving your money. Through our Currencies Direct and TorFX brands we've been helping people do just that for over 25 years. With recent investment we're now on a mission to build a new range of digital products and services that will make moving money Internationally for Real Estate purchases even easier

We're on a mission to become the solution for Real Estate payments everywhere. To do this, we are transitioning our business from a horizontal FX platform to a verticalized, embedded software company, as we look to the future and Redpin 2.0.

About the Role

We are seeking a detail-oriented and proactive Senior Sales Operations Specialist to support our sales team by managing backend processes, optimizing lead flow, and ensuring seamless operations within Salesforce. This role is critical to maintaining the efficiency and accuracy of our sales pipeline and internal task queues.

What You'll Do

• Opportunity & Task Management
  
  • Monitor and update sales opportunities in Salesforce
  • Track and assign tasks to relevant sales team members
  • Ensure timely follow-up and closure of sales activities
• Queue Management
  
  • Regularly clear and maintain internal queues to avoid bottlenecks
  • Prioritize and escalate tasks as needed to ensure smooth workflow
• Salesforce Backend Operations
  
  • Perform data entry, validation, and maintenance in Salesforce
  • Generate reports and dashboards to support sales insights
  • Troubleshoot and resolve Salesforce-related issues
• Lead Sorting & Assignment
  
  • Review incoming leads and categorize based on predefined criteria
  • Assign leads to appropriate departments or sales representatives
  • Ensure lead distribution aligns with business priorities and capacity

What You'll Need

• Bachelor's degree in Business, Marketing, or related field
• 2+ years of experience in sales operations or CRM management
• Proficiency in Salesforce
• Strong organizational and multitasking skills
• Excellent communication and analytical abilities
• Experience with queue-based task systems
• Familiarity with sales funnels and lead qualification processes
Ability to work independently and collaboratively in a fast-paced environment

Bonus Points

• Salesforce Certification