Sales Operations Specialist

2 weeks ago

Phoenix, United States Lofty Full time

We are on the lookout for a Sales Operations Specialist to join our growing team


Who are we?

Lofty is a high-growth, global SaaS company serving the residential real estate market. Our suite of tools addresses the daily pain points faced by agents, empowering them to launch effective marketing campaigns, track leads' activities, build lasting customer relationships, and efficiently manage teams. As a leader in our industry, we are seeking a highly motivated Sales Operations Specialist to join our team and drive growth within the industry Join us on our exciting journey and help shape the future of technology within the real estate space


What’s the job?

We are seeking a dedicated and detail-oriented Sales Operations Specialist to streamline our sales processes, enhance operational efficiency, and support our sales team. This role will centralize key administrative and operational duties, ensuring our sales staff can focus on their core activities. The ideal candidate will have a strong background in sales support, data analysis, CRM management, and excellent organizational skills.


Administrative Duties

  • Urgent Order Updates – Deal Desk
  • Manage contracts, proposals, and sales documentation.
  • Provide support for individual sales reps with administrative tasks.
  • Commission Calculations

Sales Process Management

  • Develop and maintain standardized sales processes for both Inside Sales (IS) and Enterprise Sales (ENT) teams.
  • Ensure process consistency and data accuracy in sales and marketing systems.

Discount Management

  • Implement and uphold company standards for discounts.
  • Manage the "deal desk" to ensure objectivity in discount requests.
  • Lead List Management
  • Create and maintain lead lists to support sales activities.
  • Conduct online research and list building to map out brokerages.

Data Reporting and Analysis

  • Report on customer cancellation data to support the Customer Value Team (CVT), and Revenue Retention Team.
  • Develop and maintain reports and key performance indicators (KPIs) to support strategic decision-making.
  • Reconcile new sales data to ensure accuracy, including discounts and credits.

CRM and Sales Tools Management

  • Manage and ensure effective CRM system usage.
  • Maintain sales-related data in CRM and other sales tools.
  • Provide training and support to the sales team on using sales tools.

Collaboration and Coordination

  • Collaborate with cross-functional teams including finance, marketing, and operations to implement new processes.
  • Coordinate with Sales Leadership to ensure seamless pass-off of deal desk data for client account updates.


What are we looking for?

  • At least 3-5 years of experience in sales operations, sales support, or a related field.
  • Bachelor's degree preferred.
  • Proficiency in CRM systems (e.g., Salesforce).
  • Advanced Excel skills and experience with data analysis tools (e.g., Tableau, AWS QuickSight).
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.


Anything else? Absolutely Benefits and Perks:

This is a place where every day we are inspired by our teammates, encouraging each other to be our best. The environment is friendly and supportive And we feel it’s important to reward our team with competitive pay and benefits. Here are some of the highlights:

  • Health Insurance: FREE medical coverage for employees for one of our plan options And the ability to add dependents or choose an alternative plan and still receive a credit to keep costs down.
  • Paid Time Off: Work hard, play hard In addition to 10 holidays, we offer paid discretionary time off so that you can achieve a healthy work-life balance.
  • Paternity Leave: We support our team members as they grow their families Once you qualify for FMLA, you are eligible to receive up to 6 weeks of paid paternity time to bond with a new child.
  • Employee Assistance Program: We are proud to offer free access to SupportLinc, a global platform that provides on-demand care as you navigate personal or professional challenges. This confidential and compassionate support system is available to you and your family members anytime you need help.
  • Team Building: We may work across time zones and countries, but we’re still united. We host a monthly schedule of virtual team activities, town halls, open Q&A sessions, and other special events…so many fun ways for us to connect and support one another.
  • Growth Opportunities: When our people grow…we grow We offer leadership training, development journeys for core teams, and coaching/mentoring opportunities. Constant growth and development are inherent in our culture.
  • Tools To Do The Job: We ensure you are hooked up with the tools, equipment, and systems you need. We begin the process prior to your start date, so you are ready to rock ‘n roll on your first day.
  • What Else? We provide a 401(k) company match and 100% company-paid life/AD&D insurance/short-term disability. Our ultimate goal is to support you and your overall wellness.

Join our growing team and let’s have fun building this business together

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