AI Native, Business Operations & Sales Operations Specialist

The Business Operations & Sales Operations Specialist supports Marketplace and Client Success by managing systems, data, and operational processes. Reporting to the Sr. Manager of Marketplace Operations, this role is responsible for ensuring business systems and initiatives are implemented effectively and consistently across the organization.

This position focuses on aligning systems, data, and workflows to improve efficiency, support decision-making, and enable scalable growth.

Systems & Technical Ownership

• Own and optimize core platforms (Salesforce, Retool, JIRA, etc.)
• Lead the implementation and adoption of a core CRM and customer data platform
• Understand and help manage data flows across systems
• Evaluate and implement tools, automation, and integrations

Data & Integrations

• Analyze operational and sales data to identify trends and gaps
• Write and run queries (e.g., Snowflake)
• Support and assist with the implementation of API integrations
• Troubleshoot system, integration, and data issues

Process & Execution

• Collaborate with stakeholders to define scope and functional requirements
• Implement and scale processes designed by Business Ops leadership
• Identify inefficiencies and improve workflows
• Maintain clear documentation

Enablement & Support

• Own training and onboarding for systems and processes
• Drive adoption and consistent usage across teams
• Act as a go-to resource for troubleshooting

Operations & Cross-Functional Support

• Support sales and client success operations (pipeline visibility, process improvements)
• Execute cross-functional initiatives across Product, Compliance, Sales, and Client Success
• Own project management for Business Ops initiatives

Automation & Infrastructure

• Build and test prototypes or lightweight tools to support operations
• Support AI and automation initiatives
• Identify and resolve technical debt
• Improve system integrations and user experience flows