- Establish, document, and continuously improve sales processes and procedures across the full sales cycle, including lead qualification, discovery, product demonstrations, closing, and handoffs between BDRs, SDRs, Account Executives, and Demo Specialists.
- Identify gaps, inefficiencies, and inconsistencies in existing sales processes and implement practical, scalable improvements.
- Collaborate with sales representatives and leadership to capture best practices and translate them into repeatable processes, procedures, and tools.
- Create and maintain clear standard operating procedures, workflows, and supporting documentation to promote consistent execution across the sales organization.
- Act as the primary Zoho CRM subject-matter expert and administrator for the sales team.
- Configure and optimize Zoho CRM, including custom modules, fields, layouts, views, workflows, blueprints, automations, and dashboards.
- Build guided processes within Zoho CRM that help sales representatives follow the appropriate steps at each stage of the sales cycle.
- Establish and enforce standards for pipeline hygiene, CRM usage, data quality, activity tracking, and reporting accuracy.
- Develop dashboards and reports that provide clear visibility into pipeline health, sales activity, conversion rates, sales cycle length, and forecast accuracy.
- Monitor adoption of sales processes, playbooks, and CRM workflows, identifying where additional training, support, or refinement is needed.

Requirements - 3+ years of experience in Sales Operations, Revenue Operations, CRM administration, or a related role - Proven experience building sales processes, playbooks, CRM workflows, and supporting documentation that sales representatives actively use - Experience supporting BDRs, SDRs, Account Executives,



and technical or product demonstration roles - Strong analytical skills, with the ability to use data to identify trends, gaps, bottlenecks, and opportunities for improvement - Excellent documentation skills, with the ability to translate complex processes into explicit, practical, and easy-to-follow resources - Highly organized and detail-oriented, with a strong process improvement mindset - Excellent communication and collaboration skills, with the ability to work effectively with sales representatives, cross-functional partners, and leadership - Experience leveraging AI tools to work more efficiently, improve processes, and accomplish more in less time - Zoho CRM certification or deep hands-on experience configuring modules, fields, layouts, workflows, blueprints, automations, and dashboards is considered a strong asset - Familiarity with established sales methodologies, such as MEDDIC, SPIN, Challenger, or similar frameworks, is considered an asset Core Competencies Demonstrates expertise in Sales Operations and CRM Administration, with a strong focus on process improvement, documentation, and data analysis. Proficient in configuring and optimizing Zoho CRM to enhance sales efficiency and effectiveness. Highest-signal resume keywords - Sales Operations Experience - Zoho CRM Administration - Process Improvement Mindset - Analytical Skills - Documentation Skills ATS Optimization Keywords Hard Skills - Sales Process Development - CRM Workflow Configuration - Data Analysis - Sales Playbook Creation - Dashboard Development Soft Skills - Excellent Communication - Collaboration Skills - Highly Organized - Detail-Oriented Certifications &

Qualifications - Zoho CRM Certification Industry Keywords - Sales Methodologies - MEDDIC - SPIN - Challenger Tools & Technologies - Zoho CRM - AI Tools

📌 Sales Operations Manager (Saanich)
🏢 Jobtailor
📍 Saanich