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 transparent, 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

#J-18808-Ljbffr

📌 Sales Operations Manager (Ontario)
🏢 Jobtailor
📍 Ontario