The role involves managing systems and processes for Business and Sales Operations, focusing on data integration, process improvement, and supporting cross-functional teams. Responsibilities include optimizing platforms, analyzing data, and driving the adoption of systems while enhancing operational efficiency.
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
- 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
- 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
- Own training and onboarding for systems and processes
- Drive adoption and consistent usage across teams
- Act as a go-to resource for troubleshooting
- 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
- 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
Requirements
- Bachelor’s degree or equivalent experience
- 3-5 years of relevant business operations and technical experience
- Experience managing Salesforce or similar CRM platforms
- Strong SQL skills with experience in Snowflake (or similar data warehouses)
- Experience with data visualization and analysis tools (e.g., Tableau, Excel)
- Familiarity with APIs, integrations, and data architecture
- Experience working with modern tools and platforms such as JIRA, Confluence, Slack, and Retool
- Comfortable leading technical integrations and designing user flows
- Interest in automation, AI, and operational efficiency (e.g., ChatGPT, Claude, Zapier)
- Excellent communication and people skills
- Obsessed with ensuring an exceptional customer experience- for both internal and external customers.
- Stands up for decisions, takes responsibility for results, and shares both good and bad outcomes transparently.
- Demonstrates a relentless focus on results with a commitment to deliver;
- Takes decisive action, and confidently changes course if unsuccessful.
- Displays a growth mindset to continually improve; encourages everyone around them to be tenacious and never settle.
BenefitsWhy You’ll Love Working Here
At ConsumerAffairs, your voice matters. We foster a collaborative environment where you’re encouraged to take initiative, experiment boldly, and grow professionally. We're committed to work-life harmony, career development, and celebrating wins together.
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
Top Skills
APIs
Excel
JIRA
Retool
Salesforce
Snowflake
Tableau
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