Sales Operation Specialist

Why We Stand Out Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you! Kaufman Rossin Professional Services Private Limited's (the ?Company?) offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at Udyog Vihar, in Gurgaon, Haryana, India. The Bangalore office provides a range of services, including risk management, corporate governance, tax, assurance, and family office services. Out of the Gurgaon office, we render highly specialized back-office alternative investment services for global hedge funds and related fund types. As one of the top accounting firms in the US, our foundation is ?people first?. In the words of James Kaufman, one of our founders, ?We prioritize our people, their development, and their well-being. Our values are translated into action every day." Kaufman Rossin, headquartered in Miami, Florida has been celebrated as the Best Place to Work in South Florida more than a dozen time. The firm has grown to over 700 employees, with offices spanning the tri-county area and, sister entities, Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. The Firm is ranked 49th among the top 100 firms in the US by Inside Public Accounting 2023. Internationally, the Firm has offices in Bangalore and Haryana in India and the Ivory Coast in Africa Think you have what it takes? The Salesforce Sales Operations Specialist partners with professionals to leverage Salesforce as a strategic sales platform. This role focuses on identifying warm prospects and cross-sell opportunities, supporting lead intake and distribution, and guiding professionals in using Salesforce tools, such as Action Plans, Account Plans, and Forecasting, to improve sales execution, increase close rates, and reduce the time required to close opportunities. The ideal candidate combines strong Salesforce expertise with a consultative, people-focused approach.

Requirements How You'll Contribute: Sales & Pipeline Support

• Run targeted prospecting, cross-sell, and warm-contact reports in Salesforce to support professionals? sales efforts.
• Identify existing relationships, prior engagements, and account activity to surface high-probability opportunities.
• Partner with professionals to review pipelines, discuss opportunities, define next steps, and identify risks or blockers.
• Support opportunity lifecycle management to improve pipeline health, forecasting accuracy, and opportunity close rates.

Salesforce Enablement & Adoption

• Coach professionals on using Salesforce effectively as a sales platform, including Action Plans and Account Plans to drive consistent and repeatable sales execution.
• Help professionals define and track sales activities, milestones, and next steps using Action Plans.
• Support Account Planning by helping professionals document goals, key relationships, cross-sell opportunities, and engagement strategies within Salesforce.
• Meet with teams to review Salesforce data, discuss sales strategies, and reinforce best practices for opportunity management.

Forecasting & Performance Visibility

• Support Salesforce Forecasting by ensuring opportunities are accurately staged, weighted, and updated.
• Assist professionals in understanding how their opportunity management impacts forecasts and revenue projections.
• Monitor pipeline coverage, deal velocity, and forecast trends to identify gaps or risks.
• Provide insights to sales leadership on pipeline health, forecast accuracy, and areas for improvement.

Lead Management & Distribution

• Support phone and web lead intake, routing, and distribution to the appropriate professionals.
• Ensure leads are followed up on promptly and either converted to opportunities or accurately marked as unqualified.
• Monitor lead-to-opportunity conversion metrics and recommend process improvements.
• Maintain strong data hygiene across Leads, Accounts, Contacts, and Opportunities.

Reporting & Insights

• Build and maintain Salesforce reports and dashboards related to pipeline, forecasting, lead conversion, and account planning.
• Translate Salesforce data into actionable insights to help professionals refine sales tactics and prioritize efforts.
• Support leadership with visibility into performance trends and sales activity.

What Skills You'll Bring:

• 2+ years of experience supporting sales teams using Salesforce.
• Hands-on experience with Action Plans, Account Plans, and Salesforce Forecasting.
• Strong working knowledge of Salesforce Leads, Accounts, Contacts, Opportunities, Reports, and Dashboards.
• Experience partnering directly with sales or professional services teams to improve sales processes.
• Strong communication skills with the ability to train, coach, and influence adoption.
• Detail-oriented, organized, and comfortable managing multiple requests and priorities.

• Salesforce Administrator certification or progress toward certification.
• Experience with sales enablement, pipeline management, or revenue operations.
• Familiarity with lead automation, web-to-lead, or marketing integrations.

• Experience in a professional service, consulting, or B2B environment

How You'll Stand Out:

• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Collaborative and inclusive team environment.

Benefits

• Work-Life Balance

• People First Company
• Hybrid work policy
• Working directly with peers in the US

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.