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Sales Operation Specialist

Armanino McKenna Certified Public Accountants & ConsultantsWestgate, IA

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Health & Wellness Programs

Job Description

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino (USA) is proud to be among the top 20 Largest Firms in the United States of America and one of the Best Places to Work. Armanino (USA) has more than 2500 employees across the USA and more than 20 offices in different states of the USA. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

This open position is for Armanino India LLP, which is located in India. Armanino India LLP is a fully owned subsidiary of Armanino (USA).

Responsibilities

  • CRM Data Management & Bulk Processing:

  • Execute list uploads and bulk data imports in accordance with approved governance standards

  • Perform standardized data entry and record updates using defined naming conventions and field definitions

  • Maintain strict adherence to data dictionaries and required field structures

  • Ensure documentation of uploads and updates for audit and tracking purposes

  • Data Quality & Deduplication:

  • Conduct routine deduplication processes using established matching criteria

  • Identify and escalate complex data integrity issues to the Sales Operations Supervisor

  • Maintain data hygiene standards to ensure accurate pipeline, account, and contact reporting

  • Support ongoing cleanup initiatives aligned to governance priorities

  • Structured Data Enrichment:

  • Execute enrichment workflows using approved third-party tools and structured intake processes

  • Follow defined enrichment playbooks to maintain consistency in account, contact, and opportunity records

  • Ensure enrichment updates align with standardized field definitions and taxonomy

  • Governance & Playbook Execution:

  • Conduct governance reviews using standardized checklists and review playbooks

  • Validate required fields, stage progression criteria, and account/opportunity completeness

  • Support conflict checks, stage-gate validations, and other operational compliance processes as defined

  • Escalate deviations from standards to the Sales Operations Supervisor

  • Operational Reporting Support:

  • Generate recurring operational reports aligned to Sales Operations metrics

  • Validate data accuracy prior to report distribution

  • Support dashboard maintenance by ensuring underlying data consistency

  • Track adherence to governance standards and provide summary insights to supervisor

Requirements

  • 2+ years' experience in CRM administration, data operations, or sales operations support

  • Experience working with structured data governance processes

  • Proficiency in CRM systems (e.g., Salesforce or equivalent)

  • Strong attention to detail and process discipline

  • Experience with bulk data tools and spreadsheet management

  • Experience with data enrichment platforms

  • Experience working within a defined data dictionary framework

  • Knowledge and experience working in Microsoft Dynamics D365 is a plus

  • Exceptional organizational and time management skills as well as a keen eye for detail, and the ability to spot errors with accuracy and efficiency.

Compensation and Benefits

  • Compensation: Commensurate with Industry standards

  • Other Benefits: Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Automate your job search with Sonara.

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FAQs About Sales Operation Specialist Jobs at Armanino McKenna Certified Public Accountants & Consultants

What is the work location for this position at Armanino McKenna Certified Public Accountants & Consultants?
This job at Armanino McKenna Certified Public Accountants & Consultants is located in Westgate, IA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Armanino McKenna Certified Public Accountants & Consultants?
Employer has not shared pay details for this role.
What employment applies to this position at Armanino McKenna Certified Public Accountants & Consultants?
Armanino McKenna Certified Public Accountants & Consultants lists this role as a Full-time position.
What experience level is required for this role at Armanino McKenna Certified Public Accountants & Consultants?
Armanino McKenna Certified Public Accountants & Consultants is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Armanino McKenna Certified Public Accountants & Consultants for this role?
Armanino McKenna Certified Public Accountants & Consultants offers following benefits: Health Insurance and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Armanino McKenna Certified Public Accountants & Consultants?
You can apply for this role at Armanino McKenna Certified Public Accountants & Consultants either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.