Bestpass by Fleetworthy · 3 days ago
Senior Sales Operations Specialist
United States
Full-time
Remote
Mid, Senior Level
3+ years expBestpass, now operating under the Fleetworthy brand, is dedicated to revolutionizing road safety and fleet management. The Senior Sales Operations Specialist will enhance operational efficiency and data integrity by collaborating with various teams and leveraging Salesforce to optimize sales processes and reporting.
Information TechnologyRailroadSoftwareTransportation
Responsibilities
Lead CRM Data Hygiene & Governance
Drive ongoing data hygiene efforts including de-duplication, enrichment, lifecycle management, and compliance
Establish and maintain data standards, field definitions, and operational guardrails in partnership with cross-functional teams
Ensure pricing, products, and contract-related records are accurate and accessible for leadership
Drive CRM, Automation, and AI Improvements that Move the Needle
Support Salesforce workflows, automations, and user experiences that increase seller productivity and data quality
Identify high-impact opportunities for AI-enabled enhancements (e.g., routing, enrichment, activity capture, pipeline hygiene, forecasting support)
Partner with stakeholders to translate business needs into scalable system solutions
Support integration troubleshooting, monitoring, and documentation to ensure reliable data flow and clean handoffs between systems
Build Reporting, Insights, and Operational Confidence
Create and enhance Salesforce reports and dashboards to support pipeline visibility, activity tracking, funnel performance, and operational KPIs
Support BI workflows and stakeholder reporting needs (e.g., Power BI)
Collaborate with data teams on data transformations/queries as needed (SQL-heavy environment)
Project & Change Management + Enablement Partnership
Drive planning, prioritization, and delivery of RevOps system projects and enhancements
Partner with Sales Enablement to monitor adoption, launch improvements, and deliver training and communications
Build and maintain process documentation, tool training materials, and integration documentation
Support user onboarding/offboarding across the revenue tech stack and maintain internal knowledge articles
Additional Revenue Operations Support
Maintain pricing and contract records in Salesforce and systems like LinkSquares (and/or DocuSign)
Perform other Revenue Operations and data-related tasks as needed
Qualification
Required
3+ years in a Revenue Operations / Sales Operations function with a focus on systems, process, and business operations
Salesforce Administrator experience (3+ years) including configuration, customization, automations/flows, reports, dashboards, and security/access fundamentals
Strong working knowledge of Salesforce Sales Cloud (bonus for Revenue Cloud and/or Service Cloud)
Strong working knowledge of SQL (comfort writing queries to validate, troubleshoot, and analyze GTM data)
Strong proficiency with Excel (advanced formulas, pivot tables, data visualization)
Experience supporting and/or owning system integrations (APIs, middleware concepts, data mapping, sync behavior, error handling)
Experience with BI and reporting tools such as Power BI (or equivalent)
Strong project management skills: scoping, prioritization, documentation, stakeholder alignment, and execution
Excellent interpersonal and communication skills, able to explain technical concepts to non-technical stakeholders
Ability to thrive in a fast-paced environment with multiple priorities and evolving requirements
A builder mindset: curiosity, strong ownership, and a passion for learning new technologies
Preferred
Experience with Databricks (or modern data platforms/warehouses)
Experience with SOQL tooling and admin accelerators (e.g., Salesforce Inspector, Workbench, AppExchange tools)
Familiarity with data enrichment and routing best practices
Company
Bestpass by Fleetworthy
Bestpass is now part of Fleetworthy.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$0.01MKey Investors
Insight PartnersSusquehanna Growth Equity
2023-06-06Private Equity
2023-05-26Debt Financing· $0.01M
2018-01-01Private Equity
Leadership Team
Tom Fogarty
Chief Executive Officer
Recent News
2024-05-19
2024-04-06
Company data provided by crunchbase