About the Role
The Automation & Data Governance Specialist - Sales is responsible for optimizing sales processes through automation while ensuring the integrity, security, and compliance of sales data across all systems.
This role serves as the bridge between Sales, IT, Marketing, and Compliance, ensuring that sales technologies operate efficiently and that data is accurate, standardized, and governed according to company and regulatory requirements.
The ideal candidate combines strong CRM expertise, process optimization skills, and a deep understanding of data governance principles.
Responsibilities
Sales Automation & Process Optimization
Design, build, and maintain automated workflows within CRM and related sales systems
Automate lead routing, opportunity management, and follow-up processes
Reduce manual data entry through system integrations
Optimize sales funnel tracking and forecasting processes
Partner with Sales Leadership to improve pipeline visibility and reporting accuracy
Data Governance & Quality Management
Establish and maintain data standards, definitions, and naming conventions
Develop and enforce data validation rules and required fields
Monitor and improve data quality (deduplication, cleansing, normalization)
Maintain CRM data integrity and audit trails
Manage user roles, permissions, and access controls
Compliance & Risk Management
Ensure compliance with applicable data protection regulations (e.g., GDPR, POPIA, CCPA)
Implement consent tracking and data retention policies
Conduct periodic data audits
Support internal and external audit requirements
Maintain documentation for governance frameworks and policies
Reporting & Analytics
Develop dashboards and executive-level sales performance reports
Analyze pipeline health and conversion metrics
Support territory planning, quota modeling, and performance tracking
Provide insights to drive data-driven decision-making
Requirements
Bachelor's degree in business, Information Systems, Data Management, or related field
3 - 5+ years of experience in Sales Operations, Revenue Operations, or CRM Administration
Strong experience with CRM platforms (e.g., Salesforce, Dynamics, HubSpot)
Experience designing automation workflows and process improvements
Knowledge of data governance frameworks and data quality management
Understanding of privacy and data protection regulations