OVERVIEW:

We’re rapidly scaling our core offering and growing our sales team nationwide and are looking for a dynamic and ambitious individual to drive our sales ops efforts across the organization. You will report to the Head of Sales, Marketing and Product Marketing and will have broad responsibility for building the systems and processes that will be the underpinning of the company’s end-to-end sales process. You will own the design of the company’s CRM and business intelligence tools, which are critical in directing our sales and marketing strategies. You will also work cross functionally to develop and implement the company’s systems for delivering first-class customer experience throughout the customer lifecycle. The ideal candidate will have a strong core background building a CRM tool, with the ability and excitement to jump into customer experience projects. This opportunity will provide broad exposure to the sales, marketing, and product teams within a high growth technology business as it scales to widespread adoption.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Own development of Pattern’s CRM platform in HubSpot and in Salesforce: Build out and manage HubSpot workflows and processes to accurately track customer journey from lead to invoicing; Work with sales team to ensure compliance with activity tracking, deal stage updates, and task management; Enhance sales productivity by simplifying and streamlining CRM and contracting processes
Build and refine dashboards to direct sales strategies: Work closely with the VP of Sales and VP of Marketing team to understand our data infrastructure to pull necessary sales and servicing metrics from the backend; Support the regional sales, inside sales, and customer success teams with measurement, tracking, and analytics relevant to their functional areas; Partner with the marketing department to analyze and report on campaign performance with reporting and dashboards; Track, analyze, and report key metrics including sales velocity, win rate, YoY account growth, and servicing progress for company leadership
Support sales team in delivering best-in-class customer experience: Work with sales team to manage and update customer contracts; Track customer report delivery and invoicing; Answer questions from customers on contracting and invoicing as needed.

OTHER DUTIES:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

SUPERVISORY RESPONSIBILITIES:

This position carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

KNOWLEDGE, SKILLS, AND ABILITIES:

Previous experience in CRM design and management
Experience with HubSpot, Outreach, ZoomInfo and Calendly
Strong written and oral communication skills
Comfort working in Excel or Google Sheets
Comfort with data analysis, interpretation, and presentation
Familiarity with business intelligence tools preferred but not require
Demonstrated ability to define, refine and implement sales processes, procedures, and policies.
Experience in multiple organizational functions such as business intelligence, forecasting, operations, organizational development, etc.
Ability to distill business intelligence into recommendations and actionable plans.
Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly.
Experience working within a high-growth, technology company
Proficient in Excel and Salesforce CRM

QUALIFICATIONS:

Bachelor’s degree
3-5 years of experience in sale ops roles within a high growth organization, or demonstrated excellence in a high paced environment like management consulting

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must regularly work at a desktop or laptop computer. Typing and vision will be used constantly.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually minimal.

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