BusinessLoans.com is a dynamic and fast-growing company dedicated to helping small businesses secure the financing they need to grow their businesses. We pride ourselves on our innovative solutions and exceptional customer service. Our high-performing sales team is at the heart of our success, and we're looking for a talented Sales Operations Specialist to help us continue to optimize and drive our performance.

Overview:

We are seeking a detail-oriented and analytical Sales Operations Specialist to join our team. This role is centered around creating robust and insightful reporting using data from our CRM system to optimize the performance of our sales team. The ideal candidate will have a strong background in sales operations, data analysis, and CRM management, with a passion for improving sales processes and outcomes.

Key Responsibilities:

Develop, implement, and manage comprehensive sales reporting and dashboards to provide actionable insights for the sales team and leadership
Analyze sales data to identify trends, opportunities, and areas for improvement in sales performance and processes
Collaborate with sales leadership to define key performance metrics and benchmarks
Ensure data integrity and accuracy within the CRM system, conducting regular audits and updates as necessary
Support the sales team with ad hoc analysis and reporting requests
Work closely with the sales team to understand their needs and provide them with the tools and insights to succeed
Optimize and streamline sales processes to enhance efficiency and effectiveness
Train and support sales team members on CRM best practices and usage
Monitor and report on sales performance against targets, providing regular updates to sales leadership
Assist in the development and implementation of sales incentive programs

Requirements

Bachelor's degree in Business, Finance, Statistics, or a related field
3+ years of experience in sales operations, data analysis, or a related role
Strong proficiency with CRM systems (e.g., Salesforce, HubSpot, Zoho) and data analysis tools (e.g., Excel, Tableau, Power BI)
Excellent analytical skills with the ability to interpret complex data and translate it into actionable insights
Strong attention to detail and commitment to data accuracy
Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams
Proactive and self-motivated, with the ability to manage multiple priorities in a fast-paced environment.
Experience in the Financial Services is a plus

Benefits

Base salary range of $90K-$100K
Medical, Dental and Vision insurance benefits
401k program with employer match
15 days of PTO and paid holidays
Maternity and Paternity leave benefits

BusinessLoans.com is an equal opportunity employer and values diversity in its workforce. We encourage candidates of all backgrounds to apply.

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Sales Operations Specialist