Description

The Sales Operations Specialist is responsible for managing EMS|MC’s Salesforce platform and providing comprehensive support to the sales and operations teams. This role ensures the effective utilization of Salesforce to drive sales productivity, optimize sales processes, and enhance operational efficiency.

Major Responsibilities/Activities

Salesforce Administration:

Manage and maintain the Salesforce platform, including user setup, profiles, and roles.
Customize Salesforce to meet the needs of the sales and operations teams, including creating custom objects, workflows, validation rules, and reports.
Ensure data integrity and cleanliness within Salesforce by performing regular data audits and cleanup.
Provide training and support to Salesforce users, ensuring they are proficient in using the system.

Sales Support

Assist the sales team with pipeline management, opportunity tracking, and forecasting.
Develop and generate regular sales reports and dashboards to provide insights into sales performance and trends.
Support the sales team in preparing sales presentations, proposals, and contracts.
Coordinate with marketing to ensure alignment between sales and marketing activities.

Operations Support

Collaborate with the operations team to streamline processes and improve operational efficiency.
Monitor and analyze key operational metrics to identify areas for improvement.
Assist in the development and implementation of standard operating procedures (SOPs).
Support the coordination and execution of sales and operations initiatives and projects.

System Integration And Optimization

Integrate Salesforce with other business systems and tools to enhance data flow and process automation.
Identify and implement opportunities for process improvements and system enhancements.
Stay up-to-date with Salesforce releases, new features, and best practices to maximize system utilization.

Requirements

Required Education, Skills, & Experience

Bachelor’s degree in Business Administration, Information Systems, or a related field.
2+ years of experience in Salesforce administration and sales/operations support.
Salesforce Administrator certification is preferred.
Strong understanding of sales processes and operations.
Proficient in Salesforce customization and configuration.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Detail-oriented with strong organizational skills.
Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.

Preferred Education, Skills, & Experience

Experience with Salesforce integrations and third-party tools.
Knowledge of data management and data governance best practices.
Familiarity with sales and marketing automation tools.
Project management experience.

Working Environment

The office environment is a controlled indoor setting with minimal exposure to adverse conditions.
Noise levels in the office are typically moderate and consistent with a standard office setting.
For employees approved to work in a hybrid or remote setting, a quiet, private workspace free from significant distractions is required to ensure productivity during work hours.
A reliable internet connection is required for hybrid/remote work. EMS|MC will provide necessary equipment, including a computer, monitor, keyboard, mouse and headset.

Physical Requirements

Sitting: frequent and prolonged periods of sitting at a desk while working on a computer.
Communication: frequent and prolonged periods of speaking, listening, reading, and writing.
Fine motor skills: frequent use of hands for typing and operating a computer mouse.
Movement: occasional walking and climbing of stairs; limited bending, kneeling, lifting, and carrying of office-related items.
Travel: must be able to travel occasionally to attend required company meetings.

Employees must be able to perform the essential functions of this position. Reasonable accommodations will be provided to qualified individuals with disabilities as needed to support their ability to perform these essential functions. If you require an accommodation for this position or to participate in the application process, please contact HR at humanresources@emsmc.com.

The responsibilities and duties outlined in this job description are not exhaustive and may be subject to change to meet the needs of the business. This job description is not an implied contract of employment and does not alter the at-will employment relationship.

Pay range: $55,000 annually, with final compensation based on the candidate’s qualifications, experience, and business needs. Individuals in this role are eligible to participate in a discretionary bonus plan and a comprehensive benefit package, including a retirement plan, health coverage, and paid time off. Visit https://emsmc.com/careers/ to explore our total rewards package.

EMS Management & Consultants, Inc.

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Sales Operations Specialist