Job Description – Sales Operation Specialist

Location : India or Phillipines (Phillipines preferred)

Reports to : Nicho Davies

Position Overview:

Sales Operation Specialist is responsible for executing and overseeing specific activities that ensure accurate Sales Pipeline forecasting, and that increases the efficiency and productivity of the Sales team, and its ability to win business. Specifically, this role will gather and analyse data with the purpose of identifying corrective actions that result in an optimized sales process and best practices. Additionally, this person will monitor Customer Relationship Management (CRM) activity and provide support to the Sales Team to ensure CRM data integrity is maintained.

Responsibilities:

Monitor CRM data accuracy, and identify corrective actions
Maintain and update Sales Operations dashboard, including extracting SalesForce data used to calculate specific KPIs and identify weekly insights and corrective actions
Lead weekly communication and coordination with Sales and Engineering teams, amongst others, to drive activity on corrective actions
Identify and execute additional analysis beyond the dashboard metrics, such as sales bottle-neck analysis and opportunity loss analysis
Support other Sales Operations activities, including program managing opportunity postmortems Support in documentation and standardization activities, including preparing Standard Operating Procedures

Requirements and qualities:

Strong analytical foundation – Bachelor degree in Data Science, Engineering, Computer Science, Business or other analytics focused degrees background
Strong time management, teamwork and interpersonal skills
Excellent written and verbal communication skills
Proactive, solutions-oriented and self-starter mentality
Work with integrity and uphold our organizational values
Experienced in working with CRMs (bonus - at least 1 year of SalesForce)
Intermediate to advanced excel skills (bonus – intermediate skills specifically in Power Query and/or Macro creation)
3 to 6 years of work experience in Sales Support, Business Operations, Sales Operations,
Bonus: 1 to 3 years of Management Consulting Analyst experience or other Analyst role

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