Sales Operations Manager

About Us:

ID Fund is a dynamic firm with a purpose-led approach to late-stage venture investing. With a sophisticated portal, we connect UHNW and HNW investors with innovative companies, fostering a unique growth stock portfolio. Our commitment to a people-centric experience extends to both investors and employees.

Responsibilities:

Support the sales team using process improvement, measurement, tracking, and analytics.
Develop and maintain data models, reports, and dashboards for monthly reporting.
Developing and maintaining daily, weekly, monthly, and quarterly reports and Key Performance Indicators.
Analyze data for trends, patterns, and insights to inform decision-making and assist the sales team with investor outreach.
Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management.
Creating and maintaining Sales Department policies, procedures, training manuals, and sales-related resource material
Assisting with the onboarding and training process of new Sales Representatives
Record information about the financial status of clients and the status of collection efforts
Communicate with clients and internal departments to update account status
Responsible for day-to-day collection activities, including contacting past-due customers to secure payments
Handles outbound and inbound calls professionally and knowledgeably
Answer customer questions regarding problems with their accounts
Quarterback process on behalf of Sales to transition from current CRM to new CRM, including developing a transition plan, researching best practices, implementing changes
Set up dashboards and reports, both in CRM and beyond, to track sales operations and cross-functional efficiencies and identify areas for improvement
Train sales team to utilize systems that increase sales efficiency, including CRM and additional sales operations tools
Roll-up-your-sleeves approach with a willingness to take on "non-role-specific" duties as needed to support the team and business

Requirements:

3-5 years of experience in sales operations as a subject matter expert with proficiency in creating reports, optimizing processes, training new hires, and managing dashboards
Bachelor's degree in Business, Finance, Information Technology, or relevant experience.
Proficiency in Excel, data analysis, secondary research
Deep knowledge of and experience with managing sales operations systems
Familiarity with business analysis methodologies, project management, and stakeholder management.
Strong attention to detail and superior organizational skills
Excellent analytical and problem-solving skills.
A result and success-oriented mentality, conveying a sense of urgency and driving issues to closure
Comfort with adapting and adjusting to multiple demands, shifting priorities, ambiguity, and rapid change
An ability to initiate and build relationships with people in an open, friendly, and accepting manner

Benefits:

100% employer-covered Health, Vision, and Dental.
Daily in-office lunch.
Employee growth and development opportunities.
Off-site excursions and events to foster belonging and collaboration.

Join ID Fund and be part of a purpose-driven venture with a focus on employee and investor experience.

ID Fund

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Sales Operation Manager