Seeking a Sales Operations Manager to join an exciting start-up organisation that manages a global leadership community that drives positive impacts for people and the planet through systemic change. It is an exciting purpose-led organisation and this role will support the COO on all aspects of business operations. As a start-up, they are a very small team and so are ideally looking for someone who has worked in a similar start-up environment with a broad role building out processes and systems from scratch with a strong awareness of the best tech stacks to use in a start up environment.

Responsibilities

Become our CRM & Pipeline Management whiz! You'll design and implement best practices for our CRM system (Zoho), ensuring clean, consistent data.
Manage integrations across platforms like Typeform, Trello, Slack and Microsoft Suite, through Zoho Flow and Zapier, keeping everything talking smoothly.
Own key stages of the sales funnel including invitation, application and invoicing.
Encourage the use of task manager for team members to keep projects on track and facilitate smooth transitions from the project's inception to implementation/project monitoring.
Be able to project map and manage - use Gantt charts, Kanban chats, Timeline charts, etc. where appropriate, ensuring things get done when they need to be done
Identify weak links in our systems and processes, then heroically fix them!
Be the 'go-to' person for driving action in the sales pipeline, keeping things moving efficiently.
Manage all company documentation on a platform like SharePoint, making information easily accessible to everyone.
Collaborate closely with the communications and marketing team to optimise processes for maximum impact.
Manage community calendar, planning and preparing of events to provide operational management to create transparency within the company.
Project map on large scale and small scales and ensure consistency across everything.
Facilitate strong processes for external contact management, not only in the CRM but with other various marketing/comms platforms making sure all the data is linked.
Handle all integrations including managing event application processing, invoice systems, organisation systems and comms/marketing platforms.
Manage oversight of Passwords, T&C's, Privacy Policy, etc.

Experience

Minimum of 5 years of experience in operational management with a key focus on CRM and pipeline management within a sales or events start-up environment
A data driven attitude knowing how to manage an influx of data and preserve existing data
Experience with autonomously managing a CRM database (preferably Zoho and HubSpot)
Knowledge of implementing integrations
Innate attention to detail being able to identify where a weak link is in a system/process
Experience organising company information and sourcing date in an easy, clear and concise manner
Experience and/or confidence to work directly with high-level leaders e.g. Founders/CEOs

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

John Goddard Associates

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Sales Operations Manager