Position Summary

We are seeking a talented, committed and qualified Sales Operations Specialist to join our team. As a Sales Operations Specialist, you will work within the Salesforce and OpenAir platforms to execute our sales operations processes. In conjunction with key stakeholders, the Sales Operations Specialist co-creates processes and data structures to increase the effectiveness of our sales, customer success, and business operations, and ensures data integrity and up-to-date reporting.

Strong candidates will be self-starters with an ability to create solutions for long-term success, while at the same time rolling their sleeves up to effect change on a daily basis. The day-to-day responsibilities will range from managing the sales operations and opportunity tracking process, ensuring accurate data within Salesforce and OpenAir, and supporting business development leaders, consultants, and finance as it pertains to the sales operations function.

Responsibilities May Include, But Are Not Limited To

Support Business Development leaders with reporting and ad hoc requests
Input/review prospect and opportunity customer data with strong attention to details and data governance
Ability to development and support weekly lead and opportunity reporting
Manage all aspects of Salesforce reporting, data entry, analysis, campaigns and data integrity.
Managing customer data workflow related to updates
Monitoring and reporting lead and opportunity metrics
Work closely with Finance and Accounting to enhance and optimize the opportunity management process and automation
Supporting sales team with other marketing activities, webinars and related sales support activities as needed
Handles all basic administrative Salesforce functions including user account maintenance, reports and dashboards, workflows and other routine tasks to continually monitor data quality and integrity.
Assist in data import/export/updates for managers and sales teams.
Troubleshoot Salesforce issues and escalate as needed.
Create training and user documentation and maintain ongoing documentation processes as business needs evolve or features are added and assist with training end users.
Maintain data and system integrity in Salesforce.
Maintain accurate records of sales activity, contacts, opportunities, account information, leads and pipeline.

Position Requirements

Work Experience: 2+ years- experience supporting upper management or finance within a dynamic growth professional service company. Experience using Salesforce.com, OpenAir, or other CRM and professional services automation applications preferred.

Additional Requirements

Strong sense of urgency and ability to pay attention to detail, while effectively managing multiple projects and deadlines
Strong interpersonal and communication skills, ability to work independently, and motivation to continually learn and improve
Tech-savvy individual with ability to pick up new technologies quickly - Data-driven; analytical, organized and detail oriented
Candidate should have a hands-on work style, be a team player and always willing to roll up their sleeves to get the job done

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

This job is provided by Shine.com

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