Position Summary
The Revenue Operations Director is responsible for sales operations, specifically supporting and enabling the frontline sales and sales management team; Account Management and Monetization, to manage and sell more efficiently and effectively by providing direction through both strategic and tactical functions.
These functions include but are not limited to data-driven strategy and decision making, streamlined sales process, improved recruiting and hiring practices, more effective onboarding and employee training programs, higher productivity from strategic sales coverage models and territory planning, and smoother operations management that allows sales reps to focus on selling.
Sales Reporting
What you will be doing:
- Utilizes CRM (SalesForce.com) for managing reports and dashboards to be used both internally
- and externally
- Prepares and presents periodic sales reports to company management to provide information useful in making key business decisions
- Creates monthly content for executive presentations and board reporting
- Data Reporting & CRM Use:
- Works cross-functionally with Sales Management and IT to ensure sales force utilization and support, and recommend necessary updates to the CRM system
- Sales Analytics/Intelligence:
- Tracks and analyzes key metrics including customer pipeline growth, win/loss rates, and salesperson quota attainment
- Provides management and sales team key insights into proper customer mix to maximize profitability
- Informs sales team on the right products and customers to focus their sales activities to meet company financial targets
- Sales Forecasting/Pipeline Management:
- Responsible for the organizing regular weekly/monthly revenue forecast in partnership with Sales leadership
- Owns the end-to-end process of tracking the sales funnel and operational metrics and delivers weekly insights to management
- Supports the weekly Sales Inventory Operations Process (SIOP) strategy
Sales Process:
- Develops and tracks key sales stages to aid in forecasting run-rate and new business
- Maintains regular check-ins with Sales Directors and others who contribute to opportunity development to determine how sales opportunities are tracking against plan and identify any problems for internal review and problem solving
- Sales Incentive Plan/Performance Tracking:
- Manages sales incentive program to ensure sales achievements are recognized through career progression or monetary accolade
- Develops quarterly content (quota vs. actuals) and tracks performance by salesperson
Sales Territory Alignment/Annual Quota Setting:
- Refines customer segmentation, assists with territory management, and creates a plan to load quotas for field team including partners
- Sales Force Development and Training:
- Assists HR and with on-boarding and training of new sales talent, sharing standard operating procedures for the Sales department
- Develops training content and leads training of sales team for customer facing presentations using PowerPoint and other presentations tools
Sales Enablement/Tools
- Provide salespersons with tools, scripts, and other relevant content guide their interaction with a prospective customer
- Carry out assessments to identify and eliminate efficiency limiting and time-consuming factors that prevent sales reps from maximizing selling activities and enhance sales productivity by enabling the team to work smarter by simplifying processes
- Works collaboratively across departments with Sales, Production, Marketing, Finance, Human Resources, Corporate, etc., to resolve problems and capitalize on opportunities
Pricing/Proposals:
- Responsible for the Pricing Desk functions by managing pricing requests and works with management to develop minimum margin thresholds by product
- Assists sales team in answering annual RFP’s and sets customer terms and conditions for customer contracts
What you will need:
- Bachelor's degree in business administration, finance, marketing, or in a related discipline; technical of business-related field preferred
- 5 years of experience in sales operations as a subject matter expert with proficiency creating reports, optimizing processes, training new hires, and managing dashboards
- Ability to understand high-level sales strategies, translate them into system, process requirements, and ensure local execution with positive business impact
- Advanced Excel skills (or equivalent) with a strong understanding of data modeling
- Experience implementing and designing CRM systems (e.g., SalesForce.com) with associated applications.