Sales Operations Specialist
Overview
As the Sales Operations Specialist, you will strike an importance balance between i) playing a highly technical role in managing our Company’s revenue operation system (Salesforce), and ii) a strategic role aligning and optimizing revenue related teams and workflows. You’ll be instrumental in developing a data-driven culture to help position our sales team for our next leg of growth. You will report to Finance/Ops team, but will work closely with the entire sales team; as well as with other cross functional teams. This is a strategic, high-visibility role for someone who’s looking to be a fundamental part of evolving a sales ops function and delivering strategic business insights to leadership.
Responsibilities
● Manage and maintain the company’s sales tech stack
○ Manage and maintain company’s SFDC as its CRM system, providing a Salesforce admin function;
○ Provide ongoing SFDC optimization, owning SFDC data hygiene;
○ Partner with our company’s system team to help them implement other sales tech stack systems and make general improvements; and
○ Continually roll up your sleeves to debug an issue or improve a workflow.
● Establish and maintain business control
○ Establish SFDC road rules, and generally support the closing cadence;
○ Implement and maintain all sales revenue workflows; and
○ Optimize sales process and campaigns based on data.
● Oversee sales rep efficiency and effectiveness
○ Oversee sales pipelines to ensure strong coverage and potential areas of opportunity;
○ Manage rep level dashboard reporting;
○ Oversee sales rep commissioning structure, rollouts and maintenance; and
○ Generally be an advocate for reps while balancing the needs of the organization.
● Own sales executive level reporting and KPIs
○ Own key bookings and revenue sales metrics, for reporting as well as to inform our go-to-market strategy;
○ Own and drive booking/revenue forecasting for the company; and
○ Run ad hoc analysis and reports to meet data analysis needs.
● Interact with the company’s bespoke software platform, and the engineering team, as needed to meet revenue workflow and reporting needs
● Partner cross-functionally with a host of other teams to ensure workflow and system compliance, including marketing (using Groove) and customer support (using Salesforce Service Cloud)
Qualifications
● 5+ years of experience at a B2B SaaS company in a sales operations or revenue operations role
● Fluency in Salesforce; and knowledge of supporting plug-ins such as Pardot and Groove
● General deep technical skills (understanding of system architecture, excel pivot table expert, etc.)
● Comfortable taking noisy data and turning it into a meaningful story to share with multiple teams
● Understanding the workings of a sales team
● Understand B2B sales stages (MQL, SQL, opportunities, closed/won, etc.)
● And be hungry to build out a new function at the center of our revenue and workflow strategy
Salary $90,000 - 110,000 Annually