The Senior Revenue Operations Consultant will work closely with the Revenue Operations Manager to ensure seamless configuration, operation, and adoption of Salesforce and other essential sales tools. This individual will be responsible for maintaining CRM data quality, driving best practices among sales reps, delivering training on tools and processes, and producing reports to inform leadership decisions. This role requires strong technical expertise in Salesforce, experience with revenue operations tools like Gong and ZoomInfo, and a proactive approach to process improvement and user support.
Salesforce Configuration and Management
- Support the configuration, customization, and maintenance of Salesforce to align with Omilia's sales processes and reporting needs.
- Collaborate with the Revenue Operations Manager to identify improvements and implement CRM best practices.
- Troubleshoot Salesforce issues and serve as the primary contact for user support and CRM inquiries.
Data Hygiene and CRM Best Practices
- Hold sales representatives accountable for data quality by monitoring CRM hygiene and enforcing data entry standards.
- Conduct regular audits of Salesforce data to ensure accuracy, completeness, and adherence to Omilia's data policies.
- Develop and share CRM best practices to support sales representatives in maintaining accurate and up-to-date records.
Training and Support
- Provide continuous training and support for Salesforce, Gong, ZoomInfo, and other tools within the revenue operations tech stack.
- Develop user-friendly training materials, tutorials, and reference guides to promote tool adoption and proficiency.
- Act as the primary resource for addressing questions and troubleshooting issues related to these tools.
Sales Tools Management
- Manage the daily operations and configuration of sales-related tools like Gong and ZoomInfo.
- Collaborate with Sales leadership and HR to handle license requests for new hires.
- Work with IT and Revenue Operations to evaluate and onboard new tools that enhance sales enablement and efficiency.
- Monitor tool usage and performance, providing optimization recommendations or additional training as needed.
Reporting and Analytics
- Assist in creating, updating, and maintaining Salesforce reports and dashboards to track sales performance, pipeline health, and CRM usage.
- Analyze data trends to identify opportunities for process improvement and deliver actionable insights to sales leadership.
- Establish and manage a regular reporting cadence for KPIs and operational metrics, ensuring data accuracy and relevance.
- Bachelor’s degree in Business, Information Systems, or a related field.
- 3-5 years of experience in revenue operations, sales operations, or a similar role, with specific experience managing Salesforce in a B2B environment.
- Proven ability to configure and manage Salesforce, with a solid understanding of CRM best practices, reporting, and data hygiene.
- Hands-on experience with sales enablement and operations tools, including Gong, ZoomInfo, and similar platforms.
- Strong analytical skills and attention to detail, with experience building reports and dashboards in Salesforce.
- Excellent communication and interpersonal skills, with a focus on training, accountability, and user support.
- Ability to work independently in a fast-paced environment and proactively identify and address operational needs.
- Knowledge of the AI/technology space and an interest in conversational AI is a plus.
- Competitive compensation;
- Long-term employment with the working days vacation;
- Development in professional growth (courses, training, etc);
- Being part of successful cutting-edge technology products that are making a global impact in the service industry;
- Proficient and fun-to-work-with colleagues;
- Apple gear.
Omilia is proud to be an equal opportunity employer and is dedicated to fostering a diverse and inclusive workplace. We believe that embracing diversity in all its forms enriches our workplace and drives our collective success. We are committed to creating an environment where everyone feels welcomed, valued, and empowered to contribute their unique perspectives without regard to factors such as race, color, religion, gender, gender identity or expression, sexual orientation, national origin, heredity, disability, age, or veteran status, all eligible candidates will be given consideration for employment.
