Sales Operations Specialist

Job Description


The opportunity Reporting to the VP, Sales Operations, we are looking for a Sales Operations Specialist who wants to play a critical role on our Sales team generating reports, analyzing sales history, spotting the trends, and keeping the sales team abreast of all relevant numbers and what they mean. You will provide analysis of critical sales metrics to measure performance, aid in important business decisions, and identify growth areas. Through consistency and quality in data and reporting, you will create synergies across the Sales organization, contributing to our success and growth. Who you are You are a specialist who thrives in a generalist role. You have direct experience in sales operations in any industry using Salesforce to track information and spot trends. You want to join a scaling company with a number of acquisitions to take on a role building and aligning processes that drive efficiencies in Sales and ultimately, take the company forward. What's in it for you Challenges and growth. You want to take the next step in your career, driving sales through accurate and timely data analysis in a SaaS environment. You want to help define sales enablement and onboarding processes, enhance the use of Salesforce, and apply analytics to improve our efficiencies and performance. You will be empowered and supported by your manager; and given the opportunity to seek information and learn from others, with the chance to grow and move up in Sales Operations or move into Sales or Customer Success. What you will focus on: Collaboration. You will partner directly with Sales, Marketing and Business development colleagues and leaders to develop and deliver key reporting and analytical support initiatives to the sales organization. Knowledge sharing. You will gather and interpret marketing and sales information. You will highlight key findings and offer valuable insights through Dashboards and reporting. You will identify and maintain a set of standard reports needed to assess the progress of the business. Technology engagement. You will leverage technology to maximize deal flow through the sales cycle. You will act as a subject matter expert on Salesforce and the related data entry, maintenance and update processes, ensuring the Sales team is engaged with the system. Project support. You will focus on aligning multiple systems and processes from legacy and acquired Altus business, systems and processes, to form a unified process, workflow and system. You will work on multiple cross business unit project teams providing insights into sales operations. You will assess and provide solutions to recurring scenarios for the Sales team, identifying problems in existing processes, systems, and relationships to streamline, update, or build from new. In addition, you will partner with Sales management on new team onboarding and enablement projects including, drafting and delivering presentations. Sales enablement. You will collaborate with marketing on the design and development collateral for sales enablement including pricing documents. You will review content and how it is communicated to the Sales reps ensuring efficiency and expediency in new updates and new features. You will provide feedback from sales reps to product marketing on the usefulness of the tools, materials, and collateral. Deal desk and proposal management. You will assist with completing RFPs and Compliance Questionnaires., managing the gathering and entering of accurate information, and sharing the finalized document with the appropriate parties. You will make improvements to ensure a smooth internal process across departments (i.e. technical vs. legal review). You will manage and share deal desk knowledge with the team and across the organization. As our new Sales Operations Specialist, you bring: The experience. You have 2+ years in a sales enablement or operations role, supporting internal teams with data management, process improvement, and reporting. You have strong analytical skills and the ability to translate report findings into actionable business deliverables. Ideally, you have spent time assisting and supporting deal desk and proposal work. The accountability. You are highly organized and tactical in your approach, demonstrating initiative and ownership of your work, your tasks, your timelines. You can anticipate, understand, and respond to the needs of internal clients, and you are driven to meet or exceed their expectations. You thrive in a dynamic team environment with competing deadlines, rapidly changing priorities. The technical skills. You have expertise with Salesforce and proficiency with Microsoft Office. You can quickly come up to speed on new tools and technologies. The interpersonal skills. You have outstanding written and oral communication. You are a strong collaborator and can build bridges between teams.

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