Sales Operations Specialist

Position Summary:

This position sits uniquely between sales, sales management, finance, tech, and marketing to help support the logistics of running our sales operation and measuring its successes. The primary responsibility is to: 1. build, review, and understand key performance indicators (KPI), 2. measures progress of the sales team against the KPIs, and 3. effectively communicate successes, deficiencies, and trends back to the sales management team to drive accountability. In support of its primary responsibility, this position will also be relied upon to help move initiatives and projects forward by maintaining clean and accurate notes, reviewing open action items, and keeping parties to task to put plans into action.  

Key Responsibilities:

• Work closely with sales and sales leadership to develop, maintain, and review performance metrics 
• Identify trends among the data and effectively communicate back to sales leadership
• Work closely with finance to develop new reporting to help manage performance metrics
• Run point on key sales initiatives to deadlines are hit, and ROI is measured and achieved
• Maintain agenda and action items from sales meetings to ensure proper movement on key deliverables 
• Assist in pipeline and forecast management based on top of funnel sales activity 
• Onboard new users in our system; helping to align territories, MSAs, and reporting structures
• Create and manage all agency, contact, and new business opportunity changes in the CRM as it relates to Sales
• Manage new list uploads, M&A changes, and data integrity in our CRM for accurate reporting
• Quarterly scrubbing and data reconciliation in our CRM 
• Input sales activity for RVPs to track real-time field performance

Required Skills & Qualifications:

• Strong sales sense - understand how sales reps and territories work 
• Excellent analytic skills - ability to run, digest, and summarize data 
• Detail oriented 
• Strong organizational skills to be manage multiple projects, tasks, and deadlines all at once

Minimum Requirements:

• Bachelor’s degree in Business, Finance, or Marketing  
• 1-3 Years of Experience in Sales or Finance   
• Required:  Experience with Salesforce or similar CRM
• Preferred but not necessary:  Experience with Tableau  
• High proficiency in Microsoft Office (Excel, Word, Outlook, etc.) , especially Excel. 

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Light travel may be required