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Summary:
The Sales Operations Specialist will be responsible for providing sales operations and administrative support to the Client Success team, and specifically to SDR managers. They will work closely with managers and be responsible for providing all data relevant to client weekly (or bi-weekly) reports, delivering a fully complete client report, outside of any qualitative information that may be needed from the managers. Sales Ops Specialists will also provide support by building CRM (Salesforce, Hubspot) reports, dashboards, or other CRM related tasks, outside of importing lists and developing list views. In addition, the Sales Ops specialists will be responsible for any implementation or integration of tools, as needed and as directed by managers.
Key Responsibilities
- Ensure weekly reports are fully developed with relevant data and information, outside of any qualitative info that needs to be provided by the manager
- Deliver weekly reports to manager on a specific schedule to manager
- Build CRM reports and dashboards as needed, at the direction of the manager team
- Provide additional sales ops support for other salesforce tasks like tool integration or implementation
Qualifications
- Bachelor's or Master's degree in Business Administration, Operations Management, or a related field
- 2 - 3 years of experience in Sales operations or a similar role
- C1/C2 English proficiency
- Proven experience using sales enablement tools
- Excellent problem-solving and analytical skills
- Strong communication and collaboration skills
- Ability to manage multiple tasks and priorities effectively
- Proven leadership and team management abilities
- Experience with CRM software (e.g. Salesforce, Pipedrive, etc.) a plus
