The Sales Operations Specialist supports the sales and client delivery teams by providing essential administrative and operational assistance. This role is pivotal in maintaining excellence in customer satisfaction, client success and ensuring the seamless execution of sales processes. By contributing to the efficiency and effectiveness of the sales team, the Sales Operations Specialist plays a crucial role in the overall success of the company.
Key Responsibilities:
Sales Data Management: Manage and maintain accurate sales and account data in CRM systems (e.g., Salesforce), ensuring data integrity and accuracy. Performance Analytics: Track and analyze key metrics, including pipeline health, Salesforce cases, and file postings. Provide actionable insights and recommendations to improve performance. Sales Support: Assist the sales team in responding to website inquiries and the creation of presentations and/or proposals as needed. Conference Coordination: Support the coordination of industry conferences, including scheduling, logistics, and communication with vendors and participants. Ensure seamless execution to enhance company presence and networking opportunities. Reporting: Create and maintain regular reports for sales, operations, and other departments, ensuring data accuracy and timely delivery. Client Support: Assist in managing client accounts, ensuring their needs are met and fostering positive relationships. Act as a point of contact for clients, providing assistance with requests and inquiries, and resolving issues in a timely manner. Additional Responsibilities: Perform other related duties as assigned to support the organization’s goals and objectives. Flexibly assist with tasks that may arise due to evolving business needs or priorities.
Qualifications:
Education: Bachelor’s degree in business, marketing, or a related field, or a comparable combination of education and experience Experience: 1-2 years of experience in customer service, sales operations, or account management preferred.
Skills and Attributes:
Strong interpersonal and communication skills, both verbal and written High level of integrity and a service orientation towards clients and co-workers Excellent organizational and time management abilities Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce) Ability to manage multiple priorities and projects simultaneously with excellent attention to detail Strong analytical skills and ability to interpret data Ability to work both independently and as part of a team
