Sales Operations Specialist Job Description Template
Our company is looking for a Sales Operations Specialist to join our team.
Responsibilities:
- Proactively seek regular feedback from sales leadership and field on customer problems, priorities and opportunity areas;
- Field ad hoc content and support requests from the Sales team;
- Manage and enforce the proposal request process;
- Work within a variety of systems including but not limited to: Salesforce, Connected2Fiber, MasterStream, D&B and other applications and/or vendors;
- Assist with events — includes planning, setup and tear down;
- Work with a broad set of key stakeholders to support & maintain innovative sales and technical sales enablement programs & systems;
- Consistently analyze opportunities to accelerate sales cycle through sales tools;
- Manage the sales enablement content repository;
- Document all Client communication, contacts, IOs, budget lines and opportunity updates in Salesforce;
- Assist with the preparation of reports by collecting information in coordination with Sales management;
- Assist with CRM database maintenance and upkeep;
- Build client-facing materials such as RFPs and presentation decks;
- Coordinate cross functionally between media, sales-ops and ad-ops for major campaign changes (pricing/budget updates, compliance updates, etc.);
- Manage all Client campaign files, key metrics and information supporting ongoing client projects and initiatives;
- Act as liaison between outside sales and customers by keeping in contact with each throughout the sales process.
Requirements:
- Professional email writing and speaking skills necessary to communicate clearly and accurately to both internal and external clients;
- Customer-centric orientation with the ability to build relationships via email, telephone, or in-person interactions;
- Experience working with a CRM system, ideally HubSpot;
- Highly proficient in Excel and the rest of the Microsoft Office Suite;
- Good research skills with an ability to learn new, complex business challenges quickly;
- Act as liaison between outside sales and customers by keeping in contact with each throughout the sales process;
- Enter and coordinate processing of customers’ purchase orders;
- Intermediate knowledge of Adobe Creative Suite, InDesign;
- Urgency and time management skills with ability to manage and set expectations;
- Proficient knowledge of Microsoft applications, including Word, Excel, and PowerPoint;
- Assist with the preparation of reports by collecting information in coordination with Sales management;
- Demonstrates excellent oral and written communication skills. Ability to write with persuasion;
- Experience working with CRM platforms or similar systems. (Microsoft Dynamics CRM a plus.);
- Assist with CRM database maintenance and upkeep;
- Must be goal minded and possess a self-starting drive to get the job done.