Sales Operations Specialist, FinQuery

• To excel in this role, the Sales Operations Specialist must possess exceptional organizational and time management skills, enabling them to juggle multiple priorities and consistently meet deadlines in a dynamic and fast-paced environment
• Organized, detail-oriented, a self-starter, and a problem-solver
• Able to work in a fast-paced, changing environment with multiple, competing priorities
• Experienced in creating dynamic reports and dashboards
• Proficient in Google Sheets and/or Excel
• Possesses strong interpersonal and communication skills, with the ability to work with cross-functional teams

Desirable

• The Sales Operations Specialist will play a key role in the success of the sales teams by providing multifaceted support
• This includes but is not limited to facilitating the onboarding of new sales personnel, generating insightful reports and dashboards that empower Sales leadership to make informed decisions, and offering crucial support to the sales team throughout the entire sales cycle
• The Sales Operations Specialist will be responsible for effectively utilizing the Customer Relationship Management (CRM) tool to maintain accurate and up-to-date customer data, track sales activities, and manage customer interactions throughout the entire customer lifecycle
• This will include inputting new customer information, updating existing records, and ensuring data integrity across the CRM platform
• Reports to Director, Revenue Operations
• Provide comprehensive support and assistance to Sales Teams
• Support the Salesforce Administrator with Salesforce-related projects by testing assigned sprint scenarios
• Manage Sales Operations internal service requests
• Develop, prepare, and manage reporting and dashboards within the CRM and Looker for the sales organization
• Offer support by resolving issues related to quotes and e-signature tool
• Administer and maintain BI Tool reporting functionalities
• Organize and curate sales collateral to ensure accessibility for representatives
• Ensure strict adherence of sales teams to established sales processes, policies, and procedures
• Monitor and analyze critical business performance indicators and trends to facilitate strategic and tactical business decisions
• Collaborate closely with Customer Success, Sales, Marketing, and other functional areas to enhance sales team performance and success
• Maintain and ensure data integrity within the CRM tool (Salesforce)
• Conduct thorough closed deal reviews
• Assist in identifying and implementing process improvements
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned