We are looking for a Sales Operations Specialist to support our growing sales organization and its customer base by ensuring that policies, systems and procedures relating to CRM /sales force automation and related analytics are maintained and adhered to. Tracks, analyzes, monitors and reports on the ongoing quality and integrity of sales force data being entered into the system throughout the sales lifecycle. Routinely assists sales rep in the on-boarding of new customers as well as the support and renewal process of existing customers. Also supports Sales Management with forecasting and trending tools. Provides coordination between Marketing, Accounting, Product Development and IT on specific projects relating to ongoing process improvements and changes. Prepares and distributes policies and procedures relating to sales force automation for purposes of training and knowledge transfer. The ideal candidate will have a passion for sales and for providing outstanding customer experiences while thriving in a startup environment that blends technical and soft skills. Key activities in this role require the ability to support a growing sales organization and maintain its CRM and other related sales tools and technology.
• Strong knowledge of CRM/sales software – Microsoft Dynamics CRM or Salesforce.com software experience is a must, experience with other analytic tools are a plus. • 2+ years of experience in sales, financial or business analysis /operations supporting a sales organization • Experience with design and maintenance of a CRM software required (MS Dynamics CRM preferred) • Experience using a marketing automation tool a plus. • Excellent knowledge of sales organization's business procedures and objectives
Equal Opportunity Employer
Sonoma Consulting is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Opens in a new tab
