Who We Are
Doyle Accounting Services provides accurate bookkeeping services, on-time, every-time, for small and midsize businesses across the United States. We ensure our customers have tax-ready, franchisor-compliant financial statements so our customers can focus on doing what they do best, running their business.
How You Will Succeed
You will be responsible for driving efficiency and performance across the sales cycle, ensuring processes are streamlined and supported by accurate data. You will be pivotal in managing Salesforce, forecasting revenue, and providing actionable insights to the sales leadership. In this role, you will collaborate with Marketing Operations to ensure lead-to-sales alignment, but your primary focus will be on sales operations, pipeline health, and sales forecasting.
- Streamline and optimize sales workflows to ensure efficient lead management, deal progression, and pipeline accuracy.
- Develop and manage the sales process documentation to ensure consistency and scalability.
- Collaborate with the sales team to identify bottlenecks in the sales process and propose solutions to improve sales cycle velocity.
- Serve as the primary Salesforce administrator, ensuring data integrity and optimizing the CRM for sales team needs.
- Develop and implement Salesforce best practices, ensuring the adoption and utilization of all features that enhance sales performance.
- Customize and manage Salesforce dashboards and reports to provide real-time insights into sales activities, pipeline health, and performance metrics.
- Manages and owns the sales forecasting process, working closely with sales leadership to ensure accurate pipeline data and accurate and reliable revenue projections.
- Analyze sales data to track and monitor deal progression, win rates, and key performance indicators, providing recommendations to improve forecasting accuracy.
- Collaborate with internal team(s) to track upsell opportunities.
- Analyze sales performance data and provide actionable insights to leadership driving decision-making and strategy development.
- Develop and manage key sales metrics, including pipeline health, deal conversion rates, and sales velocity, offering insights on areas for improvement.
- Identify trends in sales data to uncover new revenue opportunities or highlight areas for optimization.
- Work closely with Marketing to ensure proper lead handoffs between marketing and sales teams.
- Share insights and collaborate on improving sales-marketing alignment but maintain a sales-first focus.
Skills & Requirements
- Bachelor's degree in business, Accounting, Finance, or a related field.
- 5-7 years of experience in revenue operations, sales operations, or a related role.
- Proficiency in Salesforce administration (Salesforce certification is a plus) and experience managing CRM systems.
- Strong analytical skills with a proven ability to interpret complex sales data and provide actionable insights.
- Experience in developing and optimizing sales processes, with a focus on pipeline management and forecasting.
- Advanced Excel skills and experience with data visualization tools are a plus.
- Strong analytical and problem-solving skills, with the ability to use data to inform decisions
Perks and Benefits
- Employer Paid Medical, Dental, Vision, STD/LTD, and Life Insurance
- HSA with employer contributions
- 401(k) and Company Match
- Holidays and Paid Time Off
- Childcare reimbursement
- Employee assistance program
- Continuing education reimbursement program
- Opportunity for continuous learning
- A knowledgeable, high-achieving, experienced, and fun team
Salary Range: $75k-$90k
EEO Statement
Doyle HCM/Doyle Accounting Services is an Equal Opportunity Employer. We do not discriminate against qualified applicants based upon any protected group status. A protected group status includes but is not limited to race, color, creed, religion, gender, national origin, ancestry, age, marital status, military or veteran status, sexual orientation, physical or mental disability or medical condition as defined by applicable equal opportunity laws.
ADA
All job requirements are subject to possible revision to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a threat or risk to the health and safety of themselves or other employees.
Top Skills
What We Do
You need a strategic HR & Payroll partnership that you can trust to watch over the company. Doyle HCM can be that solution. We deliver clients with tailored Human Capital Management strategies and provide administrative relief. We identify challenges quickly and design customized solutions tailored to each client’s specific needs. We become part of your team, always available to provide guidance and to deliver exceptional services to our clients. We focus on providing a superior customer experience with an unwavering commitment to earn our clients’ loyalty for life.