Sales Operations Specialist

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Sales Operations Analyst

Austin, TX

WHO WE ARE

FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP solution. We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce. 

FinancialForce knows that each individual brings something special to the team, exemplifying a diverse and inclusive work environment. We embrace your authenticity and encourage our employees to “Bring Yourself” to work every day!

THE ROLE

The Sales Operations Specialist is a key role within the revenue org. This position is responsible for providing necessary support with sales administrative programs like data integrity, providing licences and support related to tools and ensuring our Salesforce system is updated.

This position reports to the Director of Sales Operations and works cross-functionally with members of our Sales, Marketing, and Finance teams.

WHAT YOU WILL DO IN THIS ROLE

Provides cross-functional support and assists Sales Leaders in the development of new tools, processes and projects

  • Maintain Data Integrity by utilizing information provided through our selected data provider, managing health check dashboards and actioning the case queue
  • Manage territories and changes in line with the Global Rules of Engagement ensuring that all exceptions are captured and fully auditable
  • Maintain employee On and Off Boarding Tracker ensuring system licences are issued and removed as appropriate
  • Administration and audit of usage and utilisation of Sales Tools including Outreach, LinkedIn Sales Navigator and ZoomInfo
  • Monitor and respond to comments made in dedicate Sales Ops help Slack channels
  • Create Sales process documentation and suggestions for improvements
  • Provide overall support and departmental coordination for Sales Operations team inquiries and ad-hoc projects
  • Work inside Salesforce.com to support the Sales organization 

Qualifications

To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Qualifications include:

  • Bachelor’s Degree preferred
  • Excellent verbal and interpersonal skills
  • Ability to multi-task
  • Ability to work under pressure with strict deadlines.
  • Experience working in SFDC (reporting, dashboards, page layouts, object management)
  • Must have strong Excel experience
  • Proficient in MS Office Suite
  • High energy and positive problem-solving attitude
  • Detail oriented
  • 3+ years sales operations or equivalent 

As an equal opportunity employer, FinancialForce does not discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, marital status, religion, national origin, ancestry, age, disability, military or veteran status, genetic information or any other basis protected by applicable federal, state, or local laws. If, and as required by the San Francisco Fair Chance Ordinance or any other applicable federal, state, or local law, FinancialForce considers qualified applicants with arrest and conviction records for employment. FinancialForce also has an accommodation process to reasonably accommodate applicants and employees with disabilities. For more information or if you have a need, contact [email protected]

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