Lead the development, implementation, and maintenance of standardized sales processes, including lead management, opportunity management, and sales forecasting.
Identify areas for improvement in sales workflows and propose solutions to enhance efficiency and productivity.
Collaborate with sales leadership to implement and track key performance indicators (KPIs) for sales activities.
Document and maintain sales processes and best practices.
Oversee the management and maintenance of key sales systems, including Salesforce (or your CRM), and other sales enablement tools.
Ensure data integrity within Salesforce, ensuring accurate and up-to-date information for reporting and analysis.
Lead the implementation of new Salesforce features and functionalities.
Provide support and training to sales team members on the use of sales tools and systems.
Develop and maintain a robust sales analytics framework to provide actionable insights to the sales team and leadership.
Create and deliver regular reports and dashboards to track sales performance, identify trends, and inform decision-making.
Conduct in-depth analysis to identify opportunities for improvement in sales strategies and tactics.
Present findings and recommendations to sales leadership.
Lead and mentor a small team of sales operations specialists, providing guidance, support, and development opportunities.
Foster a collaborative and high-performing team environment.
Delegate tasks effectively and ensure accountability.
Work closely with other departments, such as marketing, finance, and customer success, to ensure alignment and efficient operations.
Support the onboarding and training of new sales team members on sales processes and systems.
Participate in sales meetings and provide operational updates and insights.
Required Qualifications:
5-10 years of experience in sales operations, with at least 2 years in a leadership role.
Deep understanding of Salesforce (or your CRM) and related sales technologies. Salesforce administration experience is a strong plus.
Strong analytical and problem-solving skills with the ability to interpret data, draw meaningful conclusions, and present findings in a clear and concise manner.
Excellent written and verbal communication skills and a proven ability to collaborate effectively with cross-functional teams.
Experience in designing, implementing, and optimizing sales processes.
Passionate about using data to drive sales decisions and improve performance.
Proven ability to lead, motivate, and develop a team.
Comfortable working in a fast-paced environment and being actively involved in day-to-day operations.
Preferred Qualifications:
Experience with CPQ (Configure, Price, Quote) software.
Familiarity with data visualization tools (e.g., Power BI, Tableau).