Sales Operations Assistant

Job Title

Flsa Status

Reports To

Department

Summary

Essential Duties/ Responsibilities

• Salesforce:
• Enter order date for new contracts
• Clean up Salesforce data including the deletion of duplicate accounts and inactivating outdated contacts
• Sales Support:
• Assist with contract documentation and tracking
• Coordinate with sales reps to ensure timely data entry while supporting territory and account alignment
• Reporting & Analysis:
• Generate basic reports and dashboards
• Assist with tracking sales performance metrics such as: lead and task tracking & metrics, win/loss, product and client information.
• Process Improvement:
• On-going process improvement work with a focus on identifying inefficiencies in data workflows, and recommending improvements to streamline operations
• Cross Functional Collaboration:
• Coordinate with finance, marketing, and enablement teams to ensure data consistency
• Support onboarding of new sales team members with CRM setup
  

Education Desired

Specific Knowledge, Skills, And Abilities Required

• EAGER AND WILLING TO LEARN
• A desire to work with cutting edge technology and software (Salesforce.com)
• 1+ years of Salesforce experience
• 1+ years of experience in reporting, research, and dashboards In Salesforce preferred
• Ability to communicate effectively through verbal, written, and listening skills with both US and India based Associates
• Ability to use deductive and inductive reasoning to provide conclusions and answers that make sense.
• Ability to multi-task with strong organizational skills while managing multiple priorities
• Strong detail orientation, analytical & critical thinking skills, and intellectual curiosity
• Excellent written and verbal communication skills for the purpose of communicating and presenting research and analysis
• Experience utilizing the Microsoft Suite of solutions, including MS Excel, PowerPoint, Word and Access.
  

Supervisory Responsibilities

Physical Requirements

• Requires ability to use a telephone
• Requires ability to use a computer
• Most of work will be spent in a seated, climate-controlled office