Sales Operations Specialist

As the Sales Operations Specialist at Zinnia, you will play a crucial role in the Revenue Operations team by handling various administrative and operational tasks to ensure seamless support for stakeholders and optimize processes. Your success in this position will rely on your ability to collaborate across functions in a dynamic environment while effectively managing multiple tasks simultaneously. The ideal candidate will have keen attention to detail, demonstrate proficiency in executing both standardized and ambiguous processes accurately and quickly, think strategically, exhibit a strong work ethic, take initiative, and excel as a problem solver. Your responsibilities will include understanding business requirements and translating them into clear reporting needs, developing and maintaining sales analytics reports and dashboards to provide actionable insights for sales and executive leadership teams, offering CRM administration support, training, system configuration, reporting, process documentation, and data maintenance. Additionally, you will conduct business analysis for leads and prospects, plan and prepare for Zinnia and prospect visits and conferences, act as a primary contact for sales team inquiries, optimize sales and operational efficiency through innovative thinking and process improvement, foster collaborative relationships with aligned business units, manage concurrent projects, and deliver clear communications and presentations tailored to specific audiences. To excel in this role, you should have at least 3 years of experience in managing Salesforce administration tasks, a track record of working with US-based stakeholders to develop complex reports and dashboards (Salesforce and BI experience preferred), and hold a Salesforce Admin Certification. Strong written and verbal English communication skills, analytical and problem-solving abilities, comfort in a fast-paced environment, project management skills, proficiency in Google Docs, Sheets, Slides, Microsoft Office Suite (especially Excel, Word, PowerPoint), relational databases, SQL queries, as well as analytical, reporting, data manipulation, dashboard creation, and business intelligence skills are essential. While experience in the annuity and life insurance industry is preferred but not mandatory, this role offers you the opportunity to contribute to a leading technology platform for accelerating life and annuities growth. Join us at Zinnia and be part of a team that values boldness, collaboration, and delivering value.,