Head of Sales Operations

Responsible for management of Salesforce platforms, overseeing architectural design, and providing architectural guidance for solution delivery projects

• Own the training and development of SF end users to improve adoption allowing the business to fully leverage the Salesforce product suites

• Providing technical guidance on architectural solutions within the Salesforce environment and third party software

• Designing workflow automation with business owners

• Lead Salesforce governance plan and product roadmap

• Support configuration in Salesforce - including but not limited to creating custom objects, fields, validation/workflow rules, flows, data clean up, creating users, profiles, and roles

• Develop Salesforce Org strategy to manage existing org across departments

Proactively coordinate with various stakeholders (domestically & internationally) to prioritize projects and communicate changes to those stakeholders

Fully own & manage the sales tech stack (supporting how it integrates with marketing tech), ensuring that we are getting the best return out of our investment, e.g. monitoring usage, managing integrations, etc.

• Manage budget in conjunction with sales leadership

• Provide technical and architectural leadership for SalesForce applications, platforms, middleware, 3rd party services, and databases

• Identify and recommend third-party products/applications and determine when it is appropriate to enhance our Salesforce experience

Build and maintain territories to support a growing sales team; build efficiencies and automation into the account assignment for these territories

Build and maintain reporting that gives leadership full visibility into conversion across our funnel, including multi-touch attribution that will help to drive more intelligent investment decisions

Evaluate and integrate tools that support our sales enablement efforts

Partner with IT team in implementing process changes to ensure compliance with privacy policies, security audits and certifications

Build and maintain sales compensation plans; coordinate with Finance to provide reporting for these to all commissioned employees

5-7 years experience in Sales Operations, Salesforce administration

Leadership experience is highly preferred, but not required 

Experience working with senior management and end users to translate business requirements into well-architected solutions using the Salesforce platform and products

Demonstrating proficiency in IT areas of analytical thinking and innovation and a successful track record in strategy development and execution.

Proven track record in maintaining integrity, accountability, transparency and quality in governance, performance and reporting activities

Salesforce Admin or Architect certifications and Tableau experience is a major plus, however, sufficient Salesforce expertise to manage Salesforce team members to drive results is needed

You follow through with all assignments in a timely manner

You give 100% to all tasks and projects you are given

You actively comment and participate in group collaborations

You will take full ownership of your projects and follow through to completion

You proactively identify areas of opportunity and work cross-functionally to execute on them

Game Changers- A game changer is someone who looks at problems with an open mind and shares new ideas with team members, regularly reassesses existing plans and attaches a realistic timeline to goals, makes profitable, productive, and innovative contributions, and actively pursues improvements to Pattern’s processes and outcomes.

Data Fanatics- A data fanatic is someone who recognizes problems and seeks to understand them through data, draws unbiased conclusions based on data that lead to actionable solutions, and continues to track the effects of the solutions using data.

Partner Obsessed- An individual who is partner obsessed clearly explains the status of projects to partners and relies on constructive feedback, actively listens to partner’s expectations and delivers results that exceed them, prioritizes the needs of your partners, and takes the time to create a personable experience for those interacting with Pattern.

Team of Doers- Someone who is a part of a team of doers uplifts team members and recognizes their specific contributions, takes initiative to help in any circumstance, actively contributes to supporting improvements, and holds themselves accountable to the team as well as to partners.

An initial phone interview with Pattern’s talent acquisition team

A video interview with a hiring manager

An onsite interview with a panel of department leaders

Reference checks 

Executive review 

Be prepared to talk about professional accomplishments with specific data to quantify examples

Be ready to talk about how you can add value and be the best addition to the team

Focus on mentioning how you would make a difference at Pattern

Be prepared to talk about any side projects related to data and analytics

Unlimited PTO

Paid Holidays

Onsite Fitness Center

Company Paid Life Insurance

Casual Dress Code

Competitive Pay

Health, Vision, and Dental Insurance

401(k)