Sales Operations Senior Associate

1 Month ago • 3 Years +

Job Summary

Job Description

The Sales Operations Senior Associate will be responsible for supporting pipeline hygiene, analysis, reporting, and special projects. This role involves analyzing data to provide insights on the pipeline and won opportunities, supporting the Sales and Marketing teams, managing inbound lead analysis and routing, troubleshooting Salesforce end-user issues, ensuring data accuracy in Salesforce CRM, assisting in the automation of sales reports and processes, collaborating with stakeholders to develop and maintain reports and dashboards, supporting and optimizing sales processes, and performing sales forecasting. The ideal candidate should have a strong understanding of sales processes, lead and funnel management. In addition, the candidate should be proficient with Microsoft O365, Word, Excel, PowerPoint, and other Microsoft Office applications.
Must have:
  • 3+ years of experience in a Sales Operations role.
  • Bachelor’s Degree in Business Administration.
  • Basic understanding of Salesforce CRM and dashboards.
  • Proficient in Microsoft O365, Excel, and PowerPoint.
  • Strong communication skills (written and verbal).

Job Details

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.

At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. 

What You Will Do

We are looking for a Sales Ops Senior Associate to join our growing operations team.  You will be responsible for supporting pipeline hygiene, analysis, reporting, and special projects.

Ideal candidates will be able to:

  • Analyze data and provide insights on the pipeline and won opportunities
  • Provide support for the Sales and Marketing teams
  • Manage inbound lead analysis and routing, maintaining data integrity, and de-duping
  • Troubleshoot, track, and resolve Salesforce end-user issues
  • Support sales data requirements and ensure data accuracy in Salesforce CRM
  • Assist in automation of sales reports and processes, produce ad hoc reports, and participate in projects
  • Collaborate with department stakeholders to develop, analyze, and maintain custom reports and dashboards to monitor performance and business processes
  • Support and optimize sales processes and the sales funnel
  • Perform sales forecasting
  • Adept at Salesforce and other Sales Ops tools

 Qualifications:

  • Bachelor’s Degree in Business Administration
  • Minimum of 3 years in a Sales Operations role and relevant work experience
  • Adept with technology and able to learn systems quickly
  • Basic functional understanding of Salesforce CRM and experience with creating reports and dashboards
  • Good understanding of sales process, including lead and funnel management, with the ability to support and optimize sales operations
  • Proficient in Microsoft’s O365, Word, Excel, PowerPoint and other Microsoft Office applications
  • Highly analytical and detail-oriented
  • Strong communication skills (written and verbal)
  • Ability to communicate sales metrics and insights in a concise, actionable manner
  • Self-motivated, flexible, with the ability to manage multiple and often changing priorities
  • Proven ability to follow through / follow up to resolve issues
  • Ability to work independently with moderate supervision
  • Must also be willing to be a team player and coordinate with other areas of the business as needed

Spaulding Ridge’s Commitment to an Inclusive Workplace 

When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.

At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.

The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay (challaday@spauldingridge.com). Requests for reasonable accommodation will be considered on a case-by-case basis.

Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.

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