POSITION SUMMARY:
The Sales & Marketing Operations Specialist will play a key role in supporting our sales and marketing teams with system support, managing data, reporting, and coordinating various initiatives to drive revenue growth and enhance customer engagement.
ESSENTIAL FUNCTIONS: To perform this job, an individual must perform each essential function satisfactorily with or without reasonable accommodation.
Sales & Marketing Systems Support
- Manage, administer and maintain the sales CRM and related systems, to include enhancements and improvements
- Manage and validate the integrity of sales data within the systems
- Support of system tools such as Definitive, Engage, Salesforce
Sales Reporting
- Primarily using CRM, generate reports and dashboards to provide KPIs and other key performance metrics
- Track and report sales pipelines, forecasts, and other sales reports relative to sales target and performance
- Collaborate with finance, payroll, recruiting and marketing as needed
- Other ad hoc reporting and projects as required
Sales Implementation
- Provide support to sales and marketing leadership in implementations of strategies, action plans
- Ensure alignment between sales strategies and system capabilities
- Serve as a subject matter expert on sales operations, providing assistance to team members
Marketing Support
- Work with marketing team to develop sales materials, collateral, presentations, etc.
- Assist marketing with events, conferences and trade shows
- Support marketing team on other projects
Education:
- Bachelor’s Degree business administration, finance, or related field preferred. A combination of education and experience that provides the required knowledge, skills, and abilities may be considered
Experience:
- Minimum of 2 years’ relevant experience as a in sales operations, with the ability to interpret data, identify trends and create actionable insights
- Strong skills in data analysis tools including Microsoft Excel, and data visualization software (e.g., Tableau, Power Bi, PowerPoint)
- Prefer experience working with sales and marketing CRM systems (e.g., Salesforce, Talent Rover)
- Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams
- Detail-oriented with a focus on accuracy and quality in data analysis and reporting
INDCORP
WORK ENVIRONMENT AND TRAVEL REQUIREMENTS:
- Occasional travel, as needed
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Last updated on Dec 27, 2024