Sales & Marketing Operations Specialist

Position Summary

This position sits uniquely between sales, sales management, finance, tech, and marketing to help support the logistics of running our revenue operation and measuring its successes. The primary responsibility is to: 1. build, review, and understand key performance indicators (KPI), 2. measures progress of the commercial team against the KPIs, and 3. effectively communicate successes, deficiencies, and trends back to the sales management team to drive accountability. In support of its primary responsibility, this position will also be relied upon to help move initiatives and projects forward by maintaining clean and accurate notes, reviewing open action items, and keeping parties to task to put plans into action. 

Key Responsibilities:

• Work closely with commercial teams and leadership to develop, maintain, and review performance metrics
• Identify trends among the data and effectively communicate back to commercial leadership
• Work closely with finance to develop new reporting to help manage performance metrics
• Run point on key commercial initiatives so deadlines are hit, and ROI is measured and achieved
• Maintain agenda and action items from commercial meetings to ensure proper movement on key deliverables
• Assist in pipeline and forecast management based on top of funnel sales activity
• Onboard new users in our system; helping to align territories, MSAs, and reporting structures
• Create and manage all agency, contact, and new business opportunity changes in the CRM as it relates to Sales
• Manage new list uploads, M&A changes, and data integrity in our CRM for accurate reporting
• Quarterly scrubbing and data reconciliation in our CRM
• Manage all Marketing and Events data which includes data digestion, reporting, and insights
• Support in lead generation activity which involves lead conversion, assignment, and outreach.

Required Skills & Qualifications:

• Strong sales sense - understand how sales reps and territories work  
• Excellent analytic skills - ability to run, digest, and summarize data  
• Detail oriented  
• Strong organizational skills to be manage multiple projects, tasks, and deadlines all at once 
• Bachelor’s degree in business, Finance, or Marketing   
• 1-3 Years of Experience in Sales or Finance    
• Required:  Experience with Salesforce or similar CRM 
• Preferred but not necessary:  Experience with Tableau   
• High proficiency in Microsoft Office (Excel, Word, Outlook, etc.) , especially Excel. 

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment