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Sales Operations Assistant

4 months ago

Chico, United States Work Truck Solutions Full time
Job DescriptionJob DescriptionCompany Overview:

Work Truck Solutions' culture combines strong leadership, collaboration, and fun, with incredible growth opportunities for our employees in a fast-paced work environment providing employee engagement, recognition, and development. Our software company is committed to innovation in the rapidly changing commercial vehicle market space. Our vision and culture allow employees to be recognized as thought leaders and thrive in their careers.

In addition to the job responsibilities and requirements, the following values are essential to be a successful member of our team:

Curiosity: you seek knowledge, ask questions, look for answers; you’re proactive and engaged
Perseverance: you hit a snag; you know this is your moment to figure things out and to shine
Innovation: you want to make things better, solve the puzzle, create something new
Flexibility: there’s a new opportunity; you’re ready to flip the script, grow and adapt

About the Role
In this exciting entry-level position, you'll play a vital role in supporting our sales team and optimizing our company’s CRM data and reporting. You'll wear many hats, providing a combination of administrative and analytical support. This is a fantastic opportunity to gain valuable experience in the dynamic world of sales operations and launch your career in this ever-expanding field. The right candidate should have a desire to constantly grow their skills and should have an interest in data management and analysis. While previous experience is desired, we are willing to train the right candidate

Responsibilities:

Data Management & Reporting:
  • Maintain accurate and up-to-date data within our company systems (e.g., Salesforce, Outreach, Pardot)
  • Conduct internet research and data collection to assist the sales team and leadership in targeting top prospects.
  • Keep CRM data up-to-date through various methods including, but not limited to: matching CRM data to competitor or prospect lists utilizing Microsoft Excel, manual data entry, and data imports.
  • Monitor several ongoing reports to identify and update data discrepancies in CRM.
  • Generate reports and dashboards to accomplish various tasks including, but not limited to: tracking sales performance metrics, auditing CRM data, and creating targeted sales and marketing lists.
  • Conduct various data manipulation tasks and analyses utilizing Microsoft Excel.
Administrative Support:
  • Ensure all leads are tagged and assigned to the appropriate Sales individual
  • Manage the company Events Calendar in Salesforce and Google Calendar. Ensure all events are added and maintained accordingly.
  • Assist the sales team with quote creation using Salesforce CPQ.
  • Review and send new and amendment sales agreements through Docusign.
  • Process all signed Docusign agreements in CRM to ensure proper data capture and efficient onboarding.
  • Provide day-to-day troubleshooting and general support to the Sales Team
Qualifications:
  • Proficiency in Microsoft Office Suite and GSuite (Word, Excel, Google Sheets, etc). Strong proficiency in Excel.
  • Excellent attention to detail and organizational skills
  • Excellent communication and collaboration skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Enjoys meticulous tasks and data organization

This is a fully remote position
 

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