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Sales Operations Specialist

2 months ago

Provo, Utah, United States MW Partners Full time

Key Responsibilities:

  • Collaborate closely with sales representatives and leadership to meet sales objectives by delivering timely sales insights, including pipeline assessments, best practices, and performance metrics.
  • Engage with sales operations and management to pinpoint challenges and areas for improvement within the organization, identifying key stakeholders to address these issues.
  • Work together to uncover problems and devise solutions that enhance operational efficiency for the sales teams.
  • Tackle issues of moderate to complex nature where analysis of circumstances or data necessitates a comprehensive review of various factors.
  • Coordinate with internal departments throughout each sales quarter to resolve outstanding items and finalize transactions, ensuring all requisite documentation is completed prior to deal closure.
  • Support the end-of-quarter sales initiatives by facilitating the processing of all sales orders and approvals through internal data entry systems.
  • Assist the sales team with requirements related to internal systems and processes.
  • Help the sales team with deal structuring to ensure optimal value for the organization while maximizing sales targets.
  • Collaborate with other Sales Operations Managers to exchange knowledge, share best practices, and promote standardization across the sales organization.
  • Utilize judgment within established procedures and practices to determine suitable actions.
  • Plan and execute projects for account and territory selection to optimize the sales team for future planning.

Qualifications:

  • Bachelor's degree in Business or Finance.
  • Experience in financial and project data analysis.
  • Background in finance, knowledgeable in budgeting, capital expenditures, operational expenditures, depreciation, financial modeling, and return on investment.
  • Proficient in Excel, including pivot tables, data analysis, and modeling; experienced in metrics and data analytics, with strong capabilities in executive-level PowerPoint presentations and reporting systems such as Tableau.
  • 1-3 years of experience in a Sales Operations, Finance, or analytical role.
  • Strong analytical abilities.
  • Advanced Excel skills with attention to detail.
  • Excellent communication skills with the ability to foster cross-functional relationships.
  • Possess a proactive attitude and a strong sense of urgency.
  • Experience with Salesforce CRM is advantageous.