SALES OPERATIONS MANAGER

3 days ago

Costa Mesa, United States CareConnectMD Inc Full time
Job DescriptionJob Description

Summary

The Sales Operations Manager will play a critical role in optimizing our sales processes and driving the success of the sales team. This role will be responsible for owning and managing the Salesforce CRM reporting and lead management system, ensuring accurate and up-to-date data that supports efficient sales operations.

Key Duties and Responsibilities

  • Team Management:
    1. Lead, mentor, and manage a team of Sales Operations Coordinators, ensuring clear expectations and objectives are set and met.
    2. Provide ongoing coaching and performance feedback, fostering a collaborative and high-performing team culture.
    3. Monitor team workload and adjust resources as necessary to ensure timely completion of tasks and projects.
    4. Conduct regular one-on-ones and team meetings to support growth and address challenges.
  • Salesforce CRM Management:
    1. Oversee the Salesforce CRM system, ensuring data integrity, accuracy, and timeliness.
    2. Develop and implement best practices for data entry, lead tracking, opportunity management, and pipeline reporting.
    3. Customize Salesforce to meet the specific needs of the sales team, including creating custom fields, reports, and dashboards.
    4. Train and support sales representatives on Salesforce functionality and best practices.
  • Reporting and Analytics:
    1. Generate regular and ad-hoc reports and dashboards to provide insights into sales performance, pipeline trends, and revenue forecasts.
    2. Analyze sales data and identify areas for improvement, such as process inefficiencies, conversion rates, and sales cycle times.
    3. Collaborate with cross-functional teams to define key performance indicators (KPIs) and develop meaningful metrics to measure sales effectiveness.
  • Lead Management:
    1. Own the lead management process from lead generation to conversion, ensuring leads are properly assigned, tracked, and nurtured.
    2. Implement lead scoring methodologies and automate lead assignment rules in Salesforce to optimize lead distribution and increase conversion rates.
    3. Collaborate with marketing teams to ensure effective lead qualification and alignment between marketing and sales efforts.
  • Process Improvement:
    1. Continuously assess and improve sales processes and workflows to enhance efficiency and effectiveness.
    2. Identify opportunities for automation and implement solutions to streamline sales operations.
    3. Collaborate with stakeholders to gather requirements, propose system enhancements, and lead Salesforce-related projects.
  • Team Collaboration:
    1. Work closely with sales leadership and cross-functional teams, including marketing, operations, and finance, to align sales strategies and objectives.
    2. Foster strong communication channels between sales and other departments to ensure a coordinated and efficient workflow.
    3. Provide insights and recommendations to senior management based on sales data and market trends.

Education and Experience

  • Bachelor's degree in business, sales, marketing, or a related field (or equivalent experience).
  • Proven experience (3+ years) managing Salesforce CRM reporting and lead management in a sales operation’s role.
  • Deep understanding of Salesforce CRM functionality, including reporting, dashboards, workflows, and data management.
  • Strong analytical skills with the ability to translate data into actionable insights.
  • Excellent project management skills with the ability to prioritize tasks and meet deadlines.
  • Solid understanding of sales processes and the ability to identify areas for improvement.
  • Exceptional attention to detail and a commitment to data accuracy.
  • Excellent communication and interpersonal skills to collaborate effectively with stakeholders at all levels.
  • Salesforce Administrator or advanced Salesforce certifications are a plus.

Essential Skills and Abilities

  • Thrives in an unstructured, start-up environment.
  • Self-starter that can work independently and collaboratively, prioritize tasks and has initiative and excitement to take on unfamiliar tasks.
  • Advanced knowledge of word processing, graphic presentation and computer software related to specific tasks.
  • Demonstrated excellent computer and word processing skills with special emphasis on calendaring, presentation, and spreadsheet capabilities.
  • Working knowledge of company policies, procedures, and operations
  • Excellent composition, grammar, and business language skills
  • Excellent communication and interpersonal skills with the ability to effectively communicate with all levels of management, patients, and family members.
  • Creative, flexible, well organized, resourceful, and detail-oriented
  • Excellent judgment in handling confidential and sensitive information
  • Ability to work independently, set priorities and handle multiple tasks with a high level of efficiency.
  • Establishing and maintaining cooperative working relationships with others
  • Ability to work across locations and time zones.

Core Competencies

  • Instills trust
  • Customer focus
  • Manages ambiguity
  • Collaborates
  • Drives results

To ensure the health and safety of our workforce while doing our part to protect those around us, CareConnectMD is requiring proof of full COVID vaccination for employees as a condition of employment, subject to legally recognized accommodations.

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