About You
- You are both analytical and process oriented.
- You enjoy sharing your knowledge, and helping others succeed.
- You are an independent thinker who is not afraid to ask questions, or call out potential gaps in tools or processes.
- You take ownership; You are willing to step outside of your role or comfort zone to ensure the success of the business; No task is too big or too small
- You can juggle multiple priorities and are excited to work in an environment where change is constant.
- You have the ability to think big, creating systems, processes and tools that will help us build for Global Scale.
- You can see the big picture, identify and communicate trends, opportunities and gaps. You can also zoom-in to provide tactical recommendations in-response to your observations.
- You love being part of a team. You are dedicated to the mission, but like to have fun along the way.
What you will do
- Partner with Regional Sales Directors to support and enhance forecasting processes, measure team performance and productivity, and support ad-hoc reporting needs.
- Develop and maintain sales Key Performance Indicators (KPIs) and support the rhythm of the business through weekly, monthly and quarterly reporting.
- Own operational workstream with general direction from sales leadership
- Collaborate cross-functionally and act as the SME for escalations for key issues such as quoting, pricing, process, and deal management
- Help manage pipeline, weekly forecasting, QBRs/business intelligence/analytics, and overall operational projects
- Collect feedback from sales to improve the current Salesforce org for scalability in function, accuracy and reporting needs
- In coordination with sales leadership to drive territory planning, account segmentation, and provide optimal and equitable territories for account executives
- Provide comprehensive sales operational training and support, including but not limited to Salesforce best practices, Quoting (CPQ), Prospecting (ZoomInfo; Sales Navigator), and Sales Engagement (Outreach.io)
- Maintain a high level of sales data integrity and upkeep, managing Salesforce records with multiple data sources. Ensure account and opportunity ownership/alignment, accuracy and coverage.
- Own Sales Support channels responding to adhoc support requests revolving around data hygiene, quoting, sales process, and tools
- Champion our Sales Team and work closely with cross-functional teams, including but not limited to Marketing, Sales Operations, and IT, in driving scalability and efficiency into our sales processes.
Must Haves
- Minimum of 5-8+ years of experience in a Sales Operations, Sales Support, or Analyst role preferably in SaaS or Cybersecurity.
- Must have knowledge and experience with complex dashboards & reports, custom report types, calculated fields, and an understanding of workflows
- The ability to own and manage projects in alignment with business needs.
- Exceptional quantitative and MS Excel/Google Sheets skills (i.e. sumifs, index/match and vlookup, table formulas, pivot tables, etc.)
- Background with Sales Systems, specifically Salesforce.com, but also Salesforce CPQ, ZoomInfo, Maps, Clearbit, UserGems, Sales Navigator, People.ai.
- Strength in researching, understanding, distilling and communicating complex business issues, ideas and analyzing business impact
- Proactive mindset, willing to see something that needs to be done and provide suggested solutions to get it done
- Enjoys working with numbers, and taking an analytical approach to solving problems
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