The Sales Operations Assistant Team Leader identifies business issues, recommends and designs solutions, and implements new operational processes and procedures to enable and enhance sales effectiveness for 350+ sales reps, management, and support functions.
The Assistant Manager supports a variety of sales activities, including quoting, contracting, reporting, territory management, and commissions.
What You Will Be Doing
Evolve Salesforce business processes, reporting, and data hygiene
Implement new Salesforce best practices based on points of friction in the current sales process or emerging business needs
Conduct ad-hoc report development and data analysis to identify trends
Present findings and recommendations to Sales leadership to increase sales performance, team equity, and ability to scale
Ensure data hygiene by designing and implementing new technical and business processes
Proactively identifies opportunities for sales process improvement. Works closely with sales management to inspect sales process quality and prioritize opportunities for improvement.
Assists sales management in understanding process bottlenecks and inconsistencies. Facilitates an organization of continuous process improvement.
Manage territory and portfolio changes
Review, maintain, and evolve Event Cloud territories, including quantitative scoring and regular reporting
Analyze AM portfolios for balance, geographic centricity, and associated quota
Build new portfolios or move accounts by recommending changes to AM Managers
Implement and track agreed-upon portfolio changes
Coordinate with Sales Management and Commissions on the impact of any changes to commissions plans
Support quoting and contracting processes
Provide tier 2 troubleshooting and guidance to sales reps on building and processing quotes in Salesforce CPQ
Report on and support sales management and reps in resolving contract errors
Capture common errors, questions, and issues to improve training, expand guidance, or submit system enhancements
Troubleshoot complex system and process errors to identify root causes and recommend solutions
Work cross-functionally with leadership and staff across sales, training, IT, HR, Finance, Contracts, Marketing, and Client Services.
Support sales and operations leadership on special projects and analyses
Maintain and expand process documentation
What You Need for this Position
3-5 years of experience in sales operations, sales, customer support, or other process-oriented role
Comfort working with and presenting to more senior staff and leadership, including building consensus and navigating disagreement
Using and reporting in Salesforce CRM
Using or supporting quote-to-cash processes, including Salesforce CPQ
Transforming and summarizing larger datasets (1,000-100,000 records) in Microsoft Excel
Project management or business analyst experience
Excellent analytical and logical skills
Excellent communication skills (English written and spoken).