DESCRIPTION
Empower Sales Reps to drive operational excellence by analyzing and visualizing sales activities such as pipeline management.
Own the technology stack driving the operational effectiveness of the sales team, provide training and evaluate adoption on an ongoing basis for current and new hires
Scale and document best practices and increase the efficiency of how the teams use Salesforce, Dealhub, Salesloft, Gong, and other sales platforms.
Ensure accurate and timely reporting for Managers and teams.
Use automation strategies and analytics to streamline and simplify processes and work with our outsourcing partners to help get them developed in a timely manner.
Be a thought leader and big thinker to help drive actionable insights across revenue, sales pipeline, customer success, sales productivity, and other activities to drive growth.
Train and teach the team how to best utilize sales cadences and prospecting tools.
Have fun while doing it!
REQUIREMENTS
Team player, self-motivated, and extremely detailed oriented with strong analytical skills
2-3 years of Operations or Sales Admin experience
Experience using Salesforce.com (CPQ a plus)
Fluency in Microsoft Office, especially excel
Proficiency in managing analytically rigorous initiatives
Excellent verbal and written communication skills in English.
Expected workdays and hours are Sunday - Thursday (5 days) 42 hours per week. You may work flexible hours during the day as long as you overlap with the team (Mon - Thurs): 8 pm - 11 pm Israel Time. Those are the required and essential available working hours.
RESPONSIBILITIES
Day to Day Tasks:
Be the owner of Documentation. Any time a new process has been created or changed, you will be responsible for updating our Sales FAQ in a clear and concise manner. You’ll start expanding and building out the FAQ knowledge base so that it is easily referenced with screenshots, loom videos, etc.
Teach Teach Teach! You’ll decide the best way to give over the information on changes and new processes. It can be done via 1:1, small groups, zooms, training videos, or presentations. You’ll use your skills to provide knowledge transfer and ensure that the team understands the policies and sales framework that we are creating.
Troubleshooting. When there are Salesforce or Salesloft or DealHub technical issues, such as not knowing how to convert a lead or email syncing issues or Sales reps getting stuck in sending out a contract via our CPQ, you will troubleshoot with the team and try to problem-solve. You will have access to our developers and platform CSMs to try to resolve the issues. Being professional and helpful is essential. Managing a close, warm, and building an effective relationship with the team is critical to the success of this role.
SF Requests Trello Board. There’s always a process to improve and automate and therefore, we make a lot of development requests. All these requests are stored in cards on the Trello board. I will be explaining to you the business side of all of these cards and you will own them once they are created. You’ll also learn how to create the cards with some of your own ideas and suggestions on how to improve the process. Your job will be to check the status of these cards throughout the day and ensure that they are being worked on by our outsourcing Salesforce development team. Many of these cards get blocked with questions or with issues that need to be discussed or modified. A keen eye for detail is required and testing on the sandbox environment to be sure that the requests are resolved accurately.
Reporting. I will teach you how to pull reports so that we can create more visibility for the managers and teams and help make better business decisions. Extracting CRM data and providing analysis. We have created SDR & Sales Dashboards that need to be maintained and accurate for end-of-month compensation and reporting. I will teach you how to calculate compensation for SDRs based on meetings set, hitting targets, and no-shows.
Sales Forecasting: Coordination of Sales forecasting, salesforce data hygiene, planning, and building processes used with the sales organization. Proactively monitoring and striving to maintain high levels of quality, accuracy, and process consistency within the sales organization
Incentives, competition, and fun! Come up with creative and innovative ways to help motivate and promote healthy competition within the team. We have a budget and can use it to help motivate positive behaviors, such as salesforce cleanliness.