The Sales Operations Specialist will play a key role in the success of the sales teams by providing multifaceted support. This includes but is not limited to facilitating the onboarding of new sales personnel, generating insightful reports and dashboards that empower Sales leadership to make informed decisions, and offering crucial support to the sales team throughout the entire sales cycle. The Sales Operations Specialist will be responsible for effectively utilizing the Customer Relationship Management (CRM) tool to maintain accurate and up-to-date customer data, track sales activities, and manage customer interactions throughout the entire customer lifecycle. This will include inputting new customer information, updating existing records, and ensuring data integrity across the CRM platform. To excel in this role, the Sales Operations Specialist must possess exceptional organizational and time management skills, enabling them to juggle multiple priorities and consistently meet deadlines in a dynamic and fast-paced environment. Reports to Director, Revenue Operations What you will be doing:

Provide comprehensive support and assistance to Sales Teams

Support the Salesforce Administrator with Salesforce-related projects by testing assigned sprint scenarios

Manage Sales Operations internal service requests 

Develop, prepare, and manage reporting and dashboards within the CRM and Looker for the sales organization

Offer support by resolving issues related to quotes and e-signature tool

Administer and maintain BI Tool reporting functionalities

Organize and curate sales collateral to ensure accessibility for representatives

Ensure strict adherence of sales teams to established sales processes, policies, and procedures

Monitor and analyze critical business performance indicators and trends to facilitate strategic and tactical business decisions

Collaborate closely with Customer Success, Sales, Marketing, and other functional areas to enhance sales team performance and success

Maintain and ensure data integrity within the CRM tool (Salesforce)

Conduct thorough closed deal reviews

Assist in identifying and implementing process improvements

Conduct all business in accordance with FinQuery policies and procedures

All other duties as assigned

What experience and skills we need you to have:

Organized, detail-oriented, a self-starter, and a problem-solver

Able to work in a fast-paced, changing environment with multiple, competing priorities

Experienced in creating dynamic reports and dashboards

Proficient in Google Sheets and/or Excel

Possesses strong interpersonal and communication skills, with the ability to work with cross-functional teams

Nice to have:

Salesforce Administrator Certification

Accounting related experience

Experience with Deal Desk functions

Contract management experience

NetSuite experience 

Celigo experience

Looker Experience

Typically requires no previous professional experience. The typical range is 0-3 years.

Bachelor’s Degree, preferably in computer science, statistics, or a related area

1-3 years’ experience working in Salesforce, Salesforce Administrator preferred

Experience with Salesforce CPQ preferred

Benefits:

Flexible PTO (including 11 holidays and your birthday off) 

401(k) plan with employer matching 

Great health benefits with multiple plan option 

Option to choose between in office, fully remote, or a hybrid work environment for all employees

Sabbatical program (4 weeks after 5 years of service)

Casual dress environment (when in office)

Catered lunches every Tuesday and Thursday

Signing stipend for a work-from-home setup

Free gym membership at our office

Annual employee development program stipend of $2,000 for each employee 

Parental Leave Benefits

Fertility/Adoption Assistance 

Annual tutoring stipend for your children

Mentorship program available immediately 

Regular team outings

Advancement opportunities based on results, not politics

Culture that emphasizes inclusiveness driven by our REDI Committee