Sales Operations Specialist

Position: Sales Operations SpecialistCompensation: Competitive base salary + 10% bonus + FTE Benefits Location: Paoli, PA - onsite MUST:3-5 years of experience in sales or financeStrong experience using Salesforce as a CRMExperience identifying, evaluating, and procuring sales-related software solutionsMust be highly organizedgreat communicationsharpExcellent analytical skills: ability to run, digest, and summarize dataPLUS:Bachelor's degree in business, finance, marketing or related field preferredSalesforce certificationKnowledge of health insurance and employer-sponsored employee benefitsDAY TO DAY:Our client, a fast growing health insurance company is seeking a Sales Operations Specialist to join their team. You will focus on driving efficiencies through process optimization, system integration, data analysis, and providing strategic recommendations to enhance the overall sales operation. In this critical and impactful role, you will play a pivotal role in empowering our sales function by meticulously managing data and creating insightful reports in Salesforce, which are essential for decision-making. Additional responsibilities may include: build, review, and understand key performance indicators (KPIs); measure progress of the sales team against the KPIs; and effectively communicate successes, deficiencies, and trends back to the sales management team to drive accountability. Analyze and report sales dataImplement and improve sales processesManage and optimize sales tools and technologiesCoordinate and support sales projectsEnsure sales compliance and qualityEvaluate, monitor, and provide insights on essential sales metricsCreate, sustain, and enhance Salesforce dashboards, reports, and data visualizations to showcase performance indicatorsGuarantee data accuracy in Salesforce by overseeing audits and resolving any inconsistenciesOversee and fine-tune the data structures, hierarchies, and user permissions within the sales software stack to ensure they align with organizational workflowsContribute to sales forecasting and strategic planning by delivering precise, timely, data-driven insightsIdentify trend among the data and effectively communicate back to sales leadershipPerform administrative tasks such as training coordination, workflow management, tool implementation, communication, and schedulingComprehend, refresh, and uphold the Salesforce design, tools, fields, and overall structureQuarterly scrubbing and data reconciliation in Salesforce and across the sales tech stack

Created: 2025-02-22