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Sales Operations Associate

  • New York
  • Sales
  • Full-time
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Sales Operations Associate
New York
Job Function:
The Revenue Operations Associate functions as the operational support to the Sales Segment Managers and sales teams across the globe with a primary focus on the Fintech Sales and Partner Ecosystems teams. The Revenue Operations Associate manages the tactical elements of sales reporting including sales forecasting, analytics, planning support and territory design, channel/partner processes, KPI – dashboards, customer contracts and proposals, SFDC enablement, sales onboarding, and major departmental initiatives.
The Revenue Operations Associate will partner with sales executive management team to support the sales strategy, growth and continuous process improvement. Overarching goal is to drive increased capacity for sales. A successful candidate is professional, detail oriented, a multi-tasker and has a “jack of all trades” approach.
Duties & Responsibilities:

·       Sales Process:  Implementing, and monitoring systems infrastructure to enhance and support the operation of R3’s sales force, including sales reporting, sales analysis, and sales force alignment.  Proactively identifies opportunities for sales process improvement and works closely with sales management to inspect sales process quality and prioritize opportunities for improvement.
·       Reporting & Forecasting: Improve and communicate forecast accuracy by developing dashboards and metrics to monitor productivity and revenue performance. Own the quality, accuracy, and timeliness of standard reporting, developing efficiencies where possible.
·       Systems: Primary team lead in gathering and defining business requirements associated with operational/business processes in SFDC and other relevant business systems that are part of the sales tech stack; Partner with internal teams to surface SFDC and other technical needs to support the sales organization as ongoing business needs evolve.
o   Respond to support requests from Sales and document requirements for escalation for smaller Salesforce changes that may include picklist updates, additional fields, additional functionality and manage testing and roll-out lead change management process to ensure a smooth transition, develop communication and training for major Salesforce changes
o   Serve as subject matter expert on new and existing SFDC functionality that rolls out as result of key projects

·       Coordinating sales activities, including, but not limited to:
·       Customer Contracts and Proposal review, template development and maintenance
·       Support the onboarding efforts for new Sales and Partner ecosystem team members.
·       Supports the management of key sales business systems (SFDC, Outreach, Seismic, LinkedIn)
·       Yearly updates in CRM system based on new sales territory alignments and sales targets
·       Update and maintain Sales Resources with reports, pricing, and internal documents
·       OTHER:
·       Liaison to other internal orgs
·       Provide guidance to other departments on territory, account and opportunity ownership
·       Works with Sales managers and internal organizations to deliver content to regularly scheduled staff meetings and company meetings
·       Works with Sales Managers and other company experts to set agendas, schedule presenters, and execute departmental training
·       Assists with project-based work when necessary and as defined by Head of Global Revenue Operations
Experience:  3+ years of experience in sales/revenue operations position(s) in a corporate or star-up (Tech company) setting.
Excellent best practices and experience
Experience with Clari a plus not essential
Excellent analytical skills with strong attention to detail
Expert knowledge and frequent use of excel spreadsheets
Understanding of sales processes and methodologies, territory design.
Problem-solver and creative thinking skills
Experience optimizing the sales process
Strong relationship, consultation, and interpersonal skills
Experience in high-tech software and services environment
General knowledge of operational practices and procedures.
Detail oriented and ability to work independently and on multiple projects simultaneously.
Good analytical, planning, time management, decision making and organizational skills. 
Expert knowledge of Microsoft Office applications including Word, Excel, PowerPoint and Outlook.
Excellent verbal and written communication and interpersonal skills.
Professional demeanor.
Preferred knowledge of financial services industry and enterprise B2B software sales experience

At R3, we encourage a diverse and inclusive workforce. If you don’t meet all of the above criteria, but you think you’d be a great addition to R3, send us your CV. We’re always interested in meeting collaborative people who are excited to work with us.

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