Sales Operations Specialist optimizing trade marketing for BAT's FMCG operations. Ensuring data integrity, supporting the field force and providing operational activity coordination.
About the role
- Sales Operations Specialist optimizing sales processes and providing insights at an automotive FinTech company. Collaborating cross-functionally to drive revenue growth and ensure data integrity in CRM.
Responsibilities
- Maintain data integrity and hygiene within the CRM, including regular audits and cleanup
- Configure CRM dashboards, workflows, and automation to support sales processes
- Train sales team members on CRM best practices and proper usage
- Troubleshoot technical issues for sales and coordinate with CRM vendor support when needed
- Design, build, and maintain dashboards and reports to track key sales metrics and KPIs
- Provide regular sales performance reports to leadership (daily, weekly, monthly, quarterly)
- Analyze sales trends, pipeline health, conversion rates, and win/loss patterns
- Generate forecasts and predictive analytics to support strategic planning
- Create ad-hoc reports and analyses as requested by sales leadership
- Present findings and recommendations to stakeholders in clear, actionable formats
- Design and implement territory alignments based on geography, industry, account size, or other criteria
- Conduct territory analysis to ensure balanced coverage and optimal resource allocation
- Document and standardize sales processes and methodologies
- Identify bottlenecks and inefficiencies in the sales cycle
- Recommend and implement process improvements to increase productivity
- Develop and maintain sales playbooks, templates, and enablement materials
- Partner with Marketing to track lead generation, conversion, and ROI
- Collaborate with Finance on revenue recognition, forecasting, and budgeting
- Work with Product teams to communicate customer feedback and feature requests
- Coordinate with Customer Success on account expansion and retention metrics
Requirements
- 3-5 years of experience in sales operations, sales analytics, or related role
- 3-5 years of Microsoft Dynamics experience
- Preferred experience with Maplytics in the Field Sales Team environment
- Advanced proficiency in CRM platforms (Dynamics 365 required)
- Expert-level Excel/Google Sheets skills (pivot tables, VLOOKUP, formulas, data modeling)
- Preferred experience with data visualization tools (Power BI, Looker, or similar)
- Familiarity with sales engagement platforms and sales intelligence tools
- Clear and concise written and verbal communication abilities
- Strong collaboration skills and ability to work cross-functionally
- Self-starter who can work independently with minimal supervision
- Bachelor's degree in Business, Statistics, Data Analytics, or related field
Benefits
- medical
- dental
- vision
- life insurance
- disability insurance
- PTO
- 401k
- paid holidays
- free parking
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