Sales Operations Specialist at Clio leading initiatives for operational excellence. Collaborating across teams to improve sales processes and support growth within the SaaS environment.
Responsibilities
Segment-Centric operational improvement projects: Identify gaps and inefficiencies in our sales processes then define and scope requirements to solve for increased revenue, improved salesforce efficiency, and scaling our business effectively
Ongoing White Space Reporting I.e. Plan Upgrades Business Unit Reporting: Net MRR Pipeline Reporting and Inspection Territory Revival Incoming Whitespace from Core Funnel Pricing Updates with legacy plans
Manage Segment Offers Processing and Tracking CSQL/ CQL Reporting Workflows
Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast
Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, SalesLoft, and Chili Piper) and provide support for documentation and training.
Collaborate cross-functionally on go-to-market initiatives with other departments (Revenue Enablement, Marketing, Product, Sales).
Partner and support multiple business stakeholders (legal, finance, marketing) to roadmap and develop operational best practices.
Subject matter expert on various Sales functions, teams, and processes.
Prioritize and support ad hoc requests and troubleshooting.
Other duties as required.
Requirements
4+ years of relevant experience in Sales Operations at a technology company
Experience with configuring and using sales technologies is a bonus e.g. SalesLoft, Chili Piper, Gong, Chorus, ZoomInfo
Proficient knowledge of SFDC objects, object relationships and reporting (Salesforce Admin certification is a bonus but not required)
Meticulous organization, high standards of accuracy, and strong attention to detail
Experience with managing org-wide change
High proficiency in Google Sheets or MS Excel
Experience working with BI tools, analyzing data, and extracting insights.
Natural curiosity and drive to improve
Ability to learn quickly and adapt to new and changing systems / tools
Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
Manage project components through their lifecycle, including ideation, build, release, and monitoring.
Benefits
Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
Flexible time off policy, with an encouraged 20 days off per year.
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Sales Operations Analyst overseeing customer operations and contract strategies for Intel’s Cloud Service Providers. Ensure operational excellence and resolve critical business issues.
Sales Performance Manager at AutoTrader focused on B2B sales initiatives, customer loyalty, and new business development. Thrives in high - pressure, sales - driven environments with a commitment to outcomes.
Sales Operations Manager at Hastings Insurance driving profitability through data and operational insights. Collaborating with Sales Leadership and managing CRM strategies for effective insurance distribution.
Sales Enablement Manager owning programs to enhance revenue team performance in a K - 12 software company. Leveraging AI and analytics for better customer experiences and sales strategies.
Sales Operations Manager optimizing sales productivity and driving operations for Roo's veterinary staffing platform. Collaborating with cross - functional teams to execute GTM strategies and insights.
Sales Operations Lead responsible for building the sales operations foundation for Admincontrol in Oslo. Join a growing company offering smart collaboration solutions for decision - makers.
Senior Sales Operations Analyst at Red Hat, leading sales operations in the Sola Region. Collaborating with various teams while providing analytical support for strategic planning.
Sales Operations Specialist providing analytical support for Sales Development Leadership teams at Zendesk. Creating dashboards, analyzing metrics, and fostering cross - functional collaboration.
Solutions Expert capturing value after client deposits, preventing drop - off before VA onboarding. Maintaining engagement and transforming objectives into executable systems in initial weeks.