Sales Operations Analyst enhancing sales force productivity by streamlining operations at Wolters Kluwer. Managing routine sales reports, project coordination, and training materials administration.
About the role
- 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
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