Sales Operations Associate managing CRM and operational support for sales teams at The Key Group. Improving efficiency and data accuracy in a fast-growing EdTech company.
Responsibilities
Support the New Business Sales, Inside Sales, and Renewals teams through scalable processes and operational rigor.
Assist in the management of Salesforce to improve usability and data accuracy.
Ensure complete and up-to-date data across the customer base to support reliable forecasting and planning.
Proactively identify process bottlenecks and assist in developing solutions to drive efficiency.
Help implement contract workflows and compliance checks to streamline deal execution.
Work with the Business Analyst manager to help surface actionable insights and performance trends.
Maintain comprehensive playbooks that define processes and best practices for the sales teams.
Help ensure renewal opportunities are tracked and executed on time, collaborating with Finance on invoicing issues.
Requirements
CRM Proficiency: Experience using a CRM system is required. Specific expertise in Salesforce is considered highly beneficial.
Analytical Mindset: Ability to interpret basic sales data to identify potential risks or growth opportunities.
Organizational Skills: Strong attention to detail with a focus on data accuracy and operational excellence.
Communication: Clear verbal and written communication skills to convey information to various stakeholders.
Collaboration: A desire to work cross-functionally with Sales, Finance, and Customer Success teams.
Tech-Savvy: Comfortable learning new tools and a willingness to explore AI-driven solutions to enhance productivity.
Adaptability: Ability to manage multiple tasks and support financial year planning through basic data modeling.
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