Sales Operations Specialist

  • Full-time

Company Description

As a Sales Operations Specialist for Daxko, you will support our Zen Planner brand to hit our short- and long-term revenue objectives. You will report to the Sales Ops Manager and help support functions essential to sales force productivity. These functions include planning, reporting, budget setting and management, sales process optimization, sales job design, sales training and onboarding, sales program implementation, and recruiting of sales talent.

Job Description

You will also...

- Help to build, standardize, and maintain high levels of quality and accuracy around strategic reporting and internal business review including:

  • Monthly sales reporting package
  • Quarterly Board Package
  • Sales incentive programs, updating performance, reporting, and communications to drive success
  • Refine customer segmentation, assist with territory management, and help support the renewal/up-sell program
  • Partner with marketing to refine lead qualification process, analyze and report on campaign performances with dashboards

- Assist in the end-to-end process of tracking sales funnel and operational metrics; delivering regular insights to the business

- Provide insights into data trends and recommend actions based on strategic objectives, forecast, or performance metrics

- Create and maintain documentation on sales processes, policies, and relevant sales training materials and assist with new team member onboarding.

Enhance productivity by simplifying both internal and external sales processes.

- Act as a liaison to the SFDC team:

  • To identify sales process bottlenecks and create new streamlined procedures
  • Recommend and prioritize specific actions to create a more productive sales rep experience, increase performance, and remove inconsistencies.

- Proactively identify, prioritize, and measure sales process quality and recommend changes to maximize results

- Build a peer support base and work across teams and collaborate with key management personnel to achieve objectives

- Support company key imperatives and initiatives

- Gather data and prepare reports and/or presentations. Data may come from internal and/or external sources.

- Compile, analyze and summarize statistics and information in highly complex graphical presentation formats. 

Qualifications

  • Four-year college degree, or relevant business experience required
  • 2-3 years of demonstrated success in a sales management or operations, FP&A, or business operations role.
  •  Intermediate “BI” tool and Excel skills for reporting and data analysis
  • Proven track record of change management in a fast-paced, results driven environment.
  • Skilled in data entry and reporting within Salesforce.com.
  • Must be innovative and make substantial individual, strategic and tactical judgments and recommendations
  • Must be able to work with associates in multiple roles and with all levels including senior management.
  • Proven ability in assembling, compiling, analyzing and summarizing data.

Additional Information

Zen Planner is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

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