Sales Operations Specialist
The Sales Operations Specialist (SOS) will play a critical role in supporting the management and improvement of business operations. This role focuses on optimizing client engagement, enhancing operational processes and providing strategic sales support. The SOS will work with the client(s), requiring direct engagement, reporting and potential travel for key events.
Key Responsibilities Will Include:
- Evaluate and improve processes related to client engagement and sales operations, identifying areas for increased efficiency and effectiveness
- Act as a strategic advisor to clients, ensuring their operations needs align with business objectives and providing solutions to complex challenges
- Develop, interpret and communicate critical sales performance reports and insights to support strategic decision-making by senior leadership
- Oversee and maintain sales-related technology systems, including CRM platforms, ensuring optimal system usage and integration
- Manage high-level client and sales-related tasks, prioritizing and delegating assignments to support organizational goals
- Lead the training of new sales team members on operational tools and best practices, driving process consistency across the organization
- Analyze and resolve operational issues with minimal supervision, making independent decisions that can impact business operations
- Manage and optimize the sales calendar to support strategic sales initiatives and resource allocation
- Partner with sales, marketing and operations teams to align objectives and support strategic business initiatives
- Collaborate with the Quality and Experience team to monitor survey results
- Support the Account Executive with administrative functions to ensure proper on-time deliverables are sent to the client(s)
- Support sales operations processes as needed
We’re Looking For Someone Who Has:
- Excellent organizational skills, ability to multitask, work independently and maintain self-discipline
- Excellent time management skills and ability to increase efficiency over time
- Exceptional communication skills with the ability to convey complex information clearly and persuasively
- A customer-focused attitude to work through issues in a fast-paced environment
- Creative problem-solving skills and can anticipate issues and come up with respective solutions
- High emotional intelligence to understand company needs, employee goodwill, client needs and public image
- A wide degree of creativity and latitude
- Ability and willingness to take on special projects as needed
- Strong analytical capabilities with a focus on strategic decision-making
- Advanced organizational and project management skills, capable of managing multiple high-priority tasks
- The ability to exercise discretion and independent judgement on matters of significance, demonstrating a proactive and solutions-oriented appraoch
- Proficiency in Microsoft Office SUite, CRM software and data analysis tools
Required Education and Work Experience:
- Bachelor’s’ degree in business or related field; or equivalent combinations of education and/or work experience
- 1 – 3 years of experiences in sales operations, client services or related role, ideally within a staffing or recruitment environment
- Experience with CRM and data analysis tools; strong technical acumen
ADA Statement
The job responsibilities and requirements listed in this job description are essential job functions. This job description in no way states and implies that these are the only duties to be performed by the employee occupying this position. All employees of iMethods will be required to follow any other job-related instructions and to perform any other job-related duties as required by their supervisor and/or the co-owners.
