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Sales Operations Specialist

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The Sales Operations Specialist will play a key role in the success of the sales teams by providing multifaceted support. This includes but is not limited to facilitating the onboarding of new sales personnel, generating insightful reports and dashboards that empower Sales leadership to make informed decisions, and offering crucial support to the sales team throughout the entire sales cycle. The Sales Operations Specialist will be responsible for effectively utilizing the Customer Relationship Management (CRM) tool to maintain accurate and up-to-date customer data, track sales activities, and manage customer interactions throughout the entire customer lifecycle. This will include inputting new customer information, updating existing records, and ensuring data integrity across the CRM platform.

To excel in this role, the Sales Operations Specialist must possess exceptional organizational and time management skills, enabling them to juggle multiple priorities and consistently meet deadlines in a dynamic and fast-paced environment.

Reports to Director, Revenue Operations

What you will be doing:

Provide comprehensive support and assistance to Sales Teams
Support the Salesforce Administrator with Salesforce-related projects by testing assigned sprint scenarios
Manage Sales Operations internal service requests
Develop, prepare, and manage reporting and dashboards within the CRM and Looker for the sales organization
Offer support by resolving issues related to quotes and e-signature tool
Administer and maintain BI Tool reporting functionalities
Organize and curate sales collateral to ensure accessibility for representatives
Ensure strict adherence of sales teams to established sales processes, policies, and procedures
Monitor and analyze critical business performance indicators and trends to facilitate strategic and tactical business decisions
Collaborate closely with Customer Success, Sales, Marketing, and other functional areas to enhance sales team performance and success
Maintain and ensure data integrity within the CRM tool (Salesforce)
Conduct thorough closed deal reviews
Assist in identifying and implementing process improvements
Conduct all business in accordance with FinQuery policies and procedures
All other duties as assigned

What experience and skills we need you to have:

Organized, detail-oriented, a self-starter, and a problem-solver
Able to work in a fast-paced, changing environment with multiple, competing priorities
Experienced in creating dynamic reports and dashboards
Proficient in Google Sheets and/or Excel
Possesses strong interpersonal and communication skills, with the ability to work with cross-functional teams

Nice to have:

Salesforce Administrator Certification
Accounting related experience
Experience with Deal Desk functions
Contract management experience
NetSuite experience
Celigo experience
Looker Experience
Typically requires no previous professional experience. The typical range is 0-3 years.
Bachelor’s Degree, preferably in computer science, statistics, or a related area
1-3 years’ experience working in Salesforce, Salesforce Administrator preferred
Experience with Salesforce CPQ preferred

Benefits:

Flexible PTO (including 11 holidays and your birthday off)
401(k) plan with employer matching
Great health benefits with multiple plan option
Option to choose between in office, fully remote, or a hybrid work environment for all employees
Sabbatical program (4 weeks after 5 years of service)
Casual dress environment (when in office)
Catered lunches every Tuesday and Thursday
Signing stipend for a work-from-home setup
Free gym membership at our office
Annual employee development program stipend of $2,000 for each employee
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
Mentorship program available immediately
Regular team outings
Advancement opportunities based on results, not politics
Culture that emphasizes inclusiveness driven by our REDI Committee

$47,320 - $85,000 a year

The base pay range for this position is $47,320-$85,000. Please note: The final salary for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.

About Us

FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.

FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

FinQuery Glassdoor Company Review

3.9

FinQuery DE&I Review

No rating

CEO of FinQuery

George Azih

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Average salary estimate

$66160 / YEARLY (est.)

min

max

$47320K

$85000K

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What You Should Know About Sales Operations Specialist, FinQuery

As a Sales Operations Specialist at FinQuery, you'll become an integral part of our sales team, ensuring they're equipped with the tools and insights they need to succeed. This remote opportunity allows you to flex your problem-solving skills and organizational prowess while facilitating the onboarding of new sales personnel and managing crucial sales reports. Your role includes utilizing our CRM tool to keep customer data pristine and current, contributing to every aspect of the sales cycle. From creating dynamic reports and dashboards in Salesforce and Looker to resolving issues with quotes and our e-signature tools, your impact will be felt across teams. You’ll closely monitor business performance indicators to aid in tactical decision-making while collaborating with various functions, including Customer Success and Marketing. We’re looking for someone who is detail-oriented, thrives in a fast-paced environment, and enjoys supporting cross-functional teams. If you have some experience with Salesforce and a knack for data integrity, you might just be the perfect fit for this exciting role at FinQuery, where innovation meets inclusiveness in a casual and flexible work environment. Join us in revolutionizing accounting automation and contract management as we redefine how businesses handle their finances!

Frequently Asked Questions (FAQs) for Sales Operations Specialist Role at FinQuery

What are the primary responsibilities of a Sales Operations Specialist at FinQuery?

The Sales Operations Specialist at FinQuery plays a crucial role in supporting sales teams by facilitating onboarding, generating impactful reports, and managing customer interactions using Salesforce. The specialist ensures data integrity, assists with process improvements, and collaborates across teams to enhance sales performance.