Sales Operations Specialist

Lifestyle Communities; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Professional development

Collaborative environment

Long weekends

Early Friday finish

People-focused culture

Job summary

Lifestyle Communities is seeking a proactive Sales Operations Specialist to empower the sales team with data-driven insights and streamlined processes. The role focuses on Salesforce-driven dashboards, governance of data quality, and supporting end-to-end sales workflows for homeowners across our Melbourne communities.

You will collaborate with Sales Leaders to deliver accurate reports, maintain price books and system information, and provide training and support for the sales platforms used by

Qualifications

• Experience with Salesforce reporting and dashboards.
• Ability to analyze sales data and generate insights.
• Strong communication and stakeholder management skills.
• Ability to work autonomously and in a team.

Responsibilities

• Develop and maintain sales dashboards, reports, and KPIs.
• Analyse sales, enquiry, conversion, appointment, and settlement data.
• Prepare monthly and quarterly performance reports for Sales Leadership.
• Maintain and support sales processes across the customer journey.
• Review workflows to identify gaps and inefficiencies.
• Provide day-to-day support for Salesforce, DocuSign, and other systems.
• Deliver system training and user support.
• Ensure data quality and conduct data audits.

Skills

Salesforce reporting

Dashboard creation

CRM data management

Data analysis

Stakeholder communication

Problem solving

Tools

Salesforce

DocuSign

Job description

About the role

We are looking for a proactive and detail-oriented Sales Operations Specialist. This crucial position will support the Sales team in achieving outstanding results within our growing communities by ensuring they are enabled to work smarter, make better use of data and systems, and deliver an exceptional experience for our homeowners.

In this role you’ll bring your Salesforce expertise across all metrics and embody a proactive 'can-do' attitude that simplifies tasks for others. You will play an important role in helping our sales teams work effectively, improving the quality of our systems and data, and supporting positive experiences for our sales team and our homeowners.

This is a great opportunity to develop strong capability across sales operations, data analysis, systems governance and stakeholder support. If you enjoy solving problems, working with data and helping others succeed, this is an opportunity to make a meaningful contribution.

This role is predominately based in our ultra-modernSouthbank support office.

As the Sales Operations Specialist, your days will involve:

• Developing and maintaining sales dashboards, regular reports and performance measures.
• Analysing sales, enquiry, conversion, appointment, settlement and customer journey data.
• Preparing monthly and quarterly performance reporting for Sales Leadership.
• Maintaining and supporting sales processes across the customer journey.
• Reviewing existing workflows and identify potential gaps, duplication or inefficiencies.
• Recommending practical process improvements for consideration by the Sales Strategy & Optimisation Manager.
• Help ensure sales processes align with relevant compliance and governance requirements.
• Support referral, contract administration, incentive and settlement-related processes
• Provide day-to-day support for Salesforce, DocuSign and other relevant sales systems.
• Maintain dashboards, reports, price books and relevant system information.
• Monitor data quality and complete regular data and process audits.
• Maintain system guides, procedures and training materials.
• Deliver system training, refresher sessions and user support as required.
• Provide day-to-day operational and systems support to Area Sales Managers and broader sales teams.
• Respond to stakeholder queries and coordinate support or escalation where required.
• Deliver practical training and education on systems, processes and reporting.
• Maintain training resources, process documentation and relevant SharePoint content.
• Communicate system, data and process changes clearly to affected stakeholders.

What you need to be successful in the role:

• Ability to work autonomously and in a team
• Comfortable working across CRM systems, processes and data.
• Experience with Salesforce reporting, dashboard creation and troubleshooting is desirable
• Ability balancing regular operational activities with improvement projects.
• Excellent communication and interpersonal skills with the ability to build relationships at all levels.
• A passion and determination to achieve measurable results with a curiosity to understand our customers
• Some travel will be required to communities, therefore you must have a full driver's licence and your own vehicle
  

What we offer

• Ongoing professional development and training opportunities
• A collaborative and supportive work environment
• Lifestyle Long Weekends (4 additional paid days per year to take a long weekend)
• Lifestyle Hours (finish work early on a Friday)
• Be part of a workplace that values curiosity, innovation, collaboration, and people excellence!