Sales Operations Specialist

Guidant Financial; Pocatello (ID); Remote; USD 60,000 - 65,000; Full time

Job summary

An established industry player is seeking a Sales Operations Specialist to join their innovative team. This fully remote role allows you to empower the sales function by managing data and creating insightful reports in Salesforce. You'll play a pivotal role in training the team on process enhancements and ensuring data accuracy for informed decision-making. With a focus on adaptability, connection, and excellence, this opportunity offers a chance to contribute to a bold vision of helping entrepreneurs succeed. If you're a critical thinker with excellent communication skills, this role is perfect for you.

Benefits

Comprehensive health coverage

Paid parental leave

Generous 401k match

3 weeks Paid Time Off

11 Paid Holidays

Ongoing training and career development

Flexible work arrangements

Award-winning company culture

Qualifications

• 2+ years of experience in sales or related field required.
• 1 year of CRM experience, preferably with Salesforce.

Responsibilities

• Manage Salesforce dashboards and reports to provide insights.
• Train team members on process enhancements and best practices.

Skills

Sales Operations

Data Management

Critical Thinking

Problem Solving

Communication Skills

Education

High School Diploma

Bachelor's Degree in Business or related field

Tools

Salesforce

Databases

Spreadsheets

Job description

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This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is between $60,000 - $65,000 annually.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We're doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs - we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Adaptability: Change isn't scary. You embrace opportunities to adapt and bring others along.

Connection: Connection is important. You lift others up because when they grow you grow.

Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Join the dynamic and innovative Guidant Financial team as a remote Sales Operations Specialist! In this crucial and impactful role, you will play a pivotal part in empowering our sales function by meticulously managing data and creating insightful reports in Salesforce, which are essential for informed decision-making. Additionally, you will take the initiative in training our team on various process enhancements, ensuring that everyone is well-equipped to leverage best practices for maximum efficiency. Your responsibilities will also encompass providing invaluable support to a range of operational activities, contributing to the overall success and smooth functioning of our sales operations.

What You'll Be Doing

• Evaluate, monitor, and provide insights on essential sales metrics
• Create, sustain, and enhance Salesforce dashboards, reports, and data visualizations to showcase performance indicators
• Spot opportunities for sales training and organize weekly schedules
• Work in tandem with cross-functional teams to craft and execute Salesforce reporting solutions that cater to diverse stakeholder requirements
• Guarantee data accuracy in Salesforce by overseeing audits and resolving any inconsistencies
• Oversee and fine-tune the data structures, hierarchies, and user permissions within the sales software stack to ensure they align with organizational workflows
• Contribute to sales forecasting and strategic planning by delivering precise, timely data-driven insights
• Educate and assist end-users on Salesforce reporting tools and best practices for effective data management
• Perform administrative tasks such as training coordination, workflow management, tool implementation, communication, and scheduling
• Comprehend, refresh, and uphold the Salesforce design, tools, fields, and overall structure

Additional Functions

• Manage incentive programs
• Review and analyze all contracts and supplemental sales materials
• Perform other duties as required

Requirements

• Applicants must be at least 18 years old
• We are looking for candidates with over 2 years of experience in sales or a related business field
• A minimum of 1 year of experience with customer relations management (CRM) programs is essential, with a preference for Salesforce experience
• Proficiency in using databases and spreadsheets is crucial
• We value excellent attention to detail
• We're seeking critical thinkers and problem solvers
• The ability to collaborate effectively across various departments to drive initiatives is important
• Excellent communication skills are a must
• You should thrive in an autonomous environment as a self-directed, independent worker
• We encourage the creation of an inclusive workplace where everyone feels they belong, empowering all employees to voice their thoughts, ask questions, and be recognized

Other Requirements

• Must pass a background check
• Must meet work from home requirements to qualify
• Complete continuing education based upon current certifications

For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:

• A designated workspace (such as a home office) where you can concentrate and be productive
• Reliable high-speed internet to ensure seamless communication and collaboration

Benefits

• Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals
• Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past four years, more than 20% of our organization has been promoted into new and exciting roles!
• Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect
• Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment
• An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events
• Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO.

The wage for this position is between $60,000 - $65,000 annually.

Seniority level

• Associate

Employment type

• Full-time

Job function

• IT Services and IT Consulting