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Sales Operations Senior Associate

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FMG Leading

US

1 month ago
Work from home
full-time
high school

Job highlights

Qualification

The ideal candidate will possess a keen understanding of CRM management and sales technology, coupled with a collaborative approach to working across functions. Proficiency in CRM software; preference for candidates with experience in HubSpot CRM and familiarity with Salesforce CRM accepted. Bachelor’s degree in business administration, Marketing, or a related field. Demonstrated expertise in sales operations, CRM management, and sales process optimization. Exceptional analytical acumen with the ability to derive actionable insights from sales data and trends. Outstanding communication and interpersonal skills. Initiative-taking, highly accountable, and focused on GSD (“getting stuff done”) individually and in a team environment. Strong project management skills – driven to hold multiple moving parts of complex client systems in place while providing excellent client experience. Excellent PowerPoint skills and ability to capture data and solutions visually and creatively in presentation formats. Superior written and oral communication skills, facilitation skills, presence, and ability to synthesize data into insights. Work well within a collaborative, yet decentralized organization. Thrive in fast-paced, frequently ambiguous, and complex situations. Able to juggle multiple client engagements and competing priorities simultaneously. Willing to “walk the talk,” engaging in ongoing development and personal transformation, matching what we ask of our clients

Responsibility

The full-time Sales Operations Senior Associate will be a member of FMG Leading’s Sales Team. The Sales Operations Senior Associate has a pivotal role within our organization, responsible for optimizing sales processes and systems to drive efficiency and effectiveness. Conduct a comprehensive analysis of sales data and trends to identify actionable insights for performance enhancement. Prepare and disseminate regular sales reports, monitoring key performance indicators (KPIs) to inform strategic decision-making. Monitor and report on key performance indicators (KPIs) pertinent to sales effectiveness and productivity. Assist in sales forecasting and strategic planning initiatives, leveraging CRM insights to inform data-driven decision-making. Collaborate with the sales management team to establish and attain performance objectives. Strategically oversee the administration and optimization of our CRM platform, aiming for an elevated level of expertise. Ensure the CRM system effectively guides leads through the sales funnel and accurately tracks customer interactions. Collaborate with the sales team to facilitate the drafting and negotiation of contracts, ensuring adherence to legal and organizational standards. Ensure all deals and contracts are compliant with relevant regulations and internal policies. Evaluate, implement, and streamline latest sales tools and technologies to enhance productivity and efficiency. Foster robust communication and collaboration with the Operations department to ensure the seamless integration and operation of CRM and sales technologies. Sales Process Optimization and Lead Management:. Develop, refine, and implement sales processes to enhance operational efficiency and effectiveness. Collaborate Champion best practices and standards for sales operations, fostering collaboration with marketing and other departments to align strategies. Manage the flow of leads from marketing campaigns into the sales pipeline. Track conversion rates and assess the effectiveness of lead sources. Develop comprehensive training materials and programs aimed at upskilling the sales team. Provide ongoing support and guidance to sales personnel on effective sales strategies and proficient utilization of the CRM platform

Job Description

Description

Role Summary The full-time Sales Operations Senior Associate will be a member of FMG Leading’s Sales Team. The Sales Operations Senior Associate has a pivotal role within our organization, responsible for optimizing sales processes and systems to drive efficiency and effectiveness. This role requires an analytical thinker with strong analytical skills, capable of translating insights into actionable strategies. The ideal candidate will possess a keen understanding of CRM management and sales technology, coupled with a collaborative approach to working across functions. Key Responsibilities Sales Data Analysis and Forecasting: • Conduct a comprehensive analysis of sales data and trends to identify actionable insights for performance enhancement. • Prepare and disseminate regular sales reports, monitoring key performance indicators (KPIs) to inform strategic decision-making. • Monitor and report on key performance indicators (KPIs) pertinent to sales effectiveness and productivity. • Assist in sales forecasting and strategic planning initiatives, leveraging CRM insights to inform data-driven decision-making. • Collaborate with the sales management team to establish and attain performance objectives. CRM Management: • Strategically oversee the administration and optimization of our CRM platform, aiming for an elevated level of expertise. • Ensure the CRM system effectively guides leads through the sales funnel and accurately tracks customer interactions. • Provide guidance and support to sales personnel to maximize CRM utilization. • Proficiency in CRM software; preference for candidates with experience in HubSpot CRM and familiarity with Salesforce CRM accepted. Contract and Deal Support: • Collaborate with the sales team to facilitate the drafting and negotiation of contracts, ensuring adherence to legal and organizational standards. • Ensure all deals and contracts are compliant with relevant regulations and internal policies. Technology and Tool Management: • Evaluate, implement, and streamline latest sales tools and technologies to enhance productivity and efficiency. • Foster robust communication and collaboration with the Operations department to ensure the seamless integration and operation of CRM and sales technologies. Sales Process Optimization and Lead Management: • Develop, refine, and implement sales processes to enhance operational efficiency and effectiveness. • Collaborate Champion best practices and standards for sales operations, fostering collaboration with marketing and other departments to align strategies. • Manage the flow of leads from marketing campaigns into the sales pipeline. • Track conversion rates and assess the effectiveness of lead sources. Training and Support: • Develop comprehensive training materials and programs aimed at upskilling the sales team. • Provide ongoing support and guidance to sales personnel on effective sales strategies and proficient utilization of the CRM platform. Skills and Qualifications · Bachelor’s degree in business administration, Marketing, or a related field. · Demonstrated expertise in sales operations, CRM management, and sales process optimization. · Exceptional analytical acumen with the ability to derive actionable insights from sales data and trends. · Outstanding communication and interpersonal skills. · Proficiency in CRM software; preference for candidates with experience in HubSpot CRM and familiarity with Salesforce CRM accepted. · Initiative-taking, highly accountable, and focused on GSD (“getting stuff done”) individually and in a team environment. · Strong project management skills – driven to hold multiple moving parts of complex client systems in place while providing excellent client experience. · Excellent PowerPoint skills and ability to capture data and solutions visually and creatively in presentation formats. · Superior written and oral communication skills, facilitation skills, presence, and ability to synthesize data into insights. · Work well within a collaborative, yet decentralized organization. · Thrive in fast-paced, frequently ambiguous, and complex situations. Able to juggle multiple client engagements and competing priorities simultaneously. · Demonstrated success in business development and growing work with existing clients preferred. · Willing to “walk the talk,” engaging in ongoing development and personal transformation, matching what we ask of our clients. About FMG Leading For over 40 years, FMG Leading has partnered with executives to design integrated human capital strategies that transform organizations and create industry-leading results. Our clients align their investments in human capital with strategy to accelerate growth and maximize shareholder value. Website: www.fmgleading.com. Position Logistics This position is available immediately and reports to an FMG Leading’s Principal of Client Strategy. Travel is required to client locations throughout the US, as well as FMG Leading offices and other firm meetings/events. This full-time position is virtually-based. Client Strategy team must be able to prioritize client travel, often with little notice.