
Sr. Sales Operations Specialist
- CRM
- MS Office
- Excel
- PowerPoint
- NetSuite
- Salesforce
- Salesforce CRM
General Responsibilities:
| Sales Pipeline & CRM Hygiene + Maintenance, Sales Pipeline Reports & Dashboards
| Track key metrics on Business Units, Service Lines & Customers/Accounts and provide vital stats for Management/Board/Client meetings.
| Tracking Renewals/Repeat business and working with Salespersons & Delivery Teams to ensure follow-up and completion.
| Conduct basic market / client research and communicate findings.
| Be on the top of numbers/facts with respect to the Sales Pipeline, Wins/Losses & Business Units/Departments.
| Win & Loss Analysis
| Collaboration with Finance, Delivery & Pre-sales teams for seamless business information and stay updated.
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Minimum Qualifications:
| Graduation/Post Graduation in Finance / Commerce / Management.
| Well versed with MS Office especially with Microsoft Excel & PowerPoint.
| Familiarity, understanding & experience in CRM (NetSuite/Salesforce preferred).
| Salesforce Reports & Dashboards.
| Extremely organized with good time-management skills.
| Intermediate presentation & written communication skills.
| Intermediate business acumen and demonstration on tasks.
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Preferred Qualifications / Skills:
| Salesforce CRM Admin experience would be a plus
| Advanced analytical, Research skills and knowledge.
| Ready to take initiative, ownership & roll up the sleeves to get the job done.
| Readiness to change and also embrace the change.
| Detail-oriented & inquisitive.
| Good understanding of a company's financial metrics & quantitative abilities.
Sr. Sales Operations Specialist Ā· Milestone Technologies