Commercial Operations Specialist

JOB SUMMARY:

The Sales Operations Specialist, Sales is a driving force to support productivity and process across the sales team in support of revenue and corporates goals.

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

• Contract Creation & Management: Manage new membership and upgrade document creation process from front to end including confirming information with sales representatives, creating opportunities in Salesforce, mail merging documents, working with legal on exception language, executive approvals, closing out opportunities in Salesforce to finalizing payment details with accounting and integrating new members accounts (members, partnerships, employee) into the backend system.
• Financials: Review month end reporting with SVP of Sales and Accounting.
• Forecasting: Provide weekly forecast summary for SVP, Sales including new membership sales and upgrades of existing memberships.
• Reporting: Create/update/distribute SFDC reports and dashboards upon request. Monitor accuracy and efficiency of sales reports and other intelligence. Recommend revisions to existing reports or assists in the development of new reporting tools as needed.
• Analysis and insight: Leverage CRM and data to provide meaningful insight to SVP Sales on trends across the sales funnel.
• Administration: Manage Weekly Sales Team meetings including WebEx logistics, presentations and roll call, as well as assisting with quarterly meetings as needed. Confirm month end hour approvals with sales document approval team. Manage marketing material inventory and fulfill FedEx requests for the team when necessary.

QUALIFICATIONS:

• Excellent attention to detail and communication skills both verbal and written.
• Ability to multi-task, handle a lot of requests, and at times, work under pressure.
• Excellent time management skills with the ability to prioritize and adapt to rapidly changing priorities.
• Comfortable approaching executives with detail and get approvals.
• Customer support experience including the ability to work well with strong sales personalities but maintain boundaries.
• Process driven mind to work through a lot of detail and a manual process, but able to stay focused on front to end execution.
• Flexible attitude with the ability to work some nights and weekends on a monthly basis.
• Ability to enforce and consistently remind the team of processes.
• Ability to analyze data and trends and draw meaningful business insights.
• Strong Salesforce experience required.
• Strong Microsoft Excel and Power Point skills.