Sales Operations Associate - West Coast
S
SRS AcquiomFinancial Services Technology
Remote within the Pacific & Mountain timezonesFull-TimeMiddle
Salary85000 - 92000 USD per year
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Job Details
- Experience
- 3+ years’ experience in sales support/client service; 3+ years’ experience in an analytical capacity
- Required Skills
- SalesforceMicrosoft ExcelNetSuite
Requirements
- 3+ years’ experience in sales support/client service
- 3+ years’ experience in an analytical capacity
- Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
- Ability to work in a high energy team environment while remaining focused on driving revenue
- Proven track record supporting and driving revenue growth
- Operates with highest integrity and attention to detail
- Passionate about efficient, scalable business processes
- Ability to prioritize and multi-task across many projects
- Results-focused and highly internally motivated team player
- Experience with Salesforce and NetSuite
- Intermediate to advanced Excel skills
- Ability to prioritize and organize workload effectively
- Proven experience working well with a variety of differing personalities
- Ability to communicate effectively with all levels of company staff and coordinate a wide range of internal and external activities
- Excellent verbal and written communication skills
Responsibilities
- Support BD team to drive significant revenue with current and prospective clients in the M&A ecosystem
- Manage and maintain the integrity of the Salesforce database
- Develop tailored, high-value outreach and campaigns to key client segments, including M&A attorneys, VC and PE investors and corporate acquirers
- Extract and analyze data from Salesforce.com or other systems of record for BD team
- Coordinate (and attend, when appropriate) meetings and client events for the BD Team with M&A attorneys, VC and PE investors and corporate acquirers
- Qualify leads generated through company website and marketing initiatives and work with BD team to manage targeted follow up
- Assist in scheduling product demonstrations and client presentations and manage all follow-up
- Identify trends in the data, suggest tactical approaches to improve current plans and take advantage of trends
- Prepare and analyze account performance
- Collaborate closely with peers to develop best practices
- Contribute to team goals and work on special projects
- Other duties as assigned
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