Sales Operations Specialist

About the position

We are seeking a dynamic and strategic individual to join our team as a Sales Operations Partner. In this role, you will play a pivotal role in driving new business through strategic prospect analysis, sales reporting, marketing campaigns, business planning, and client engagement. Working closely with cross-functional teams, you will partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk, while enhancing relationships to support and enable growth activities.

Responsibilities

• Develop and execute growth strategies across Industry Verticals and Geography segments, considering industry representation.
• Collaborate with CRB Leadership to manage growth analysis and forecasting.
• Work closely with Strategy Leader to ensure accurate new business forecasting, variance reporting management, and business planning.
• Organize prospecting strategy sessions with the sales community and assist in new business forecasting and growth progression.
• Track and evaluate market penetration, prospect assignment, and client retention efforts.
• Maintain accurate pipeline forecasts and collaborate with the Financial Business Partner on forecast changes and reporting needs.
• Create and maintain robust prospect lists based on industry, geography, etc.
• Coordinate and maintain client and prospect contact lists in CRM to facilitate marketing initiatives and drive brand awareness.
• Coordinate business plans and growth calculators review with CRB Leadership to evaluate progress.
• Partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk.
• Enhance relationships with Business Leaders to support and enable growth activities.
• Drive adoption of Dynamics 365 via training, demonstrating value of reporting, and providing resources to assist with data issues.
• Maintain a high level of support for managed accounts by continuing to partner with LRMs.
• Focus on building and strengthening relationships with Sales Operations key stakeholders.
• Offer best practices and supporting resources to extend our reach and drive efficiencies in our work.

Requirements

• Bachelor's degree in Business Administration, Marketing, or a related field.
• Years of experience in market analysis, sales reporting, and business planning.
• Proven track record of driving new business growth and market expansion.
• Strong analytical skills with the ability to interpret data and trends effectively.
• Excellent communication and interpersonal skills.
• Proficiency in CRM platforms, Microsoft Office Suite, and reporting tools such as Epic, Power BI, etc.
• Ability to work independently and collaboratively in a fast-paced environment.