Sales Operations Lead Job Description

Sales Operations Lead Job Description

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Sales operations lead provides salesforce CRM support in various aspects of the show cycle including contract entry, sales reports, data quality assurance and process documentation.

Sales Operations Lead Duties & Responsibilities

To write an effective sales operations lead job description, begin by listing detailed duties, responsibilities and expectations. We have included sales operations lead job description templates that you can modify and use.

Sample responsibilities for this position include:

Report the performance of the defined business indicators for the Region/Subregions
Manage the pipeline, forecast, order/revenue and sales performance tools and ensure the necessary reporting infrastructure is available
Creation of business review packs for forecasting, pipeline analysis, sales performance, and others and automate them where possible
Use available tools and reporting infrastructure to monitor defined growth initiatives
Define and improve operational processes for the ESP Sales in alignment with the Regional SW Sales Operations Team and Business Operations teams (Securtiy Sales, Sales Compensation, WW Operations, Deal Deak, Finance, etc)
Drive the operational components of FY Planning including Sales Role Planning, Target & Quota Setting, Coverage, FSC planning for ESP
Align Sales Ops activities with Support and Professional Services Operations, Global Sales and EG operations
Assist Sales Management with critical escalations with other operational teams or EMEA operations
Identify and measure baseline metrics that will be used to inform prioritization decisions
Drive data quality, process and automation activities that improve process inefficiencies

Sales Operations Lead Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Sales Operations Lead

List any licenses or certifications required by the position: APICS, CSCMP, CSCP, ASCM, PMP

Education for Sales Operations Lead

Typically a job would require a certain level of education.

Employers hiring for the sales operations lead job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in MBA, Business, Finance, Business/Administration, Engineering, Marketing, Economics, Computer Science, Education, Technical

Skills for Sales Operations Lead

Desired skills for sales operations lead include:

Real Estate industry
SFDC
Beyond standard “out-of-the-box” implementations
Products and services for a specific line of business
Salesforce CRM and customization
Market trends and the competitive landscape in order to shape compelling proposals
Production agriculture and veterinary medicine
Salesforce CRM and customization to support sales workflows
Accenture Sales Process
Basic statistics and working with statistical software packages

Desired experience for sales operations lead includes:

Enterprise software or high tech industry experience a plus
Bachelor’s Degree in Business Administration, Finance, Statistics or related field
Providing Level 2 operation support for Sales and Analytics user community on IT Application solutions
Experience working with formal project management methodologies or IT Operations methodologies
BA/BS degree in supply chain management, materials management, logistics, business or related field is required
Bachelor's equivalent and relevant formal academic / vocational qualification

Sales Operations Lead Examples

1

Sales Operations Lead Job Description

Job Description Example
Our growing company is looking to fill the role of sales operations lead. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales operations lead
  • Leverage real-world understanding of business performance, “voice of customer”, and associated data to generate insights (incl
  • Define business performance metrics and measure attainment to drive decision making and guide process optimization needs
  • Own appropriate engagement rhythms and communications with Process Engineering and a broad set of global Services stakeholders spanning both worldwide and field-based organizations, with a focus on shared understanding of process performance, changes and business value
  • Organizes and directly leads client meetings, which may include steering committee meetings, discussion and needs assessment of client work, final decisions on client projects, planning meetings, Also responsible for the preparatory work for client meetings
  • Designs/develops highly complex sales operations programs/processes impacting service, support, or distribution
  • Makes recommendations to enhance productivity, sales revenues & collaboration between operations, sales, marketing, product, finance & distributors
  • Ensures sales operations policies/practices are reviewed/revised as technology & business conditions change
  • Develops/delivers training to customers & sales force
  • Identification of opportunities to positively impact business strategy and performance
  • Facilitation a continuous planning process
Qualifications for sales operations lead
  • Advanced leadership skills in a matrixed environment
  • Bachelor's Degree in a related discipline or equivalent training and experience
  • High proficiency in Microsoft applications including PowerPoint, Excel, and Publisher, WebEx
  • Strong understanding of the Marketing Technology industry a huge plus
  • Bachelor’s Degree (Technical discipline preferred) with a minimum 7 years of experience in life sciences (pharmaceutical, biologics, medical devices) supply chain/ operations / manufacturing / product management
  • Strong familiarity with a broad variety of supply chain concepts, with specific expertise in global Biopharmaceutical supply chain management preferred
2

Sales Operations Lead Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of sales operations lead. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales operations lead
  • Collaborate with Business to design and architect solutions on the Salesforce.com platform
  • Elicitation of requirements and needs via interviews document analysis, workshops, surveys, business process descriptions, use cases, scenarios, business analysis task and workflow analysis
  • Establish a trusted / strategic advisor relationship with each internal customer
  • Act as a liaison to the business and Delivery team
  • Closely cooperate with business in order to be able to propose process enhancements to be supported by Salesforce.com ecosystem
  • Supports development long term strategy of Sales operations, considering Salesforce.com as a key sales support tool
  • Reports within the Sales Operations organization
  • Salesforce User maintenance
  • Database de-duping and cleanup
  • Ongoing Sales Operations Process documentation
Qualifications for sales operations lead
  • Self-starter with high energy level is key to success in this position
  • Prior experience in Agile/sprint development workflows preferred, but not required
  • BS degree, with a minimum of 5 years related experience or equivalent
  • Demonstrated ability to work with both business and technical communities
  • Performing full range of contract operations functions for a portfolio of large and medium sized contracts of diverse types
  • General understanding of Channel business and processes
3

Sales Operations Lead Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of sales operations lead. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales operations lead
  • Provides assistance with ad hoc reporting and other team initiatives
  • Serves as a liaison for the new hire during the on boarding process
  • Assists in compensation related reporting, analysis, investigation and training for sales teams
  • Work closely and effectively with other IC Sales Ops Managers to ensure and leverage, consistent best practices for all sales incentive compensation plans and operations across all GNE franchises
  • Develop strategic partnership with BU brand management and cross-functional teams peers to ensure successful implementation of Sales Operations Initiatives
  • Produce reporting packages to enable Sales/CE to continuously measure and optimize sales performance
  • Preparation and distribution of various monthly reports as needed by the HPS Gold Business Enterprises
  • Enable & Implement Sales Edge MOS (management operating system), in order to drive full alignment with Global Sales to meet and exceed the businesses’ financial and strategic goals while improving the overall cost to serve
  • Collaborate with the sales and the central commercial excellence team to improve systems to collect and analyze sales data
  • Identify and implement processes that can streamline sales and eliminate inefficiencies
Qualifications for sales operations lead
  • Strong analytical skills and attention to detail and quality control
  • Paralegal/Contracts administration experience and legal language proficiency is advantageous
  • Full competency in verbal and written communications in English or Spanish language a must
  • 3 years of relevant experience – Senior Business Analyst, IT architect, Sales Enablement, Sales Operations
  • Understand core Sales / Marketing processes to be able to propose solution increasing sales/marketing effectiveness
  • Experience is Business Intelligence usage
4

Sales Operations Lead Job Description

Job Description Example
Our innovative and growing company is hiring for a sales operations lead. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for sales operations lead
  • Closely cooperate with business in order to be able to propose process enhancements to be supported by SFDC
  • Supports development long term strategy of using SFDC as a key sales support tool
  • Building out best in class processes and strategies for growth across HPS
  • Routinely research external resources and other exemplar companies in order to benchmark and improve HPS' Commercial Excellence capabilities to achieve best in class operation
  • Perform other Sales Operations activities as appropriate
  • Serve as regional focal point, teaming with HQ and regional teams to accelerate sales in new and nascent markets
  • Forecasting and tracking key account metrics
  • Present weekly to the global NMD team on past performance, what you are working on, and weekly wins
  • You will provide unit management planning and support in the areas of strategy development, the annual AOP, quarterly business reviews, and ad-hoc business inquiries
  • You will drive the rollout and adoption of the company's programs, processes, and procedures in support of the selling process
Qualifications for sales operations lead
  • Experience with Agile delivery methods is an advantage
  • Understanding of Internet, Intranet, Extranet and client/server architectures
  • Ability to push creative thinking beyond the boundaries of existing industry practices and user mindsets
  • Ability to work independently with users to define concepts, under direction of project managers
  • Ability to deal with problems, involving many variables, in different situations
  • Demonstrated ability to create and maintain both formal and informal business relationships
5

Sales Operations Lead Job Description

Job Description Example
Our company is searching for experienced candidates for the position of sales operations lead. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales operations lead
  • You will support the Head of Maintenance Sales in the development and assignment of the Sales team and individual booking goals
  • You will generate incremental sales potential by leading the creation of sales programs, competitive blitz, and installed base analysis
  • You will be responsible for viewing the statistical data and bring value in showing trends across divisions, geographies, and so on
  • You will also be responsible for providing analytical trends of where the company is moving, and comparative analysis of how the company is performing across domains
  • You will create cross-the-board definitions to ensure consistency and common understanding
  • Serve as internal client facing subject matter expert on covered product(s) related business and operational processes
  • Lead cross-functional strategic and tactical initiatives or special projects to solve client focused issues
  • Establish product adoption targets and prioritization by client/market segments and develop, track and manage product sales pipeline process
  • Coordinate and manage product rollout planning and execution in North America as needed
  • Support and facilitate timely client contract and pricing negotiations and execution as needed
Qualifications for sales operations lead
  • Flexibility to seek & incorporate input from others into the plan
  • Strong background of working across numerous organizations, in a multinational and multi-cultural environment
  • Experience in medical device or other healthcare industry is a significant plus
  • Ability to travel internationally (min 20% of time)
  • Proven experience using systems/tools utilized for CRM, variable compensation, revenue reporting, forecasting, Salesforce automation
  • Working with the Program Manager to define and scope execution plan for non-integrated datacentres for Regional Sales Operation team

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