Sales Operations Associate

The Sales Operations Associate will play a critical role in supporting teams across the organization including our customer and growth teams by ensuring seamless processes and supporting initiatives that contribute to our overall success. This is a highly engaged role that will assist with the daytoday management and administration of the Salesforce platform. The Sales Operations Associate will work closely with the Salesforce team to manage user tickets support system updates user issues and data integrity helping to ensure the platform functions smoothly for internal teams. 

Job Responsibilities

• Support Deal Desk: Support the sales team by managing dealrelated inquiries and tickets troubleshooting pricing and quoting issues and providing guidance on processes policies and systems as needed. This includes:  
  • IO/IIO creation and closedwon paperwork review.  
  • Ensure consistent application of best practices accurate quoting and adherence to policies and procedures. 
  • Work closely with sales and finance to ensure smooth transactions from quotetocash. 
• Data Entry and Management: Support system configuration; including user setup assisting in the creation of custom fields reports and dashboards. This includes: 
  • Provide user support by managing tickets troubleshooting issues answering queries and providing system support as needed. 
  • Accurately enter and maintain sales data in Salesforce to ensure integrity and completeness. 
  • Monitor and maintain data quality within Salesforce conducting regular audits to ensure accurate and clean data. Identify discrepancies and inconsistencies and take corrective actions as needed. 
  • Conduct daily and weekly audits on Active Opportunities Contracts Spend and the customer portal connection to ensure data flows as designed appropriately. Summarize findings to SalesOps leadership. 
• Support internal teams by troubleshooting and resolving Salesforce errors and technical challenges to ensure smooth system functionality. 
• Conduct oneonone or group sessions with Account Executives (AEs) and Account Managers (AMs) as needed providing guidance and training on Salesforce processes.  
• Support the integration of Salesforce with other business systems (e.g. ERP Marketing Automation platforms). 
• Perform data imports and exports manage data updates and assist in data migration projects. 
• Contribute to developing and maintaining training materials standard operating procedures and knowledge base documentation. 
• Provide support and guidance to new hires on essential Sales Operations tasks including managing tickets handling deal desk processes addressing supportrelated inquiries and troubleshooting issues. 
• Adhoc support on InfoSecurity questionnaires and vendor forms. 

Qualifications :

• Familiarity with quotetocash processes including deal desk workflows quoting pricing and contract review 
• Basic understanding of sales processes and lifecycles including deal desk operations and closedwon processes. 
• Familiarity withcontract and order managementprocesses (IO/IIO creation paperwork review. 
• Exposure toInfoSecurity/vendor form completion is a plus. 
• Proficiency in Microsoft Office applications particularly Excel Word and PowerPoint.  
• Strong attention to detail and accuracy in data entry and management. 
• Excellent communication and interpersonal skills with the ability to collaborate effectively with colleagues at all levels. 
• Ability to prioritize tasks and meet deadlines in a fastpaced environment. 
• Proactive attitude with a willingness to learn and take on new responsibilities. 

Education and Experience

• Bachelors degree in business administration marketing or a related field preferred. 
• 12 years of previous experience in sales support customer service or administrative roles in a B2B environment. 
• Handson experience with Salesforce; including data entry reporting dashboards and basic configuration. 
• Experience with ticketing systems for managing internal requests 
• Experience with CRM data management; such as data uploads data cleansing mass updates using tools like Apsona or native import tools. 

Travel Requirements

• No travel is required for this position. 

Supervisory Responsibilities

• This position will not supervise others. 

Additional Information :

Appcast recognized as one of Inc Magazines Best Workplaces for 2024! 

• Were the best at what we do.Were the global leader in programmatic recruitment advertising. With advanced technology unmatched market data and a team of the industrys best recruitment marketers. 
• We have an amazing culture driven by great people.Headquartered in Lebanon N.H. with offices in the U.S. Canada and Europe Appcast is part of the Stepstone group. To better understand our company culture readOur Storyand check outWorking at Appcaston our website.  
• We take care of our employees.Were dedicated to creating an inviting environment where individuals from diverse backgrounds can thrive and develop. We believe in providing competitive compensation and comprehensive benefits ensuring our team can support their loved ones and one another. We enjoy fostering a sense of community through dedicated employee networks fun gatherings delicious food and even welcoming furry friends into our workspace. We live our values each day including volunteering and giving back to our communities. 

All your information will be kept confidential according to EEO guidelines. 

Appcast is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.

Remote Work :

No

Employment Type :

Fulltime