What you will do
The Sales Operations Engineer serves as a vital connection between Axxess sales team cross functional teams and the supporting technology infrastructure with the goal of ensuring operational efficiency data accuracy and system optimization that drive revenue growth. This role is responsible for managing enhancing and supporting the Salesforce Sales Cloud Professional Edition environment and the broader technology stack that underpins the sales organization. Success in this position requires consistent involvement with sales activities across regions including monitoring dashboards pulling key metrics following up with users to ensure data integrity and enabling automation where possible.
A strong understanding of Salesforce functionality particularly the constraints and opportunities within Professional Edition is essential to effectively maintain optimize and scale the platform. The Sales Operations Engineer also collaborates closely with sales marketing and account management teams to ensure alignment maximize system usage and maintain data accuracy throughout the client journey
Responsibilities include but are not limited to:
Maintain Product Knowledge
Stay up to date on Axxess solutions services and competitive differentiators
Continuously educate yourself to confidently demonstrate value propositions to clients.
Generate and Track New Leads
Use various channels to identify and attract potential clients including outbound calls inbound leads and partner collaboration.
Leverage networking referrals and marketing campaigns to expand reach.
Qualify Opportunities
Evaluate each lead to determine fit based on readiness needs and service alignment. Ensure proper qualification and documentation in CRM.
Manage Leads and Contacts in Salesforce
Enter and update all leads contacts and account information in Salesforce ensuring data integrity and hygiene.
Track and record all interactions and progress to maintain an accurate sales pipeline in the CRM.
Schedule Sales Appointments
Reach out to qualified leads and existing clients to schedule discovery calls and solution demonstration.
Use calls emails and texts to coordinate and confirm appointments.
Demonstrate Value Propositions
Be able to discuss with prospects Axxess solutions and services.
Tailor messaging to address specific client needs and challenges.
Stay informed on industry trends and competitive positioning.
Manage Pipeline and Coordinate Sales Activities
Monitor the status of all open leads and ensure timely follow-up.
Collaborate with internal teams to align sales efforts and resources.
Collaborate with Team Members
Meet regularly with other sales consultants and sales team.
Share insights and strategies to improve sales effectiveness.
Provide Sales Leadership prospect/client feedback to drive strategy
Demonstrate the Axxess Way and uphold Axxess Culture
Think and act like a owner at all times lead by example
Execute with innovation excellence and a positive attitude always
Always represent yourself and Axxess professionally
Perform Additional Duties as Assigned
Meet minimum defined Sales Consultant Metrics
Utilize defined tools including Microsoft Suite CRM and VOIP Phone System.
Attend and participate in team calls.
Support other sales or organizational initiatives as needed.
Abide by company policies and processes
Qualifications :
What you bring
Bachelors degree in Business Marketing IT or related discipline required.
5 years of Salesforce Sales Cloud experience required.
Home Health Home Care Hospice and/or Palliative experience preferred.
Salesforce Advanced Administrator Certification required.
Salesforce Platform Developer II Certification required.
Salesforce Marketing Cloud Developer Certification preferred.
Proficiency in data augmentation and MS Office suite (Outlook Word Excel PowerPoint).
Excellent verbal and written communication skills.
Strong ability to work independently and manage multiple prioritie
Additional Information :
What you will experience
Remote Work :
No
Employment Type :
Full-time
Company DescriptionAt Cavista, our mission is to empower organizations with the world’s best technology solutions. We ensure the highest level of client satisfaction through a global network of innovation, and our software solutions are custom-built to accommodate your domain and requ ... View more