Sales Operations Specialist

About us @Symphony

Secure. Connected. Intelligent.

Symphony is an AI-powered communication and technology company fueled by interconnected platforms: messaging voice directory and analytics.

Our end-to-end encrypted technologies enable over 1400 institutions to accelerate AI impact prioritize data security navigate complex regulatory compliance and optimize business interactions.

Role Description:

The sales operations analyst is a part of the Business Operations Team. He/she isresponsible for providing internal support to the Symphony Sales Department as well asall other departments in the development and implementation of solutions andprocesses as needed. The role also involves participation in worldwide projects andinput in setting sales operations policies along with the team. The analyst will workclosely in a team environment with members of the Sales and Marketing departmentsin their day-to-day operations and serves as a liaison to the IT department regardingspecific technology matters. The ideal candidate will have some and previously worked at another Software as a Service (SaaS) company.

Responsibilities:

• Managing Salesforce. Overseeing Salesforce to ensure accurate data and streamline sales workflows.
• Developing reports and dashboards. Provide the sales team with dashboards and sales reports to track performance metrics and support data-driven decisions
• Improving sales processes. Identify opportunities for process improvement to streamline workflows reduce inefficiencies and drive productivity in the sales organization.
• Analyzing customer data. Conducting data analysis on bookings data identifying trends and providing actionable insights to support strategic decision-making.
• Implementing automation. Utilize automation tools like Salesforce flows and Zapier to streamline workflows and improve the efficiency of sales cycles.
• Identify triage and troubleshoot operational issues and optimize infrastructure/systems/processes for scale
• Performing mass imports updates and deletes using tools like Data Loader
• Work closely with the finance team to ensure accurate numbers for bookings and churn every month and reporting across all systems
• Training and onboarding. Assists in the onboarding of new sales representatives by providing training on CRM systems sales processes and sales tools
• Develop and document processes and onboarding material maintain as necessary
• Collaborate cross-functionally with teams across the organization

Required Qualifications:

• Ability to utilize and understand the firms business operations technology system and initiatives including the external website department Intranet social media platforms CRM e-marketing software marketing databases and other marketing technology.
• Salesforce proficiency. Strong experience with CRM systems like Salesforce to support efficient sales processes.
• Proficiency in Excel and dashboards. Advanced Excel skills and experience in creating dashboards for KPI tracking and sales analytics.
• Analytical skills. Excellent analytical skills with a strong ability to conduct data analysis and work with metrics to drive team performance.
• Detail-oriented and data-driven. Highly detail-oriented with a data-driven approach to sales management and business operations.
• Interpersonal skills. Ability to build strong relationships with stakeholders and sales team members to improve team performance and achieve sales targets.

Experience:

• 5 years experience
• Salesforce admin experience required preferably with certifications
• Education. A bachelors degree in business administration sales business operations or a related field

Additional Requirements:

• The position requires a strong team-player with a positive attitude the ability to maintain confidential information juggle several tasks simultaneously
• Ability to work in a dynamic fast paced environment and display flexibility as priorities change to reflect our fast growing business
• Ability to think through multiple solutions to a problem set and look ahead for possible conflicts
• Must be able to proactively interface and communicate well across all levels of management
• The position requires dedication flexibility and commitment
• Superb judgment decision-making and organizational skills

Compensation:

• Competitive salary
• Bonus Plan

Benefits and Perks:

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Local events team building and development opportunities

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status veteran status or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment.