Sales Operations Specialist

About us @Symphony

Weve spent the last 10 years building a communication and markets technology company powered by interconnected platforms: messaging voice directory and analytics. Over 1000 institutions use our modular technology built for global finance. Security is in our DNA with uncompromising data protection end-to-end encryption and resilient architecture all created on a foundation of trust with our customers .

But that was only chapter one. Were now building on our purpose-built network expanding AI-powered real-time collaboration redefining flexibility with fully cloud-native software with our trader voice product and rethinking the industrys approach to identity verification connection and intelligence. .

The opportunity and our ambition are huge. But we need passionate dedicated individuals to get there. At Symphony we work hard and fast. Our unique blend of technology and financial services makes it an environment you wont get elsewhere.

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 andstreamline sales workflows.
Developing reports and dashboards. Provide the sales team with dashboards andsales reports to track performance metrics and support data-driven decisions
Improving sales processes. Identify opportunities for process improvement tostreamline workflows reduce inefficiencies and drive productivity in the salesorganization.
Analyzing customer data. Conducting data analysis on bookings data identifyingtrends and providing actionable insights to support strategic decision-making.
Implementing automation. Utilize automation tools like Salesforce flows andZapier to streamline workflows and improve the efficiency of sales cycles.
Identify triage and troubleshoot operational issues and optimizeinfrastructure/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 bookingsand churn every month and reporting across all systems
Training and onboarding. Assists in the onboarding of new sales representativesby providing training on CRM systems sales processes and sales tools
Develop and document processes and onboarding material maintain asnecessary
Collaborate cross-functionally with teams across the organization

Required Qualifications:

Ability to utilize and understand the firms business operations technologysystem and initiatives including the external website department Intranetsocial media platforms CRM e-marketing software marketing databases andother marketing technology.
Salesforce proficiency. Strong experience with CRM systems like Salesforce tosupport efficient sales processes.
Proficiency in Excel and dashboards. Advanced Excel skills and experience increating dashboards for KPI tracking and sales analytics.
Analytical skills. Excellent analytical skills with a strong ability to conduct dataanalysis and work with metrics to drive team performance.
Detail-oriented and data-driven. Highly detail-oriented with a data-drivenapproach to sales management and business operations.
Interpersonal skills. Ability to build strong relationships with stakeholders andsales 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 businessoperations 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 aspriorities change to reflect our fast growing business
Ability to think through multiple solutions to a problem set and look ahead forpossible conflicts
Must be able to proactively interface and communicate well across all levels ofmanagement
The position requires dedication flexibility and commitment
Superb judgment decision-making and organizational skills

Compensation:

• Competitive salary
• Bonus Plan
• Benefits and Perks vary based on location.

Benefits and Perks:

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Many other fun and exciting benefits and activities!

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.