The Sales Operations Specialist will play a key role in the success of the sales teams by providing multifaceted support. This includes but is not limited to facilitating the onboarding of new sales personnel, generating insightful reports and dashboards that empower Sales leadership to make informed decisions, and offering crucial support to the sales team throughout the entire sales cycle. The Sales Operations Specialist will be responsible for effectively utilizing the Customer Relationship Management (CRM) tool to maintain accurate and up-to-date customer data, track sales activities, and manage customer interactions throughout the entire customer lifecycle. This will include inputting new customer information, updating existing records, and ensuring data integrity across the CRM platform.

To excel in this role, the Sales Operations Specialist must possess exceptional organizational and time management skills, enabling them to juggle multiple priorities and consistently meet deadlines in a dynamic and fast-paced environment.

Reports to Director, Revenue Operations

What you will be doing:

Provide comprehensive support and assistance to Sales Teams
Support the Salesforce Administrator with Salesforce-related projects by testing assigned sprint scenarios
Manage Sales Operations internal service requests
Develop, prepare, and manage reporting and dashboards within the CRM and Looker for the sales organization
Offer support by resolving issues related to quotes and e-signature tool
Administer and maintain BI Tool reporting functionalities
Organize and curate sales collateral to ensure accessibility for representatives
Ensure strict adherence of sales teams to established sales processes, policies, and procedures
Monitor and analyze critical business performance indicators and trends to facilitate strategic and tactical business decisions
Collaborate closely with Customer Success, Sales, Marketing, and other functional areas to enhance sales team performance and success
Maintain and ensure data integrity within the CRM tool (Salesforce)
Conduct thorough closed deal reviews
Assist in identifying and implementing process improvements
Conduct all business in accordance with FinQuery policies and procedures
All other duties as assigned

What experience and skills we need you to have:

Organized, detail-oriented, a self-starter, and a problem-solver
Able to work in a fast-paced, changing environment with multiple, competing priorities
Experienced in creating dynamic reports and dashboards
Proficient in Google Sheets and/or Excel
Possesses strong interpersonal and communication skills, with the ability to work with cross-functional teams

Nice to have:

Salesforce Administrator Certification
Accounting related experience
Experience with Deal Desk functions
Contract management experience
NetSuite experience
Celigo experience
Looker Experience
Typically requires no previous professional experience. The typical range is 0-3 years.
Bachelor’s Degree, preferably in computer science, statistics, or a related area
1-3 years’ experience working in Salesforce, Salesforce Administrator preferred
Experience with Salesforce CPQ preferred

Benefits:

Flexible PTO (including 11 holidays and your birthday off)
401(k) plan with employer matching
Great health benefits with multiple plan option
Option to choose between in office, fully remote, or a hybrid work environment for all employees
Sabbatical program (4 weeks after 5 years of service)
Casual dress environment (when in office)
Catered lunches every Tuesday and Thursday
Signing stipend for a work-from-home setup
Free gym membership at our office
Annual employee development program stipend of $2,000 for each employee
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
Mentorship program available immediately
Regular team outings
Advancement opportunities based on results, not politics
Culture that emphasizes inclusiveness driven by our REDI Committee

About Us

FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.

FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.