Sales Operations Specialist - First Onsite - US

Join a human-powered team with purpose

At FIRST ONSITE, we are committed to making a positive difference. When emergency strikes, we're the ones who roll up our sleeves and jump into action. We work hard, do the right thing, take care of each other and ourselves, and help people get back to their lives after disaster. Working together, our team upholds our values while striving to be the only restoration partner our clients ever need.

As a Sales Operations Specialist you will be the point of contact and subject matter expert regarding our sales tools and strategies for our sales team. You will support the team with data insights, training, presentations, and ad-hoc requests. Your main drive will be to enable sales by providing them with everything they need to effectively sell.

You will report to the VP of Sales Operations and collaborate closely our client solutions and branch sales team members.

Responsibilities include but are not limited to:

• Provide sales with data insights from Salesforce, our operational and finance platform, and our growing list of sales tools
• Work with Senior Sales Operations Specialists to deliver training and onboarding support to the business development team members related to sales tools, Salesforce dashboards, and the introduction of key contacts within other departments
• Assist with our Sales Operations Sync communication: develop video content, marketing updates, the introduction of new hires, and other important sales updates
• Support and improve operational workflows within the Sales Operations team
• Responsible for maintaining open lines of communication and transparency between Sales Operations and the Client Solutions and Branch level business development professionals
• Liaison with regional offices and be an active team member in all sales management processes
• Be involved in Salesforce enhancement requests from our sales team; gather requirements, communicate them clearly to the Salesforce team, and perform testing where necessary
• Establish and maintain cooperative working relationships with those contacted in the course of work
• Assist in RFP responses where needed
• Remain flexible to additional job duties as they arise within the scope of sales operations

Project Management:

• Takes initiative and is resourceful as issues arise
• Manages multiple projects simultaneously, prioritizes workloads effectively, and ensures the completion of each project under tight deadlines
• Provides regular updates on the progress and pitfalls of all major projects
• Manages the day-to-day information exchange with all internal and external resources for detailed specifications, material due dates, reviews, edits, and approvals
• Oversees internal projects and workload and may delegate responsibility whenever appropriate

QUALIFICATIONS

Experience Required:

• 2-5 years of experience in sales support
• Proven work experience working directly with sales teams
• Experience performing research and data extraction from multiple sources
• Excellent writing and editing skills in English
• Ability to meet deadlines
• Above average Excel/PowerPoint skillset
  • Ability to analyze data extracts for trends and outliers to tell a meaningful story with our data (cross-referencing data sets & summarizing results)
  • Ability to develop PowerPoint presentations, inclusive of data analysis findings, that are polished and ready for C-level review
• Proven experience with Salesforce CRM
  • Proficiency with Reports & Dashboards
  • Experience working within complex account hierarchy structures
  • Analyzing duplicate records / Preparing clean data sets for upload
  • CRM Training and ongoing education for sales personnel
• Demonstrated experience in supporting sales via a set of third-party vendor relationships, i.e. a Sales Toolkit
  • Training and ongoing education
  • Facilitating data extracts / building prospect lists
  • Ensuring contract compliance with third party vendors

Behavioral Qualifications:

• Ability to operate as a team player
• Excellent organizational skills, attention to detail, and a strong sense of urgency
• Effective interpersonal and problem-solving skills
• Ability to excel in a fast-paced environment with changing priorities while maintaining a positive team approach with internal and external partners
• Ability to support multiple departments simultaneously
• Strong sense of duty, integrity, and partnership
• Ability to effectively manage unpredictable workload, balance competing priorities, and meet concurrent deadlines
• Outstanding written and verbal communication skills

PREFERENCES

• Degree in business or equivalent experience
• Salesforce administration experience a plus
• Non-Salesforce Data Visualization experience a plus
  • Power BI
  • Tableau
  • Alteryx
• Experience with the below sales tools a plus
  • CoStar
  • LinkedIn Sales Navigator
  • ai
  • ALN
  • GovWin

WORK REQUIREMENTS

• Largely sedentary role, with extended periods of computer usage
• Ability to stoop, bend, or stand as necessary
• Must be able to lift 25 lbs.

First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Third party resume submissions not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee.