The Business Operations Specialist will play a vital role in supporting the Sales team on SFDC from Funnel to PO. This role involves managing day-to-day operations, enhancing processes, and providing essential support to ensure the Sales team can operate efficiently and effectively. The ideal candidate will have a strong sales support mindset and be able to make decisions that align with the company’s strategic plans.
Responsibilities:
SFDC Account Management: Manage existing accounts and new account creation processes, ensuring data accuracy and enrichment (correct data, more Sales data, Incoterms, duplication of accounts, payment terms, etc.).
Opportunity Management: Oversee the funnel (pipeline and forecast) process management, including stages and probability knowledge and management.
Ensure data management reflects the accurate situation of opportunities, and manage unique opportunities to ensure accurate data
Quote Management: Support Sales in the quote management process in SFDC, ensuring all quotes are accurate and up-to-date.
Sales Support: Act as the point of contact for Sales on all SFDC-related issues, supporting account, opportunity, quote, and meeting summary management.
Training and Enablement: Conduct monthly training on SFDC processes, emphasizing adoption, tips and tricks, new developments, and understanding new requirements. Lead the onboarding process for new sales hires, including training, onboarding plans & materials
Business Analysis: Perform business analysis activities for the Sales team, including creating reports, dashboards, trends, pipeline health, and data accuracy.
Job Requirements
Bachelor’s degree in Business, Marketing, or a related field.
5 years of experience in Sales/Business Operations
Strong working knowledge of SFDC and BI (Tableau or similar).
Strong analytical and problem-solving skills.
Proficient in Microsoft suite including Excel, PowerPoint, etc.
Excellent communication and interpersonal skills.
Ability to work independently in a fast paced environment
