Sales And Marketing Operations

Description:

We are seeking to fill the Sales & Marketing Operations role with a motivated and proactive individual with experience working in Salesforce to establish efficient workflows for our sales team and to support and report on our marketing campaign performance. This individual will be responsible for understanding current sales and marketing process workflows within the company’s Salesforce instance and will work with users and stakeholders to identify and provide recommendations for improved efficiency, pipeline growth, and conversion rates. The Sales & Marketing Operations role works closely with Marketing, Sales, and Operations to coordinate and execute marketing campaigns to support sales prospecting efforts, and will establish the necessary tracking mechanisms within Salesforce, and report out on marketing campaign performance to the Director of Marketing and executive stakeholders.

We provide an excellent range of benefits for our employees, including:

Health & Dental Insurance with generous employer contributions
Flexible Benefits plan
Life Insurance and AD&D Insurance
Three weeks PTO in the first year
401k plan
Short- and Long-Term Disability Insurance
Paid holidays
Employee Assistance Program
Responsibilities
In this role, you will be expected to fulfill…
Marketing Support:
Coordinate lead qualification and research projects to generate Marketing Qualified Leads for sales prospecting.
Establish and maintain scalable processes that ensure best practices in campaign and lead management.
Create standard measurements and tracking tools in Salesforce and make them available for sales team, executives, and stakeholders.
Provide a clear framework for lead management that fosters collaboration with marketing and sales teams.
Report out and analyze marketing and sales data to develop insights and make recommendations on areas for optimization.
Provide ad-hoc data analysis and reporting as requested.
Consult seamlessly and comfortably with Executive Team and Director of Marketing.
Act as a resource within the marketing and sales team to help manage new sales and marketing technology Salesforce integrations and communicate those to the respective stakeholders.
Advise leadership on how to architect marketing systems and Salesforce for optimal integration and data integrity.
Evaluate new sales technologies and add-on applications to improve and optimize marketing team performance.
Manage technical aspects of key marketing systems (marketing automation, CRM) used to generate, distribute, and report on leads.
Monitor and maintain data quality within those marketing databases.
Own the relationship with third-party integration partners (LinkedIn Sales Navigator, etc.) and setup third-party integrations within Salesforce and Marketing Automation platform
Sales Support:
Work with the Director of Marketing and marketing team members to coordinate actionable, measurable programs that accelerate sales growth and improve sales reps productivity.
Develop and maintain KPIs, dashboards and monthly reports to measure marketing and sales performance and effectiveness and provide business intelligence.
Understand and document current sales processes and workflows as they relate to our Salesforce CRM.
Work with Users to setup workflows, processes, and dashboards for success.
Support sales with paperwork and order processing needs as they arise.
Qualifications
You want this job because you are…
Tech savvy with a passion for understanding technology and software.
Process minded, able to generate refined output from general concepts.
A self-starter with the ability to think critically, multi-task, and keep up in a fast-paced environment.
A motivated, results oriented, team player who can successfully collaborate with multiple personalities and communicate with all levels of the organization.
Effective at prioritizing tasks. Able to work under tight deadlines with a high attention to detail.
Have strong analytical skills (including mastery of Microsoft Excel) and experience with reporting and data analysis.
A critical thinker with the ability to creatively problem solve for every user and identify the most efficient workflow processes.
Have a willingness to learn, help out, and go the extra mile.
Are driven and determined to continually grow as a person and as a professional.
A go-getter and proactively identifying opportunities for improvement in workflows, the sales process, efficiencies, results, and you take your work to the next level without being told.
Flexible and adaptable in managing your time and schedule in a rapidly changing environment.
Someone who exudes a positive attitude in everything you do.
Always ready to take on a new challenge with the intuition and good judgment to get through it successfully.
A superior communicator with incredible writing skills, strong listening skills and excellent quantitative skills.
We want you because you have…
A Bachelor’s degree in business, marketing, sales, or related field.
5+ years of experience in identifying and implementing process improvements, providing data analysis, and managing cross-department project teams and/or outside vendors.
3+ years acting as a data administrator for a Salesforce CRM instance.
A proven ability to design and implement new processes and facilitate user adoption.
Salesforce Sales Cloud, Marketing Cloud, Service Cloud experience.
Experience using data driven methods to analyze and solve business situations.
An understanding of the Salesforce platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and other content of intermediate complexity.
A documented history of successfully driving projects to completion.
Experience working in a BtoB software sales environment.
Exceptional knowledge and experience working with PowerPoint, Excel, and Word.