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Sales Operations Specialist

2 months ago

London, Greater London, United Kingdom nCino, Inc. Full time

nCino, Inc. is a leading cloud banking platform that offers exciting career opportunities for individuals who want to join a dynamic team.

The Sales Operations and Analytics Specialist plays a critical role in optimizing our sales process, providing critical business intelligence and reporting, and maintaining sales-related aspects of our existing environment. As an integral part of the nCino sales engine, your efforts will maximize the benefits of prospecting efforts, maintain the environment's data integrity, and provide leadership with accurate reporting around the efficacy of marketing and sales efforts.

Sales Operations Specialist Responsibilities:

  • Collaborate with key members of the nCino team (finance, legal, IT) during the sales process to maintain speed and consistency throughout the process.
  • Maintain training materials for new hires regarding the internal Salesforce environment and sales process.
  • Support direct sales reps during the contracting process while handling new business, renewals, and existing customer amendments.
  • Identify opportunities to streamline and improve the sales process to enhance the customer experience.
  • Partner with company leadership, sales leadership, and sales reps to track and analyze sales and marketing key performance indicators and metrics.
  • Create, maintain, and optimize sales and business development dashboards and reports to track progress toward company goals.
  • Assist in optimizing sales-specific functionality within nCino's internal environment.
  • Contribute to and/or lead internal data cleansing efforts with external sources that provide updated data regarding prospects and nCino's target market.
  • Load and export data via the Apex Data Loader and other tools.
  • Perform detailed analysis of the sales process and facilitate easier functional usage of the internal SFDC environment.
  • Lead training webinars for internal nCino team members regarding the use of the environment.

Qualifications:

  • Bachelor's degree with 2 years of professional experience working in operations, sales, finance, contracts, or related fields.
  • Strong research, analytical, and creative problem-solving skills.
  • Salesforce Administration or Implementation experience.
  • Ability and desire to learn administration and to attain certifications within 90 days of role commencement.
  • Data management skills, including advanced Excel and SOQL.
  • Knowledge of Sales Key Performance Indicators.
  • Highly professional with strong communication skills.