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Sales Operations Specialist
2 months ago
nCino, Inc. is a cloud banking leader seeking a skilled Sales Operations Specialist to optimize our sales process and provide critical business intelligence.
About the Role
The Sales Operations and Analytics Specialist will work closely with a cross-functional team to streamline our sales process, provide accurate reporting, and maintain sales-related aspects of our environment.
Key Responsibilities
- Collaborate with key stakeholders to maintain speed and consistency throughout the sales process
- Develop and maintain training materials for new hires on our internal Salesforce environment and sales process
- Support direct sales reps during the contracting process and handle new business, renewals, and existing customer amendments
- Identify opportunities to improve the sales process and enhance customer experience
- Partner with leadership and sales reps to track and analyze sales and marketing key performance indicators and metrics
- Create and maintain sales and business development dashboards and reports to track progress toward company goals
- Assist in optimizing sales-specific functionality within our internal environment
- Contribute to data cleansing efforts with external sources and load/export data via the Apex Data Loader and other tools
- Perform detailed analysis of the sales process and facilitate easier functional usage of our internal SFDC environment
- Lead training webinars for internal team members on the use of our environment
Requirements
- Bachelor's degree with 2 years of professional experience 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 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