Career: Sales Operations Specialist - Sales - Northern California
SCOPE
This position has responsibility for assisting the Director, Marketing and Sales through administration of all company Sales Initiatives, CRM Management, Sales reporting and client contract management. This position also requires maintaining a professional image with all clients, Team Members, vendors and other Company personnel.
- Support the successful use of SalesForce.com (CRM) as a sales management platform
- Add and update new sales team member user roles and queues
- New hire and ongoing training
- Provide quality control and/or data clean up support for opportunity management
- Collaborate with Sales and Marketing Management Team to create and manage sales reports and dashboards
- Gather and distribute monthly sales data from ARM - sales and activity reports
- Provide general sales training to team members:
- Sales documents/tools
- Contract process
- Pricing policies
- Commission & sales report submissions
- Monthly sales reporting
- Gather monthly sales reports from AEs and AMs and add to consolidated spreadsheet
- Support monthly commission statement submission process
- Coordinate performance plan scheduling, reporting and management notification
- Sales proposal support
- Maintain and make periodic updates to sales proposal templates
- Maintain historic data in Access Library
- Create and maintain ARM Solutions proposal content library
- Provide RFP/Proposal support including calendaring dates, scheduling team conference calls, gathering content and proofreading submissions.
- Gather and maintain library of sales references by industry and location
- Audit and manage client contracts
- Coordinate with branches on contract packet completion, including attachments, scanned into the repository and returned to Shared Services (SS) for filing.
- Manage contract upload and detail entry in ARM.
- Sales meeting scheduling
- Schedule and attend bi-weekly sales calls with local teams.
- Schedule and attend monthly sales meetings.
- Coordinate interview scheduling and hiring process steps for potential team members.
- Manage the process to the Hiring SOP and checklist
- Coordinate efforts with the Marketing Administrator on partnered projects as needed.
- Submit weekly status update, detailing project status and estimated date of completion.
SKILLS
- Minimum 3-5 years past experience in a similar sales role/environment required.
- Strong oral and written communication skills.
- Excellent Windows based computer skills including Word and Excel.
- Strong CRM data management organizational skills and attention to detail.
- Experience with SalesForce.com a plus.
- Must be flexible and friendly under pressure.
- Must have a strong attention to detail.
- Strong team player and self-starter.
- Ability to support and present to all levels of the organization.
- Adhere to Access policies regarding confidentiality; protecting proprietary client and team member information.
EDUCATION
A BA/BS degree or equivalent work experience including administrative support/ sales support.
PRIOR WORK EXPERIENCE
Preferably in a sales environment or department as part of the Records Management industry or service-related environment.
Access Information Management
Be part of a dynamic and exciting work environment. Access Information Management is at the forefront of the growing records and information management market, and you can be too. Access is proud to offer team members:
- Competitive salary
- Comprehensive benefits including medical and dental
- 401(k)
- Life insurance
- Paid vacation
- Generous holiday schedule
- Fun and stimulating work environment
If you are interested to learn more please contact us by filling out the form below: