Sales Operations Specialist

Job Title: Sales Operations Specialist

Department: GTM

Location: NJ, GA, or FL

Job Summary:

The Sales Operations Specialist is responsible for supporting the sales team by managing key operational processes, including the onboarding of new agencies, maintaining sales data, and improving operational efficiency. This role ensures a seamless experience for new agencies, enabling them to become productive and aligned with company objectives while assisting in the day-to-day operations of the sales function.

Key Responsibilities:

Agency Onboarding

• Coordinate and manage the onboarding process for new agencies, ensuring all required documentation, contracts, and compliance steps are completed.
• Serve as the primary point of contact for new agencies during the onboarding period, addressing questions and resolving issues.
• Collaborate with internal teams (e.g., legal, compliance, IT, marketing) to facilitate the onboarding process and ensure agencies are fully operational.
• Develop and deliver training materials, presentations, and resources to educate new agencies on company systems, processes, and sales strategies.

Sales Operations Support

• Optimize and document sales processes, ensuring they align with the company s goals and regulatory standards.
• Maintain accurate and up-to-date records in CRM systems, ensuring agency and sales data is properly tracked.
• Monitor key performance metrics related to agency onboarding and sales activities, providing regular reports to management.
• Assist with the preparation of sales forecasts, budgets, and pipeline management.

Collaboration and Communication

• Act as a liaison between sales, marketing, and other departments to ensure alignment and support for onboarding initiatives.
• Communicate updates, best practices, and process changes to the sales team and external agency partners.
• Gather feedback from agencies and sales representatives to continuously improve onboarding and operational processes.

Process Improvement

• Identify bottlenecks or inefficiencies in onboarding and sales operations, recommending and implementing solutions.
• Leverage automation tools and software to streamline workflows and improve productivity.
• Stay updated on industry trends and best practices to enhance the agency onboarding experience.

Qualifications and Skills:

• Education: Bachelor s degree in Business Administration, Marketing, or a related field (preferred).
• Experience: 2 years in sales operations, agency management, or a related field; experience with onboarding is a plus.
• Technical Skills: Proficiency in CRM systems (e.g., Salesforce, HubSpot) and Microsoft Office Suite; familiarity with project management tools (e.g., Asana, Trello) is an advantage.
• Organization: Strong project management skills with the ability to handle multiple tasks and meet deadlines.
• Communication: Excellent written and verbal communication skills, including training and presentation abilities.
• Problem-Solving: Analytical mindset with a focus on identifying and resolving operational challenges.
• Customer-Centric: A proactive approach to building relationships and ensuring a positive experience for new agencies.

Key Performance Indicators (KPIs):

• Time-to-completion for agency onboarding.
• Number of agencies successfully onboarded per quarter.
• Accuracy and completeness of onboarding documentation.
• Agency satisfaction ratings during onboarding.
• Sales team productivity improvements due to enhanced operations.

This role is critical to ensuring the sales team operates efficiently while setting up new agency partners for long-term success.