What are the responsibilities and job description for the Sales Operations Specialist position at FirstService Residential?
Description
Job Overview: The Sales Operations function is responsible for driving an efficient sales process by optimizing sales activities including sales opportunity planning, customer proposals, and prospect engagement tracking. The Sales Operations role plays an integral role in the sales leader’s ability to effectively coach the frontline sales team by providing valuable insights in the region’s pipeline. Development of appropriate databases, resources, sales collateral and lists for the sales team are also required. Responsibilities:- Ensure optimal utilization of the Sales Opportunity Planner
- Create proposals and RFPs using CRM automation, InDesign templates and Readz digital platform
- Manage and enforce the proposal request process
- Execute the sales methodology on a deal by deal basis
- Ensure digital and printed material that is used in board interactions is accurate, on brand and aligned with our sales methodology
- Meets proposal deadline by establishing priorities and target dates for information gathering, writing, review, and approval; coordinating requirements with contributors; contributing proposal status information to review meetings; transmitting proposals.
- SME in CRM, PowerBI, Sales Methodology Process
- Architect, update and polish various sales presentations, modifying as needed
- Help RVP, Sales to execute regional sales pursuit strategy
- Proactively seek regular feedback from sales leadership and field on customer problems, priorities and opportunity areas
- Proactively seek regular feedback from marketing leadership on customer problems and operational changes to ensure proposal accuracy
- Field ad hoc content and support requests from sales team
- Consistently analyze opportunities to accelerate sales cycle through sales tools
- Bachelor’s degree in journalism, marketing, communications, advertising or related field. 3 years’ experience in corporate marketing or communications environment, with direct responsibility for researching and writing content for a variety of tops and audiences.
- Demonstrates excellent oral and written communication skills. Ability to write with persuasion.
- Must be goal minded and possess a self-starting drive to get the job done.
- Urgency and time management skills with ability to manage and set expectations
- Experience working with CRM platforms or similar systems. (Microsoft Dynamics CRM a plus.)
- Proficient knowledge of Microsoft Applications, including Word, PowerPoint and Excel.
- Intermediate knowledge of Adobe Creative Suite, InDesign.
- Ability to monitor, analyze campaigns and report findings to RVP.
- Experience with sales enablement software a plus.
- Ability to maintain a positive attitude and work well under pressure
- Excellent problem solver; demonstrates ability to use creative alternatives.
- Works effectively with coworkers, clients, customers, and others by sharing ideas in a constructive and positive manner; addresses opportunities constructively to find mutually acceptable and practical business solutions.