What are the responsibilities and job description for the Sales Operations Associate position at Vertical Raise?
Company Description: Vertical Raise is a crowdfunding, social media integrated fundraising platform specifically designed for clubs, non-profits, and sport teams of all demographics. We are transforming the way teams fundraise and are dedicated to helping them efficiently raise more money.
Position: Operations Specialist
Daily Activities:
- Onboarding New Sales Representatives: Admin tasks such as setting up new reps' emails, QuickBooks, online training logins, and other platform logins. You'll also upload new reps' leads by zip code into our CRM and create their Territory Analysis reports.
- Terminations: Efficiently manage the termination process for outgoing sales representatives.
- CRM Management: Oversee and maintain our CRM system to ensure accurate and up-to-date information.
- Territory Analysis Reports: Create and manage detailed territory analysis reports to optimize sales strategies.
- Reporting System Management: Handle our reporting system to provide insightful data and analytics.
- Customer Support Overflow: Assist with customer support tasks to ensure a seamless experience for our clients.
Requirements:
- Extremely Reliable and Punctual: Your dependability is crucial to our team's success.
- Proficient with Excel & Using Macros: Advanced Excel skills are a must.
- Passion for Fundraising: A genuine interest in helping groups, teams, and youth organizations raise money.
- Outstanding Organizational and Multi-tasking Skills: Ability to juggle multiple tasks efficiently.
- Attention to Detail: Extreme attention to detail to ensure accuracy in all tasks.
- Computer Proficiency: Ability to handle computer tasks without errors.
Bonus Skills:
- Experience with Microsoft Power Automate: This will give you an edge in automating and streamlining processes.
Join our dynamic team and make a difference every day! Apply now to become our Sales Operations Specialist and help us achieve new heights.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Microsoft Excel: 2 years (Required)
- QuickBooks: 2 years (Required)
Ability to Commute:
- Coeur d'Alene, ID 83814 (Required)
Work Location: In person
Salary : $50,000 - $60,000
