Job Description
Job Description
SUMMARY: The Sales Operations Specialist provides a comprehensive range of administrative support to the Executive Sales Leaders and Sales Team ensuring efficient operation and management of the team. The Sales Operations Specialist will interact with internal and external stakeholders at all levels, maintaining a high level of professionalism, confidentiality and discretion.
The successful candidate will work closely with the sales team and other departments to measure and analyze sales performance to drive business growth.
This role requires a proactive, organized and detail orientated individual who can manage multiple tasks and priorities in a fast-paced environment.
KEY RESPONSIBILITIES: (Employee may perform any combination of the essential functions shown below. This position description is not intended to be an exhaustive list of all duties, knowledge or abilities associated with this classification but is intended to accurately reflect the principal job elements).
- Administrative Support: Manage the executive's calendar, schedule meetings, and coordinate appointments across multiple time zones.
- Data Analysis: Collect, analyze, and interpret sales data to identify trends, patterns, and opportunities
- Reporting: Develop and maintain regular sales reports and dashboards using Excel and BI tools. Present findings to management and stakeholders. Analysis of reporting to suggest areas of focus, improvement and increased opportunities for revenue generation.
- Performance Monitoring: Monitor sales performance against targets and KPIs.
- Data Management: Ensure data accuracy and integrity by maintaining and updating sales databases and systems
- Collaboration: Work closely with the sales team, marketing, finance, and other departments to support sales initiatives and strategies
- Process Improvement: Identify and implement process improvements to enhance data analysis and reporting efficiency
- Sales Tool administration: managing contracts, renewal, training and overall administration and improvement of utilization of sales tools utilized by the global team.
- Forecasting: Assist in sales forecasting and budgeting processes by providing accurate data analysis and projections.
- Travel Coordination: Arrange complex travel itineraries, including flights, accommodations, and transportation. Complete expense reports in expense management system, Concur to support leadership teams when needed.
- Document Management: Draft, edit, and proofread documents, presentations, and reports. Maintain and organize files, records, and databases. Prepare board materials and Power Point presentation slides
- Meeting Preparation: Prepare agendas, manage AI notes, Minutes where required, and follow up actions from meetings. Organize internal and external meetings and events.
- Report Preparation:Compiling, analyzing, and reporting sales data and providing actionable insights
- Project Management: Assist/manage special projects and initiatives, ensuring timely completion and alignment with executive priorities.
- Stakeholder Liaison: Act as a point of contact between the executive and internal/external stakeholders. Build and maintain positive relationships with clients, partners, and team members.
- Confidentiality: Maintain strict confidentiality and discretion in handling sensitive information and communications
- Problem Resolution: Research and follow up on issues and concerns addressed to the key executives and sales teams and determines the appropriate course of action.
CANDIDATE PROFILE:
- 3+ years’ experience as an EA/PA preferably supporting sales and sales tool management.
- 1+ years of experience in sales analysis or similar role
- Self-starter with excellent follow-up and time management skills; proactive and resourceful.
- Well organized and highly attentive to detail with ability to manage competing priorities.
- Ability to handle confidential and sensitive information.
- Advanced proficiency in MS Office Suite (particularly Excel, PowerPoint) including pivot tables and formulas
- Advanced proficiency in Salesforce CRM.
- Advanced proficiency with Business Intelligence (BI) tools
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills.
- Strong attention to detail and problem-solving skills
- Ability to work in a fast paced, high-pressure environment across UK/US time zones
- Must be a team player; willing to jump in and assist where needed.
- Must have PASSION for excellence and customer service.
Synergy provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.