Sales Operations Specialist

Summary

Join Boulevard's thriving Revenue Operations team as a Sales Operations Specialist and contribute to scaling sales operations to achieve department goals. You will support the sales team's tech stack, proactively identify optimization opportunities, maintain and monitor performance dashboards, analyze sales data, and support ad-hoc reporting requests. Collaborate with various stakeholders, including Sales and SDR Leadership, to optimize Salesforce processes and data designs. Manage sales territories and create documentation to scale Sales Ops. Partner with Marketing and Customer Experience Operators on cross-functional initiatives. Ensure adherence to approval rules for pricing and strategic initiatives. This role requires a minimum of 2 years in Sales Operations or a similar role and proficiency with Salesforce. The ideal candidate is analytical, detail-oriented, and passionate about process optimization.

Requirements

• A minimum of 2 years in Sales Operations or a similar relevant experience
• Proficiency with Salesforce required
• Proficiency with leveraging AI, automation rules and triggers to automate and streamline tasks

Responsibilities

• Support our sales team tech stack (Salesforce, Chili Piper, Outreach, Gong and others) with administration, day-to-day operations, troubleshooting, optimizations and automations
• Proactively identify opportunities and make recommendations to optimize performance of our tech stack and sales team processes
• Maintain and monitor Salesforce dashboards and Google Sheets that measure the health of Sales, including sales forecasts, pacing, and performance metrics
• Analyze sales performance data for insights and make recommendations
• Support ad hoc reporting and troubleshooting requests from sales leadership
• Partner with Salesforce admins and Sales Leadership to optimize Salesforce processes, rules, and data designs for productivity, improving reporting, and creating guardrails that enable SDRs and AEs in their day-to-day workflows
• Partner with Sales Leadership on rules of engagement, including creating and modifying rules, and enforcing adherence
• Manage Sales Territories, including leveraging GeoPointe to create equitable territories, territory assignments and funnel distribution
• Create and maintain documentation of processes to scale our Sales Ops function, including gathering inputs and coordinating reviews with key stakeholders
• Partner with Marketing and Customer Experience Operators to execute cross-functional initiatives that improve efficiency, productivity, and data insights
• Ensure appropriate approval rules are followed to drive the company’s pricing strategy and other strategic initiatives

Preferred Qualifications

• Proficiency with Excel / Google Sheets to extract and share insights preferred
• Experience with Chili Piper, Outreach, Gong or similar tools preferred
• BA/BS degree preferred, but not required
• Tech Savvy: you utilize the latest tools to make your work as efficient as possible. You have a natural curiosity for tech and data
• Go-Getter: you are eager, resourceful, able to keep up in a fast-paced environment, and want to be part of a high energy and passionate team
• Data-Driven: leverage data to provide insights for sales leadership. Strong analytical skills and ability to understand complex problems
• High-Quality Communicator: excellent written and verbal communication skills
• Collaborative: ability to work well with multiple stakeholders, achieve measurable results, and convey those results to leadership
• Supportive: you have empathy for sellers and are quick to respond when team members need assistance
• Familiarity with SaaS or the beauty industry is a plus

Benefits

• We’ve got you covered with a 401(k) match plus dental, medical, vision, and life insurance
• Take a break whenever you need with our flexible vacation day policy
• Fully remote so you can choose where you want to work. You’ll receive a work from home stipend every month
• Family planning resources and specialized support programs
• Equity: get ahead on the ground floor and grow with Boulevard
• Boulevard Bucks Learning and Development program allows employees to explore businesses in the market we serve