Sales Operations Specialist

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Clearsulting

πŸ“Remote - United States

Summary

Join Clearsulting, a global consulting company focused on digital finance, as a Sales Operations Specialist. This hybrid or remote role offers flexibility, with minimal travel (0-10%). You will manage the end-to-end sales pipeline, collaborating with various teams and stakeholders. Responsibilities include creating sales collateral, building client relationships, reporting on pipeline progress, and ensuring all pursuit documents are up-to-date. The ideal candidate possesses 2+ years of experience in sales, marketing, or a related field, along with Salesforce experience. Clearsulting offers a comprehensive benefits package, including medical, dental, vision, unlimited PTO, paid parental leave, retirement plans, and a flexible work environment.

Requirements

  • 2+ years of professional work experience in Sales, Marketing, Business Development, Operations or similar
  • 1+ years of experience using SalesForce
  • Authorized to work in the United States without the need for employer sponsorship now or in the future

Responsibilities

  • Manage end-to-end pipeline, including managing correspondences with prospects, proactively updating Salesforce, creating SOWs and proposal decks, leading vendor onboarding, and completing knowledge transfers to delivery teams
  • Collaborate daily with Strategic Alliances, Marketing, and Practice team members at Clearsulting, as well as Coupa account executives
  • Help create sales collateral to support end-to-end pursuit cycles for our Source to Pay practice
  • Build relationships with prospective companies and nurture relationships at target accounts
  • Report on pipeline to key stakeholders on a weekly basis
  • Collaborate with Clearsulting Client Relationships to support account expansion for strategic accounts
  • Work with Business Operations to ensure all quals and other pursuit documents are up to date and inventoried
  • Participate in annual Alliance Sales Kick Off (SKO)

Preferred Qualifications

  • Experience working with technology solutions like Coupa, Kyriba, BlackLine, OneStream, Workiva, etc
  • Project Management and/or event planning experience
  • Understanding of sales cycle
  • Demonstrated ability to handle multiple tasks and prioritize effectively
  • Detail-oriented and committed to delivering quality work for our clients and internal stakeholders
  • Innate curiosity, proactive attitude and strong team collaboration skills
  • Strong written and verbal communication skills

Benefits

  • Medical, dental, and vision coverage
  • Unlimited PTO
  • Paid parental leave
  • Retirement plans
  • Flexible work environment
  • Cell phone reimbursement
  • Access to mental health apps
  • Life insurance and disability coverage
  • Opportunities for ad hoc bonuses

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