Sales Operations Specialist

Summary

Join FinQuery as a Sales Operations Specialist and play a key role in supporting sales teams. You will facilitate onboarding, create insightful reports and dashboards, and offer crucial support throughout the sales cycle. Responsibilities include managing the CRM, ensuring data integrity, and resolving issues related to quotes and e-signatures. You will also analyze performance indicators, collaborate with cross-functional teams, and identify process improvements. This role requires strong organizational and communication skills, experience with reporting and dashboards, and proficiency in Google Sheets/Excel. FinQuery offers a competitive salary, flexible PTO, comprehensive health benefits, and a variety of other perks.

Requirements

• Be organized, detail-oriented, a self-starter, and a problem-solver
• Be able to work in a fast-paced, changing environment with multiple, competing priorities
• Have experience in creating dynamic reports and dashboards
• Be proficient in Google Sheets and/or Excel
• Possess strong interpersonal and communication skills, with the ability to work with cross-functional teams
• Have a Bachelor’s Degree, preferably in computer science, statistics, or a related area
• Have 1-3 years’ experience working in Salesforce, Salesforce Administrator preferred

Responsibilities

• Provide comprehensive support and assistance to Sales Teams
• Support the Salesforce Administrator with Salesforce-related projects by testing assigned sprint scenarios
• Manage Sales Operations internal service requests
• Develop, prepare, and manage reporting and dashboards within the CRM and Looker for the sales organization
• Offer support by resolving issues related to quotes and e-signature tool
• Administer and maintain BI Tool reporting functionalities
• Organize and curate sales collateral to ensure accessibility for representatives
• Ensure strict adherence of sales teams to established sales processes, policies, and procedures
• Monitor and analyze critical business performance indicators and trends to facilitate strategic and tactical business decisions
• Collaborate closely with Customer Success, Sales, Marketing, and other functional areas to enhance sales team performance and success
• Maintain and ensure data integrity within the CRM tool (Salesforce)
• Conduct thorough closed deal reviews
• Assist in identifying and implementing process improvements
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned

Preferred Qualifications

• Have Salesforce Administrator Certification
• Have Accounting related experience
• Have Experience with Deal Desk functions
• Have Contract management experience
• Have NetSuite experience
• Have Celigo experience
• Have Looker Experience
• Have Experience with Salesforce CPQ

Benefits

• Flexible PTO (including 11 holidays and your birthday off)
• 401(k) plan with employer matching
• Great health benefits with multiple plan options
• Option to choose between in-office, fully remote, or a hybrid work environment for all employees
• Sabbatical program (4 weeks after 5 years of service)
• Casual dress environment (when in office)
• Catered lunches every Tuesday and Thursday
• Signing stipend for a work-from-home setup
• Free gym membership at our office
• Annual employee development program stipend of $2,000 for each employee
• Parental Leave Benefits
• Fertility/Adoption Assistance
• Annual tutoring stipend for your children
• Mentorship program available immediately
• Regular team outings
• Advancement opportunities based on results, not politics
• Culture that emphasizes inclusiveness driven by our REDI Committee