Sales Operations Role - Customer Relationship Management - IT Product/SaaS

Responsibilities: will be responsible for the effective implementation, customization, and management of our GTM processes that includes our CRM system, dashboarding and reporting. You will work with the Head of Business and collaborate closely with our sales, marketing, and customer support teams to ensure that our CRM and other allied systems is aligned with our business goals and objectives. Your expertise in HubSpot and/or Salesforce CRM will be instrumental in streamlining processes, improving data accuracy, and enhancing the overall customer experience.

Expertise

- Sales Cadence - Own GTM team cadence on operations reviews, pipeline reviews and forecasting.

- CRM Customization: Customize CRM to meet the specific needs of our organization, including creating custom properties, contact records, and lead scoring models.

- Integration: Integrate CRM with other third party tools and platforms used by the sales, marketing, and customer support teams to ensure seamless data flow and communication.

- Data Management: Maintain data integrity by overseeing data imports, data cleansing, and regular data quality checks. Implement best practices for data organization and storage.

- Automation: Develop and implement workflow automations, email marketing automation, and lead nurturing campaigns within CRM to improve efficiency and productivity.

- Reporting and Analytics: Generate custom reports and dashboards to track key performance metrics, analyze sales and marketing data, and provide actionable insights to the team.

- User Training: Train team members on CRM best practices, usage guidelines, and new features to maximize user adoption and proficiency.

- Optimization: Continuously optimize and improve CRM processes, workflows, and configurations to enhance user experience and drive better results.

- Technical Support: Provide technical support and troubleshooting assistance to CRM users, resolving any issues or challenges they encounter.

- Other Tools (Good to have): Forecasting tools, Reporting Dashboards.

- Advanced Excel skills are a must.

Experience

- Bachelor's degree in a related field or equivalent work experience.

- Sales Ops experience of at least 8 years, preferably at a technology product / SaaS organization.

- Proven experience as a CRM expert, with in-depth knowledge of CRM functionalities.

- Strong understanding of CRM best practices, sales management, and marketing automation.

- Proficiency in data management and data analysis.

- Excellent communication and interpersonal skills.

- Detail-oriented with a strong focus on accuracy.

- Ability to work collaboratively in a team-oriented environment.

- HubSpot CRM certifications (HubSpot Academy) / SalesForce CRM certifications is a plus.