Sales Operations and Enablement Associate

1 week ago

Manila, National Capital Region, Philippines Infinit-O Full time

Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.

But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business, but in the communities we serve.

With a highly engaged and innovative team, we don't just optimize processes, we also create meaningful change.

Key Responsibilities:Salesforce Data Enrichment & Hygiene
  1. Data Cleansing & Standardization
    1. Validate and correct inconsistencies in Account, Contact, and Opportunity data.
    2. Identify and merge duplicate records.
    3. Ensure accurate and up-to-date firm types, parent accounts, and sales team ownership.
    4. Populate missing fields such as AUM, custodian relationships, and product interest.
  2. Lead & Account Qualification Support
    1. Enrich inbound leads with firmographic data from external sources.
    2. Standardize firm classification to align with RIA, BD, Bank & Trust, etc.
    3. Tag key prospects based on engagement history and sales criteria.
Sales Reporting & CRM Analytics (CRMA) Support
  1. Report & Dashboard Creation
    1. Build and maintain Salesforce reports and CRMA dashboards for pipeline visibility, sales activity tracking, and performance insights.
    2. Support forecasting reports for leadership by ensuring data integrity.
    3. Develop advisor engagement tracking to highlight high-potential accounts.
  2. Pipeline & Sales Performance Insights
    1. Track pipeline movement, deal velocity, and key sales KPIs through effective reporting.
    2. Support sales team in understanding territory and account performance.
Sales Process & Enablement Support
  1. Territory & Coverage Adjustments
    1. Assist in territory management updates in Salesforce.
    2. Reassign accounts based on firm mergers, acquisitions, or coverage changes.
  2. Sales Process Optimization & Documentation
    1. Create step-by-step guides for sales team usage of Salesforce reports.
    2. Document repeatable processes for lead management, activity tracking, and sales workflows.
  3. Sales Tool Utilization Support
    1. Ensure correct tagging and adoption of sales enablement tools integrated with Salesforce.
    2. Help troubleshoot minor Salesforce reporting issues for sales teams.
Operational Support & Volume Estimation
  1. Workload Estimation & Prioritization
    1. Prioritize tasks based on impact on sales execution.
    2. Align with Sales Enablement leadership to ensure focus on highest-value tasks.
Requirements

Job Requirements and Credentials:

  • At least 1-3 years of experience in using CRMs like Salesforce
  • Preferable background in financial and investment management
  • Excellent written and verbal English communication skills
  • Strong research and data analytical skills
  • Results-driven with a strong ability to analyze data
  • Proficient in Salesforce
  • Highly organized with excellent multitasking skills and ability to prioritize activities effectively and meet deadlines
  • Proactive, motivated, detail-oriented, willing to be trained, and driven to achieve objectives
  • Creative with excellent project and time management skills
Benefits:
  • Company events
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Pay raise
  • Hybrid Work Setup (1-4 times a month)
  • Equipment provided
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