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Sales Operations Specialist

1 week ago

Manila, National Capital Region, Philippines TRAILD PTY LTD Full time

Traild Pty: A Dynamic Growth Story

We are a rapidly expanding SaaS company streamlining, automating and protecting Accounts Payable. Our innovative solution integrates with leading business ERP systems to help clients make their AP process more efficient, automated and secure.

The Role: Be Part of Our Operational Excellence Journey

We are seeking a skilled and motivated individual to join our team as a Sales Operations Analyst where you will play a critical role in the operational system of our fast-growing sales and marketing team.

Your key responsibilities will include:

  • Lead management, including washing leads against existing records, preparing for distribution, loading leads into CRM, and enriching leads with public data.
  • Running sales and marketing reports from CRM and industry sources.
  • Conducting basic sales lead analysis (lost reasons, conversion, ERP performance, and forecasting).
  • Implementing operational actions based on reports, such as distributing weekly reports to senior leadership, notifying sales managers of sales rep adherence, and managing lead distribution.
  • Assisting in testing sales & marketing automations and journeys within Pipedrive before implementation.
  • Preparing customer proposals and seeking new lead opportunities from online sources.

Key Qualifications:

  • Recent university/college graduate with a degree in Operations logistics, Business, Analytics or related field.
  • Knowledge of CRM platforms (Pipedrive, HubSpot, or Salesforce) and a champion of Microsoft Office Suite particularly Excel, PowerPoint, and Word.
  • A thinker with a technical or operational mindset, ideally with experience in Accounts Payable, ERPs, or startup environments.
  • Strong written English skills and a digital native at heart.
  • Proactive, with a willingness to ask questions and learn.

Benefits of Working at Traild Pty

  • Flexibility: we offer a range of remote, hybrid and flexible working options.
  • Global team: we are growing across APAC, NA and EMEA and have teams all across the world.
  • Our team genuinely loves working at Traild Pty: we scored 100% on our eNPS survey.