
Technical Systems Specialist
1 day ago
We are seeking a highly skilled professional to join our sales agency in a key role.
The successful candidate will play a critical part in supporting the success of our accounts and sales reps by handling tech stack related tasks, overseeing our tech stack, and working directly with senior leadership.
Your primary responsibilities will include:
- Assisting senior leadership with onboarding and setting up new accounts and sales reps.
- Ensuring all new sales reps are setup correctly from a tech stack perspective before they go live to take first calls.
- Help implement and set up new tech stack, systems, & processes.
- Communicate with the marketing team on lead flow initiatives.
- Create and manage tech integrations using Zapier (in systems like Pipedrive, ActiveCampaign, Typeform, Oncehub etc).
- Build out automations and workflows in the CRM with senior leadership's instruction and oversight.
- Create new reports and dashboards in the CRM.
- Successfully complete the entire CRM configuration SOP for new accounts.
- Take full ownership of all Oncehub activity including creating new master page booking links, creating new booking pages, managing resource pools, updating rep availability, and keeping the OnceHub links and pathways documents up to date and accurate at all times.
- Take ownership of all tech stack related items in the launching a new sales engine SOP.
- Upload and update new trainings in the sales resource center.
- Be a resident expert on all of our sales systems & processes.
- Manage rep adherence to CRM process across sales teams.
- Troubleshoot lead flow issues, CRM integrations issues, or any other tech related issues.
- Ensure the data in Looker Studio are accurate.
You should possess the following skills and qualifications:
- Able to build zaps in Zapier with ease.
- Familiarity with CRMs.
- Ability to build automations to create more efficient workflows.
- Proven track record of successfully finding exciting roles.
- No preference between fast-paced and static environments.
- Prior experience with learning new things and having fun.
This role offers a unique opportunity to work in a creative environment with a dynamic team.
Additional InformationPlease note that this is not a mundane role, but rather an opportunity to grow and develop your skills.
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