Sales Operations Specialist
3 days ago
Work Setup: Remote (Philippines-based, supporting EST hours)
Work Shift: 9:00 PM – 6:00 AM Manila Time
Position Overview:
The Sales Operations Specialist will support the company's sales division by managing CRM data, optimizing sales workflows, and enabling smooth campaign execution. This role requires a data-driven, process-oriented professional who leverages CRM and AI tools to streamline sales operations and generate business opportunities.
Key Responsibilities:
● Manage, maintain, and optimize CRM systems (Salesforce or equivalent).
● Collaborate with the sales team to track leads, manage pipelines, and support deal flow.
● Design, execute, and analyze email marketing and outreach campaigns.
● Generate and maintain sales performance dashboards and reports.
● Proactively identify sales process gaps and implement improvements.
● Integrate AI tools for lead scoring, automation, and campaign personalization.
KPIs (Key Performance Indicators):
Financial Modeling Accuracy: ≥ 98% accuracy in financial forecasts and valuation models.
Reporting Timeliness: 95% of deliverables submitted within agreed deadlines.
Market Insight Impact: At least 3 actionable insights per quarter adopted in strategy/investment decisions.
Presentation Quality: Minimum 90% positive feedback from senior consultants on clarity and professionalism.
Efficiency Gains: Demonstrate
Qualifications:
● 3–5+ years' experience in Sales Operations, CRM management, or Sales Support.
● Proficiency in Salesforce (or equivalent CRMs) and mass email marketing tools.
● Strong data handling, reporting, and dashboard creation skills.
● Familiarity with AI-driven CRM workflows (e.g., predictive lead scoring, automation).
● Excellent English communication skills and prior experience supporting U.S.-based teams.
Job Type: Full-time
Pay: Php70, Php85,000.00 per month
Experience:
- CRM Management: 5 years (Required)
Work Location: Remote
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