Sales Operations Specialist

Planit are world leaders in application testing and quality engineering. We provide solutions that support organizations to deliver high quality systems, applications, and IT architecture.

Planit is now a proud NRI company and part of a global movement to deliver a sustainable and secure future through better Information Technology exchanges. Our team offer expert consultancy, bespoke services, tailored training and unique solutions to complex projects. Specializing in digital quality, Planit have a geographic footprint across many continents, with 1800+ permanent employees and have been recognized in Gartner's Magic Quadrant for Application Testing Services.

Our values and ethos are focused on an intrinsic connection to our people, the awareness of our environment and our pursuit to be better than yesterday. We continue to lead the industry with unrivalled ideas, ability, and a quest to discern paradigms.

About the Role:

Reporting to the Shared Services Manager, this position collaborates closely with the Salesforce, Business Development and Account Management teams to support commercial activities across global opportunities. The Sales Operations Specialist is responsible for maintaining Salesforce governance, ensuring the consistency, accuracy, and compliance of Salesforce entries. Success in this role requires strong organizational skills, attention to detail, and the ability to communicate clearly and manage stakeholders effectively. The Sales Operations Specialist is pivotal in driving data-driven decision-making and optimizing sales operations through rigorous Salesforce management. The ideal candidate will possess robust administrative experience, a proactive and positive attitude, and the ability to perform well under pressure.

Salesforce Management:

• Oversee and manage Salesforce dashboards, ensuring alignment with company KPIs and compliance standards.
• Act as the primary point of contact for Salesforce support queries, providing timely resolutions and escalating issues as necessary.
• Support the Business Development and Account Management teams by ensuring all Salesforce opportunities are current and accurately reflect ongoing activities.
• Proactively improve established processes, using automation where possible.
• Work with Salesforce administrators and developers to configure and customize the platform to meet business needs while adhering to governance standards.

Stakeholder Support:

• Provide comprehensive support to Account Directors, Account Managers, and the Business Development team across all Planit accounts.
• Collaborate with internal teams to facilitate the smooth execution of sales processes and initiatives.
• Conduct training sessions and create training materials to educate users on Salesforce best practices and governance policies.
• Provide ongoing support and guidance to Salesforce users to enhance their proficiency and adherence to governance standards

Governance and Compliance:

• Maintain client documentation in accordance with Planit's document policies, ensuring accuracy and accessibility.
• Ensure all sales-related activities and entries adhere to established governance and compliance standards.
• Create dashboards, reporting and oversight on Salesforce governance activities
  Implement data cleansing processes to maintain high data quality standards.

Culture & Benefits:

We have an inclusive down-to-earth culture whilst collaborating and supporting each other. We recognize and reward high performers and there are regular employee social events as well as excellent employee benefits via our Planit Plus Program, such as:

• Paid health insurance (HMO)
• Life insurance coverage
• Personal accident coverage
• 20 days paid leave per year
• Group Personal Accident Insurance
• Payroll Easy Accounts
• Get full access to Planit's Academy and Apollo training programmes, LinkedIn Learning and other third-party training.
• Global opportunities for transfers and secondments across the Planit Group.