Description

The Operational Strategist I will work closely with sales leadership to assist with the development, design, implementation and execution of operational procedures in support of the implementation of sales strategy that drives objectives and key results.

This position will primarily focus on gathering information for the execution of Sales Operations processes for the entire Sales department.

RESPONSIBILITIES

• Collaborate with other departments to execute duties related to the following : sales territory management, approval of sales deals and supporting documentation, manage Leads and Lost Clients activities, manage client reference processes and resources, and compile and communicate sales representative and manager activity reporting, as well as other initiatives.
• Work through the ticketing system to ensure request are handled in timely manner and are reportable.
• Accurately capture and maintain data in support of daily, weekly, monthly, and other time bound reporting.
• Execute repeated and ad-hoc reporting around leads, lost clients, reference, deal desk and territory management, and activity reporting.
• Support the Sales Leadership team and Sales Representatives in executing sales strategy and tactics through understanding and storytelling with data to build impactful quarterly business reviews.
• Compile and analyze large sets of data for accuracy to assist in data driven decisions and recommendations to Sales Leadership.
• Execute all Deal Desk responsibilities for assigned sales segment, including, but not limited to, scrubbing paperwork, pricing in alignment with policies, and approvals for booked sales.
• Identify client references in support of sales reference requests.
• Translate Go-To-Market Strategy into territory design, visualization and execute territory changes when they arise.
• Complete documentation and visualization of processes for communication and future automation opportunities.
• Create, revise, and provide specific process-related trainings for the Sales department as needed
• Support with implementing process improvements and changes to the Sales systems and processes with outcomes tied to revenue gains.
• Assist with roll-out strategies and materials provided to the Sales department and other departments impacted by process changes.
• Work closely with Sales Operations and Strategy leadership to ensure department initiatives are met and maintained.
• Maintain a deep understanding of Paycom’s internal CRM systems

Qualifications

Education / Certification :

High School / GED

Experience :

1 years’ experience working with CRM technology, Sales Operations Experience and / or B2B Sales Experience.

PREFERRED QUALIFICATIONS

Education / Certification :

Bachelor’s degree

Experience :

1 years’ experience working with CRM technology or Sales / Sales Operations Experience.

Skills / Abilities :

• Intermediate knowledge of Microsoft Word, PowerPoint
• Beginner knowledge of Microsoft Excel
• Strong time management skills, while working in fast paced environment
• Ability to maintain confidentiality
• Strong written and verbal communication skills

Last updated : 2024-04-30