About the Sales Operations Manager:
The Sales Operations Manager oversees the Salesforce CRM for the Sales and Client Relations Team and acts as a right-hand person to the VP of Sales. This person will own all lead and opportunity data, create and maintain dashboards for the team and company’s needs, oversee all sales documents, monitor and track KPIs, and support other general needs of the team. This person will possess a “figure-it-out-mentality” and will excel in fast-paced, high-stakes situations. The Sales Operations Manager will also work closely with Marketing to ensure data alignment. Proficiency in Salesforce, Hubspot, GSuite, Microsoft Office, and both written and verbal communication will be extremely helpful for this role.
- Ownership of Lead & Opportunity data
- Create and maintain Account Management systems to ensure clean data
- Collaborate with Marketing & Data teams to manage Salesforce/Hubspot sync and workflows
- Strategize and implement system and process improvements for data tracking and lead management
- Train new employees on Salesforce systems and act as a resource for team in general CRM needs
- Manage CRM for VP of Sales & CEO
- Sales & Client Relations Data Management
Create and maintain reports and dashboards for:
- Sales rep performance and activity reporting
- KPIs & goal tracking
- Client satisfaction (NPS)
- Client stats
- Strategic partnership referrals
- Forecasting & pipeline tracking
- Develop and maintain Salesforce Einstein Analytics dashboards and lenses
- Document prep & monitoring
Create and oversee proposals & contracts for all products and services
Manage and maintain all company sales document templates for contract and proposal creation, as well as supplementary documents
Work with Marketing to update, maintain, and better utilize sales documents used throughout the sales funnel
Create and maintain process and system documentation
Send documents to clients as necessary
Manage DocuSign for the Sales Team
Logistical support for Client Relations
Review contract terms and conditions and advise on course of action
Coordinate with Data Team to send out NPS email yearly
Assess NPS data to identify areas for improvement
Create and maintain systems and processes for tracking client information
Other duties include:
Presenting sales for weekly all-staff meetings
Supporting other general needs of the VP of Sales & Client Relations
Presenting KPIs to VP of Sales to strategize company sales initiatives
Building & maintaining dashboards, reports, Job Order views, and other key information for other teams and general business needs
Collaborating with the recruiting team to ensure systems are cohesive across the company
What You Bring
Education and Experience
Bachelor’s degree is required.
A minimum of three years of administrative assistant or administrative coordinator experience.
Experience working in a church and/or faith-based non-profit organization is preferred.
Experience with Salesforce and Hubspot is desired but not required.
Keen attention to detail.
Ability to be proactive and a forward thinker.
Self-regulating and possessing both reliability and consistency.
Ability to flex work schedule when needed.
Can handle sensitive information with the highest degree of integrity and confidentiality.
Passionate about values-based organizations.
Self-starter – a person who is strongly self-motivated and shows initiative.
Exhibits a spirit of flexibility and is very willing to accept and lead through change.
A demonstrated, high level of integrity, guided by a sound set of moral principles.
Chemistry that “fits” with the Vanderbloemen ethos and culture.
A strong work ethic and high energy.
A team player and team builder who focuses on the good of the entire organization and can inspire others to work together to achieve organizational excellence.
What It’s Like to Live in Houston, Texas:
Houston is the 4th largest city in the United States and the largest city in the state of Texas. According to the 2010 U.S. Census, the city had a population of 2.1 million people within an area of 579 square miles.
Houston is the home of the Texas Medical Center, the world’s largest concentration of healthcare, research institutions, and NASA’s Johnson Space Center where the Mission Control Center is located.
Rated as a global city, Houston’s economy has a broad industrial base in energy, manufacturing, aeronautics, and transportation. It is also leading in health care sectors and building oilfield equipment; only New York City is home to more Fortune 500 headquarters. The Port of Houston ranks first in the United States in international waterborne tonnage handled and second in total cargo tonnage handled. The city has a population with various ethnic and religious backgrounds and a large and growing international community. It is home to many cultural institutions and exhibits, which attract more than 7 million visitors a year to the Museum District. Houston has an active visual and performing arts scene in the Theater District, and offers year-round resident companies in all major performing arts.