The Operational Strategist II will work closely with sales leadership to participate in the development, design, implementation, and execution of operational procedures and developments for the implementation of sales strategy that drive key objectives and key results.  This position has increased responsibility in territory management and new process creation.

 

RESPONSIBILITIES

Lead the collaboration with other departments to execute duties related to sales territory management, Deal Desk activities, Leads and Lost Client processes, onboarding, client references, sales representative, and manager activity reporting, as well as other initiatives. Work through ticketing system to assign resources and ensure request are handled in timely manner and are reportable. Collaborate with Development and Product teams on CRM issues/tickets/concerns. Accurately capture and maintain data in support of daily, weekly, monthly, and other time bound reporting. Execute repeated and ad-hoc reporting of activity related to leads, lost clients, reference, deal desk and territory management. Support the Sales leadership team and Sales Representatives in executing sales strategy and tactics through understanding and storytelling with data and building impactful quarterly business reviews. Compile and analyze large sets of data for accuracy to make data driven decisions and recommendations to Sales Leadership. Develop and own the communication strategy execution of Leads and Lost Client processes for the entire Sales department. Develop and own the sales portion of the onboarding process for Sales Representatives, Managers, and regional VPs. Own and maintain Manager and Regional Hotlist reporting. Own, manage and execute the Reference Program for the entire Sales department. Develop and translate our Go-To-Market Strategy, with support, into territory strategy, design, visualization, and execution of territory changes as they arise. Recommend and implement process improvements and changes to the Sales systems and processes with outcomes tied to revenue gains. Visualize and collaborate on new processes for the Sales organization. Lead the documentation and visualization of processes for communication and future automation. Recommend and implement process improvements and changes to the Sales systems and processes with outcomes tied to revenue gains. Develop a process roll-out strategy and materials to provide to the Sales department, as well as other departments impacted by the process change. Create, revise, and provide specific process-related trainings to the Sales department as needed. Execute all Deal Desk responsibilities for the assigned sales segment including, but not limited to, pricing approvals in accordance with current policies, scrubbing paperwork, and approvals for booked sales. Work closely with Sales Operations and Strategy leadership to ensure department initiatives are met and maintained. Maintain a deep understanding our Paycom’s internal CRM systems.