Philadelphia, PA, 19133, USA
7 days ago
Sales Operations Specialist
**Description** We are seeking a dynamic and strategic individual to join our team as a Sales Operations Partner. In this role, you will play a pivotal role in driving new business through strategic prospect analysis, sales reporting, marketing campaigns, business planning, and client engagement. Working closely with cross-functional teams, you will partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk, while enhancing relationships to support and enable growth activities. _Note:_ Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** + Develop and execute growth strategies across Industry Verticals and Geography segments, considering industry representation. + Collaborate with CRB Leadership to manage growth analysis and forecasting. + Work closely with Strategy Leader to ensure accurate new business forecasting, variance reporting management, and business planning. + Organize prospecting strategy sessions with the sales community and assist in new business forecasting and growth progression. + Track and evaluate market penetration, prospect assignment, and client retention efforts. + Maintain accurate pipeline forecasts and collaborate with the Financial Business Partner on forecast changes and reporting needs. + Create and maintain robust prospect lists based on industry, geography, etc. + Coordinate and maintain client and prospect contact lists in CRM to facilitate marketing initiatives and drive brand awareness. + Coordinate business plans and growth calculators review with CRB Leadership to evaluate progress. + Partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk. + Enhance relationships with Business Leaders to support and enable growth activities. + Drive adoption of Dynamics 365 via training, demonstrating value of reporting, and providing resources to assist with data issues. + Maintain a high level of support for managed accounts by continuing to partner with LRMs. + Focus on building and strengthening relationships with Sales Operations key stakeholders. + Offer best practices and supporting resources to extend our reach and drive efficiencies in our work. **Qualifications** **The Requirements** + Bachelor's degree in Business Administration, Marketing, or a related field. + years of experience in market analysis, sales reporting, and business planning. + Proven track record of driving new business growth and market expansion. + Strong analytical skills with the ability to interpret data and trends effectively. + Excellent communication and interpersonal skills. + Proficiency in CRM platforms, Microsoft Office Suite, and reporting tools such as Epic, Power BI, etc. + Ability to work independently and collaboratively in a fast-paced environment. EOE, including disability/vets
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