Sales Operations Associate

5 days ago

Fredericton, New Brunswick, Canada Appcast Inc Full time

Job Description

The Sales Operations Associate will play a critical role in supporting teams across the organization — including our customer and growth teams — by ensuring seamless processes and supporting initiatives that contribute to our overall success. This is a highly engaged role that will assist with the day-to-day management and administration of the Salesforce platform. The Sales Operations Associate will work closely with the Salesforce team to manage user tickets, support system updates, user issues, and data integrity, helping to ensure the platform functions smoothly for internal teams. 

Job Responsibilities

Support Deal Desk : Support the sales team by managing deal-related inquiries and tickets, troubleshooting pricing and quoting issues, and providing guidance on processes, policies, and systems as needed. This includes: IO/IIO creation and closed-won paperwork review. Ensure consistent application of best practices, accurate quoting, and adherence to policies and procedures. Work closely with sales and finance to ensure smooth transactions from quote-to-cash.  Data Entry and Management: Support system configuration; including user setup, assisting in the creation of custom fields, reports, and dashboards. This includes: Provide user support by managing tickets, troubleshooting issues, answering queries, and providing system support as needed. Accurately enter and maintain sales data in Salesforce to ensure integrity and completeness. Monitor and maintain data quality within Salesforce, conducting regular audits to ensure accurate and clean data. Identify discrepancies and inconsistencies and take corrective actions as needed. Conduct daily and weekly audits on Active Opportunities, Contracts, Spend, and the customer portal connection to ensure data flows as designed appropriately. Summarize findings to SalesOps leadership.  Support internal teams by troubleshooting and resolving Salesforce errors and technical challenges to ensure smooth system functionality.  Conduct one-on-one or group sessions with Account Executives (AEs) and Account Managers (AMs) as needed, providing guidance and training on Salesforce processes. Support the integration of Salesforce with other business systems (e.g., ERP, Marketing Automation platforms).  Perform data imports and exports, manage data updates, and assist in data migration projects.  Contribute to developing and maintaining training materials, standard operating procedures, and knowledge base documentation.  Provide support and guidance to new hires on essential Sales Operations tasks, including managing tickets, handling deal desk processes, addressing support-related inquiries, and troubleshooting issues.  Ad-hoc support on InfoSecurity questionnaires and vendor forms. 

Qualifications

Familiarity with quote-to-cash processes, including deal desk workflows, quoting, pricing, and contract review  Basic understanding of sales processes and lifecycles, including deal desk operations and closed-won processes.  Familiarity with contract and order management processes (IO/IIO creation, paperwork review.)  Exposure to InfoSecurity/vendor form completion is a plus.  Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint. Strong attention to detail and accuracy in data entry and management.  Excellent communication and interpersonal skills, with the ability to collaborate effectively with colleagues at all levels.  Ability to prioritize tasks and meet deadlines in a fast-paced environment.  Proactive attitude with a willingness to learn and take on new responsibilities. 

Education and Experience

Bachelor's degree in business administration, marketing, or a related field preferred.  1-2 years of previous experience in sales support, customer service, or administrative roles in a B2B environment.  Hands-on experience with Salesforce; including data entry, reporting, dashboards, and basic configuration.  Experience with ticketing systems for managing internal requests  Experience with CRM data management; such as, data uploads, data cleansing, mass updates using tools like Apsona or native import tools. 

Travel Requirements

No travel is required for this position. 

Supervisory Responsibilities

This position will not supervise others. 

Additional Information

Appcast recognized as one of Inc Magazine's "Best Workplaces" for 2024 

We're the best at what we do.  We're the global leader in programmatic recruitment advertising. With advanced technology, unmatched market data and a team of the industry's best recruitment marketers.  We have an amazing culture driven by great people.  Headquartered in Lebanon, N.H. with offices in the U.S., Canada and Europe, Appcast is part of the Stepstone group. To better understand our company culture, read and check out on our website. We take care of our employees.  We're dedicated to creating an inviting environment where individuals from diverse backgrounds can thrive and develop. We believe in providing competitive compensation and comprehensive benefits, ensuring our team can support their loved ones and one another. We enjoy fostering a sense of community through dedicated employee networks, fun gatherings, delicious food, and even welcoming furry friends into our workspace. We live our values each day including volunteering and giving back to our communities. 

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