Sales Operations Associate

**About PSD Citywide**

PSD Citywide is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader that specializes in enterprise asset management and financial budgeting for municipalities. PSD has developed cutting-edge software solutions for our client’s asset management and financial budgeting needs, leaving behind mature and manageable programs making positive impacts in local communities.

**Description**
The Sales Operations Associate is the back-end support of our sales teams, supporting the teams with administration ensuring our sales, marketing, and finance teams have access to the tools and data to successfully perform their day-to-day duties and meet their KPIs. They will be responsible for supporting all activities by sales on the Salesforce platform, understanding the business needs of prospects, and helping the sales teams with overall business processes, increased efficiency, and ensuring success with sales conversion. They need to stay up to date with product features and be aware of changing functions of products, services, and processes. They will also be a key resource throughout the sales process, supporting RFPs, proposals, demos, and other research initiatives for their respective regional field sales teams.

**Job Duties & Responsibilities**
- Support the sales team on opportunity management through administration and filing of the creation, updating, and closing of deals.
- Contribute to team success by constantly updating Salesforce and keeping the team informed on client interactions.
- Document and create a client knowledge repository for new client set-up within Salesforce to support onboarding and customer success teams’ post-sale.
- Maintain data integrity within customer records in Salesforce and other systems to support business planning and KPIs for the senior management team.
- Collaborate with Marketing to ensure proper lead management processes, metrics, and policies are being followed and reported.
- Support client retention by maintaining communication with new and current clients.
- Assist in preparing PSD proposals, contracts and charters that are consistent with existing business operations.
- Support the RFP team as needed to ensure that information required by sales is delivered in a timely manner to ensure success.
- Support completion of grants for clients including providing reports.
- Other duties assigned.

**Qualifications**
- Post Secondary degree or diploma in relevant areas (Business, Finance, Marketing etc.).
- 2-5 years of successful business development experience.
- Demonstrated progressive relevant experience and an understanding of sales operations.
- Strong attention to detail to be able to prioritize multiple projects.
- Salesforce experience and knowledge of enterprise SaaS tools.
- Excellent problem solving, project management, interpersonal and organizational skills.
- SaaS and B2B experience preferred.
- Highly analytical and process-driven, with high problem-solving and communication skills.
- Advance skills with MS Word and Excel.
- Highly motivated, self-directed, and committed to delivering exceptional client satisfaction.
- Ability to quickly learn and then communicate the value of new PSD methodologies, products, and services.
- A highly collaborative person with excellent interpersonal, communication, and problem-solving skills - including the ability to communicate effectively with stakeholders at all business levels.

**Recruitment Process**

**Phone Interview**

If you are invited to a screening interview you will discuss your experience with one of our People & Culture team members. This interview is an opportunity to get to know a little more about the company, the type of work we do and impact we have.

**Virtual Interview**

**Employee Perks**

Competitive Salaries
Comprehensive Benefits Package
Company Matched RRSP Contributions
Flex Hours & Paid Time off
Social and Charity events and initiatives