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Sales Operations Specialist

Checkfront

Checkfront

Sales & Business Development, Operations
Austin, TX, USA
Posted on Nov 14, 2024

About us

Join the adventure and innovate with a talented team that’s pushing the capabilities of experience management! Empower thousands of tour and activity operators.

Join one of Canada’s top SaaS growth companies. Our mission is to help businesses streamline their booking processes, increase online conversion and enhance customer experiences through our intuitive and robust software solutions. We are committed to driving innovation and supporting our clients in achieving operational excellence. Recently, we have merged with two other leading booking software companies Rezdy and Regiondo, bringing our combined customer total to approximately 15,000 businesses and processing over $10 billion in bookings to date. This is an exciting time to become part of our focused and dedicated team!

About the Job

As a Sales Operations Specialist, you will be instrumental in driving our sales team's success by optimizing our lead management processes. You will play a pivotal role in nurturing leads, improving conversion rates, and enhancing overall sales productivity.

The Senior Sales Operations Specialist helps keep our sales team running smoothly by identifying opportunities for improvement through data insights and broadening our market presence. This role involves managing lead distribution to Account Executives, identifying trends in the sales execution process, collaborating with cross-functional teams, and delivering performance reports for sales leadership. It’s a dynamic position that demands quick problem-solving and a keen eye for detail.

We’re seeking someone with a proactive attitude who thrives in a fast-paced, evolving environment. If you're excited by new challenges and ready to dive into a growing sales landscape, this position is for you!

Please not this position is an in-person role for our work location in Austin, Texas.

Some tasks you’ll be taking on

  • Work closely with Sales leadership to help establish, communicate, and enact sales processes and strategies.
  • Lead allocation and circulation, including assigning new demo requests and newly-loaded leads.
  • Work closely with Sales Management to communicate best practices about the sales process to salespeople in the office.
  • Utilize internal data to build custom data configurations and reports in Hubspot and google sheets
  • Work cross functionality with our Business Development Team, ensuring that our Sales team is prepared to close any spectrum of deal, from cold outreach all the way to proactive preparation ahead of industry conferences and in person meetings.
  • Analyze performance on several levels, ranging from macro-analysis (office growth) to micro analysis (individual representative performance).
  • Understand where we're winning and help our team execute by highlighting strong performing cohorts and segments.
  • Assist Sales Management team with interviewing, hiring and employee onboarding.
  • Be prepared to assist with a variety of projects from general sales operations through client onboarding. Our goal is to help clients succeed through go-live and it's the responsibility of everyone in our teams.
  • Communicate with salespeople on a daily basis regarding prospective clients targeted in the CRM.
  • Conduct regular reviews of sales commissions to ensure accuracy in payroll.
  • Assist broader North America commercial team operations where needed.

Ideally, you should have

  • 3+ years of experience in sales operations or a similar role within a B2B SaaS company.
  • Proven expertise in lead management processes and best practices.
  • Strong analytical skills and ability to interpret data to drive business decisions.
  • Excellent communication and interpersonal skills to effectively collaborate with cross-functional teams.
  • Has exceptional verbal and written communication skills.
  • Demonstrated ability to manage multiple projects and prioritize tasks effectively.
  • A passion for sales and a drive to continuously improve processes and outcomes.
  • Is legally able to work in the United States.

If you don’t meet all of our requirements exactly or have some gaps in your resume know that we would still love to hear from you! Use your cover letter to tell us about your unique experience - we understand that talent comes from many places and that skills are transferable.

Perks and Benefits

  • A company that values work-life balance
  • Vacation, personal days, health days, paid volunteer day
  • Half Day Fridays during the summer season
  • Extended health benefits and EAP program
  • Parental benefits
  • Professional development allowance
  • The chance to be part of a dynamic and innovative company that is making a difference in the tour and activity sector

Values

  • Be a trusted guide: We are responsible for finding the right outcomes for our customers and our people. We are consistent and dependable partners to those that rely on us.
  • Shape the future: We are relentlessly curious, continually finding ways to innovate and improve the status quo. We create our tomorrow, rather than waiting for it to come to us.
  • Be proud of the journey: We practice deep integrity and respect in each decision, interaction, and relationship. We measure ourselves not only by outcomes, but by the path taken together.