Sales Operations Specialist
GuidePoint SecurityJob Summary
The Sales Operations Specialist supports sales by managing quotes, tracking opportunities in Salesforce, and interacting with customers and vendors. They play a key role in maintaining accurate forecasts and ensuring smooth operations within the sales team.
The Sales Operations Specialist (SOS) is a valuable resource for Regional Partners and Account Executives. The SOS supports sales by requesting quotes from appropriate Vendors and Distributors, generating quotes for Customers, managing SalesForce.com Opportunities, and corresponding with Customers in an effort to maintain and grow the region. In this role, the SOS is required to interact with Manufacturing Partners, internal business partners, and Customers in a fast-paced support atmosphere. Sales Operations Specialists are a key contact of the Customer’s daily interaction with GuidePoint Security. It is the duty of the SOS to support New Business in quota bearing environment. The SOS must keep their finger on the pulse of all regional Opportunities for which they are responsible. SOS representatives manage SalesForce.com so that it can provide accurate forecasting reports.
Role and Responsibilities:
Use SalesForce.com to generate quotes, track opportunities and process orders
Promptly respond to internal and external inquiries
Suggest creative pricing and payment solutions balancing customer need and pricing policies
Serve as a liaison between Customers, Vendors, and GuidePoint outside Sales Executives
Develop and retain knowledge of InfoSec Products and Industry, Vendor Resources and GuidePoint Security Service offerings
Develop and maintain relationship with GuidePoint key Vendors and Customers
Attend regional forecast calls and perform pipeline analysis to ensure forecast accuracy
Leverage resources and relationships to bring Value to Customers
Serve as a liaison between GuidePoint outside Account Executives, Purchasing, Accounting and Contracts Departments to process and track requests and opportunities
Work with the team to analyze information and make decisions that benefit GuidePoint Security
Demonstrate the ability to manage multiple tasks with shifting priorities and tight deadlines
Work closely with other GuidePoint teams to better streamline processes and information as well as ensuring we are delivering to customers on what they need
Other related duties to support the region as required and assigned
Position Requirements:
High School Diploma or GED required
Associate Degree or equivalent from two year college or technical school preferred
Experience requested is 5+ years in a customer service/sales support type role. A background in the IT industry is preferred.
Must be self-motivated
Must have outstanding attention to detail and commitment to follow-through
Technical sales/support and outbound calling experience preferred
Ability to work well with a team
Prior experience in Customer Relationship Management (CRM) software required. Experience with SalesForce.com preferred
Strong ability to multitask
An unwavering positive attitude, strong drive for results, and the ability to deal with ambiguity are a must
Solid Math skills with the ability to calculate margins/discounts, and percentages required
Must be open to receiving constructive feedback and applying it to improve their results
Demonstrate good judgment in analyzing information to make decisions that benefit GuidePoint Security
Strong written and verbal communication skills. Ability to communicate clearly and concisely via email, phone, and written documents
Intermediate level experience with Microsoft Office and Internet Navigation
Ability to work flexible work schedule required
