Assoc Sales Operations Spec

3 weeks ago

Pune, India Veritas Technologies Full time

Job Title: Associate Sales Operations Specialist - Global Sales Operations

Location: Balewadi Pune, India

Team: COE CRM Operations

VERITAS is currently looking for motivated individuals who are responsible for assisting sales organization throughout the transaction lifecycle as well as partnering directly with colleagues internally to deliver operational, reporting and analytical support to the organization and highlight key trends, outline operational challenges and propose process improvement philosophies to increase our operational efficiency and success. The team is always looking for influencers who are passionate, dedicated and self-motivated in their work and career.

Role Overview

The CRM Operations Associate is responsible for managing CRM admin functions, maintaining territory assignment model, and improving the quality of customer data for sales teams. The individual will work closely with Sales/Sales Operations teams & be the first point of contact to address queries related to territory assignment and resolve data related queries on accounts and opportunities in CRM.

**Responsibilities**:

- Responsible for managing the CRM operations seamlessly and timely SLA delivery along with maintaining high levels of customer satisfaction
- Improve CRM process through simplification, standardization, and automation of manual activities
- Work as an owner for the Sales Territory assignment process to manage end to end activities for Account & opportunity Territory assignment
- Maintain accurate forecasting model for opportunities in CRM system, to ensure accurate current and future pipeline visibility for Reps
- Maintain data hygiene in customer accounts including account ownership, segmentation, and clean address information
- Maintain customer relationship in CRM by creating/maintaining the account hierarchies
- Create periodic analysis and reports to improve data quality
- Coordinate and facilitate meetings with diverse business and technical stakeholders
- Facilitate change management by developing and executing communications plans, assigning roles, and defining accountabilities, conduct user training and creating training documentation, provide ongoing user support, implement reports and dashboards, etc.
- Ability to draw data insights, identifying gaps and highlighting the same for resolutions

Qualifications:

- Proficiency and previous experience with Oracle Sales Cloud/ SFDC as CRM expert
- Proficiency and previous experience with MS-Excel (Advance level incl. macros and fuzzy logic)
- Good understanding of sales territories, account hierarchy & customer data management
- Experience in managing, extracting, and cleansing high volumes of transactional data
- Results and detail oriented with the ability to manage conflicting priorities effectively
- Excellent communication skills, cross functional experience, and strong interpersonal skills
- Strong written and verbal communication skills
- Strong analytical background with the ability to understand complex data and resolve difficult problems
- Flexible and adaptable to an evolving and dynamic business environment
- Knowledge of sales cycle and its basic requirements

Technologies:

- Oracle Sales Cloud, SFDC or any other CRM system
- Microsoft Excel, Access, PowerPoint

**Experience**:

- Should have 3 to 5 Years of experience in CRM support role (SFDC, Sales Cloud or any other CRM)
- Should have hands on experience in MS Excel
- Self-starter and a proactive can-do innovative attitude, result-oriented
- Flexible and adaptable to an evolving and dynamic business environment
- Knowledge of Sales Cycle and its basic requirements
- Good understanding of Sales Territories, account hierarchy & Customer Data
- Lean Six Sigma Green Belt certification will be preferred

Education details

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