Sales Operations Lead
1 week ago
Sales Operations Lead - B2B SaaS
Newage Software & Solutions is a global leader in simplifying logistics, freight forwarding, and transportation business using technology. With 15+ years of experience, we provide technology and domain expertise services to 400+ global clients. Our software products, BPO, and consulting services help clients reduce operational costs, grow business, reduce risk, and quickly react to market dynamics.
Role: Lead - Sales Operations Support
Key Responsibilities:
- Create a training plan for Zoho CRM usage and educate IS/SM/RSM on accurate usage of the fields.
- Be the Zoho CRM Admin to build workflows and handle integrations with different tools for seamless information exchange. Manage CRM Data Hygiene.
- Customize the CRM as per the business/stakeholder's needs.
- Manage database/list sources like Apollo, Zoominfo, Zoho, Lusha, and retrieve relevant decision-maker contacts for sending marketing campaigns. Manage LinkedIn Sales Navigator subscriptions of sales managers.
- Assist Sales Ops in territory management, data planning, and prepare weekly tracker with Sales Ops.
- Provide reporting & Dashboarding on customer adoption, sentiment, advocacy, and business results (i.e., forecasts, renewals, expansions, churn).
- Lead allocation and Assignment Seamlessly via CRM. Prepare auto workflows for lead assignment.
- Curate content and playbooks to allow the team to more efficiently and consistently deliver customer outcomes.
- Identify opportunities for process automation and optimization, with a focus on scalability and driving significant growth in customer success and sales.
- Execute email and WhatsApp campaigns on a weekly basis.
- Strong knowledge on Zoho applications like CRM, Campaigns, SalesIq, Forms, and Flows.
- Provide ad-hoc reports to sales, marketing, and finance teams.
- Create custom dashboards using Power BI.
- Revenue forecast and pipeline summary management.
- Update revenue number in CRM for revenue reports.
Requirements:
- 5-8 years of experience in a B2B SaaS company as a GTM/Sales Operations, CRM management, data analysis, and reporting.
- Well-versed with Sales Leadership Dashboards, Data, and Sales Report, Performance.
- CRM Management.
- Process building and improvements.
- Data Management and Reporting.
- Email and WhatsApp campaign execution.
- Advance Excel and Power BI skills.
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