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Sales Operations Lead

1 month ago

Chennai, Tamil Nadu, India Newage Software & Solutions Full time

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.