Sales Operations Associate

C&W Services
dental insurance
United States, New York, New York
Sep 05, 2024
Job Title Sales Operations Associate Job Description Summary This position will be responsible for supporting our sales, marketing and business development organizations by overseeing our customer relationship management (CRM) systems and providing insights into our sales pipeline. With a keen eye and meticulous attention to detail, the role will support C&W Services' expansion into new markets. The Sales Operations Associate will work closely with our heads of sales, sales operations and marketing to ensure that our front office operations are operating effectively and efficiently. Job Description Responsibilities Ensure compliance with Salesforce.com (SFDC) usage and data integrity policies: Monitor sales pipeline and police overdue opportunities for update by sales, as well as flagging any unusual activity. Monitoring sales trends and key performance indicators for sales teams. Identify upcoming rebids & renewals and inform appropriate teams. Identify deferred opportunities and inform appropriate teams when ready for reengagement. Update and maintain regional alignment for reporting purposes and automated approval flows. Provide regular and ad hoc reporting on SFDC data (e.g. pipeline, win/loss, etc.). Update and maintain internal SFDC usage documentation (e.g. training manuals, process outlines, flowcharts). Assist in training of new resources on SFDC platform. Liaison between sales and SFDC Architects on changes/updates required to SFDC Compile lists of ready-to-assign leads and assign to appropriate sales resources based on vertical and region alignment. Execute lead scoring process head of pursuit decisions. #INDCWS Qualifications and Experience Bachelors degree 1-3 years demonstrated success in a sales operations and/or CRM analytics role Experience working with Salesforce Analytically minded strategic thinker who can proactively identify opportunities for growth Commitment to interpersonal effectiveness Ability to champion ideas and execute in an expedited time frame and to establish trust and maintain a collaborative spirit working cross-functionally in the organization Champions diversity and creates an environment of inclusion Possesses a growth mindset and works with positive intent Promotes continuous improvement, embraces change and is a change agent Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $68,000.00 - $80,000.00 C&W Services is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identity, protected veteran status or any other characteristic protected by law. In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.