Sales & Marketing Operations Specialist

Proofpoint•Philadelphia, PA

1d•Hybrid

About The Position

This position sits uniquely between sales, sales management, finance, tech, and marketing to help support the logistics of running our revenue operation and measuring its successes. The primary responsibility is to: 1. build, review, and understand key performance indicators (KPI), 2. measures progress of the commercial team against the KPIs, and 3. effectively communicate successes, deficiencies, and trends back to the sales management team to drive accountability. In support of its primary responsibility, this position will also be relied upon to help move initiatives and projects forward by maintaining clean and accurate notes, reviewing open action items, and keeping parties to task to put plans into action.

Requirements

Strong sales sense - understand how sales reps and territories work
Excellent analytic skills - ability to run, digest, and summarize data
Detail oriented
Strong organizational skills to be manage multiple projects, tasks, and deadlines all at once
Bachelor’s degree in business, Finance, or Marketing
1-3 Years of Experience in Sales or Finance
Experience with Salesforce or similar CRM
High proficiency in Microsoft Office (Excel, Word, Outlook, etc.) , especially Excel.

Nice To Haves

Experience with Tableau

Responsibilities

Work closely with commercial teams and leadership to develop, maintain, and review performance metrics
Identify trends among the data and effectively communicate back to commercial leadership
Work closely with finance to develop new reporting to help manage performance metrics
Run point on key commercial initiatives so deadlines are hit, and ROI is measured and achieved
Maintain agenda and action items from commercial meetings to ensure proper movement on key deliverables
Assist in pipeline and forecast management based on top of funnel sales activity
Onboard new users in our system; helping to align territories, MSAs, and reporting structures
Create and manage all agency, contact, and new business opportunity changes in the CRM as it relates to Sales
Manage new list uploads, M&A changes, and data integrity in our CRM for accurate reporting
Quarterly scrubbing and data reconciliation in our CRM
Manage all Marketing and Events data which includes data digestion, reporting, and insights
Support in lead generation activity which involves lead conversion, assignment, and outreach.