Sales Operations Representative

FirstService Corporation•Irvine, CA

58d•$26 - $33•Hybrid

About The Position

The Sales Operations Representative is responsible for supporting the sales process by optimizing sales opportunity planning, sales proposal/asset creation, and sales reporting. The Representative, Sales Operations role plays an integral part in supporting regional sales leaders by uncovering coaching opportunities, territory management, and sales tools adoption.

Requirements

Demonstrates excellent oral and written communication skills. Ability to write with persuasion.
A high level of detail and organizational skills is required.
Must be goal-minded and possess a self-starting mentality.
Exceptional communication and interpersonal skills, with the ability to collaborate effectively across departments and with senior leadership.
Urgency and time management skills with ability to manage and set expectations.
Experience working with CRM platforms or similar systems (Microsoft Dynamics CRM a plus), as well as experience with sales enablement software.
Proficient knowledge of Microsoft Applications, including Word, PowerPoint, and Excel.
Intermediate knowledge of Adobe Creative Suite, particularly InDesign.
Excellent analytical and problem-solving skills with the ability to interpret data.
Experience in project management a plus with the ability to manage multiple priorities and deadlines.
Ability to maintain a positive attitude and work well under pressure.
Excellent problem solver; demonstrates ability to use creative alternatives.
Works effectively in interdepartmental environments by sharing ideas in a constructive and positive manner; addresses opportunities constructively to find mutually acceptable and practical business solutions.
Bachelor's degree in related fields to journalism, marketing, or communications preferred.
Three or more years' experience in sales, marketing, and/or communications in a corporate environment, with direct responsibility for researching, writing, and/or editing content for a variety of topics and audiences.
Valid Driver's License and State Mandated Vehicle Insurance required.
Sitting at a desk for extended periods of time
Dexterity for keyboard and mouse use
Ability to lift up to 30 lbs.

Nice To Haves

Experience in project management a plus with the ability to manage multiple priorities and deadlines.

Responsibilities

Ensure optimal utilization of the Sales Opportunity Planner for discovery of client needs and circumstances.
Create proposals and respond to board questions using CRM automation, proposal templates, and digital platforms.
Maintain and support accurate proposal content libraries, ensuring consistency and compliance.
Manage and enforce the proposal request process, overseeing efficient and timely delivery.
Verify the accuracy and brand alignment of digital and printed materials used in client interactions, including proposals and responses to board questions.
Meets proposal deadlines by establishing priorities and target dates for information gathering, writing, review, and approval.
Serve as subject matter expert in CRM and sales methodology to support the sales organization and provide guidance.
Align with the Sales Enablement team on any training opportunities for the sales team members.
Oversee pipeline maintenance to ensure clean actionable data to support accurate forecasting and reporting.
Respond to RVP of Sales requests for territory management, planning support, and reporting needs, as appropriate.
Gather insights from sales team on customer challenges and opportunities while leveraging this information to help facilitate improvements.
Proactively seek regular feedback from leadership about operational changes to ensure proposal accuracy.
Consistently analyze opportunities to accelerate sales cycle through adoption and utilization of sales tools.
Provide strategic insights and diagnose opportunities for sales coaching to improve efficiency and effectiveness.