As a Sales Operations Coordinator, you will play a critical role in supporting our Sales Directors and broader commercial teams by ensuring the accuracy, efficiency, and effectiveness of our Salesforce CRM processes. You’ll be the go-to expert for maintaining data integrity, generating and maintaining accurate quotes and opportunities, and streamlining contract workflows. This role requires a detail-oriented, collaborative individual with a strong customer service mindset and a proactive approach to problem-solving.
Key Responsibilities
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Salesforce Support & Opportunity Management
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Deliver exceptional customer service by assisting Sales Directors in creating and updating opportunities and quotes within Salesforce.
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Generate quote forms for Worldpanel by Numerator as needed.
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Communicate efficiently and effectively with the Sales Team ensuring you have deep understanding of the sale and its context to build appropriate quotes
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Data Integrity & CRM Maintenance
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Monitor and maintain data accuracy across key Salesforce objects.
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Review exception reports to identify and resolve data inconsistencies across additional CRM entities.
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Lead ad hoc data hygiene initiatives to ensure the CRM remains current and reliable.
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Contracting & Approval Workflow
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Collaborate with Sales Operations and cross-functional teams to manage the contracting lifecycle, including subscription renewals, amendments, and decommissions.
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Reporting & Insights
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Build and maintain Salesforce reports to deliver meaningful data and insights to the Sales team.
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Training & Enablement
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Assist in the development and delivery of training materials to empower commercial teams in using Salesforce effectively.
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Skills & Qualifications
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Bachelor’s degree or equivalent professional experience.
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1–2 years of experience in a corporate or business operations environment.
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Proficiency in Microsoft Excel, including functions such as VLOOKUP, Pivot Tables, and Index/Match.
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Strong organizational skills with the ability to manage multiple priorities simultaneously.
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Exceptional attention to detail and commitment to data accuracy.
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Proven ability to work collaboratively across teams and communicate effectively with stakeholders.
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Demonstrated team-player with a proactive and solution-oriented mindset
