Sales Operations Specialist

Sales Operations Specialist

Location:                   Remote, USA

Employment Type: Full-Time

Compensation:        $65,000.00 - $85,000.00 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience. 

Benefits Offered:    Vision, Medical, Life, Dental, 401K

Summary

OneStream is looking for a Sales Operations Specialist to support the Sales organization by providing them with key information regarding sales tools and processes, and to ultimately help our sales organization reach their targets and growth goals. The ideal candidate enjoys investigating day to day issues that Sales organizations face as they work their opportunities through the sales cycle. This role will seek to understand sales’ pain points and to continuously resolve their issues, but at the same time attempt to increase their productivity, drive process adoption and maximize efficiency for the Sales teams.

The Sales Operations Specialist will be responsible for many back-office sales support processes and projects as well as CRM system management & operational improvements. This role will also support the sales organization by building and maintaining sales reports and data. The specialist will work closely with the Account Managers and Regional Sales Leaders.

Primary Duties & Responsibilities

• Single point of contact for Account Manager, Sales Directors and Sales VP’s.
• Work closely with cross-functional teams like, Marketing Operations, Finance, Data Team, and Enablement Team to support the daily operations of our NA sales organization.
• Gain a deep understanding of the lead to opportunity sales cycle and related Salesforce processes to support daily operations and resolve any user issues.
• Drive forward our organizational rules of engagement with sales teams and adherence to business controls.
• Involvement in our onboarding/ ongoing training & enablement around sales systems and processes.
• Provide daily ad hoc training and sales support related to Salesforce and various third-party tools.
• Provide reporting and data analysis on sales activity, pipeline and account management to help identify business trends or areas for improvement.
• Assist with creation and review of quotes using CPQ.
• Work to drive Salesforce data hygiene and process refinements as needed.
• Assist with overall CRM system management and activities.

Required Education & Experience

• Bachelor’s Degree or higher
• Minimum of three years relevant experience in Sales Operations

Preferred Education & Experience

•  Previous experience with Salesforce CRM platform a plus
• Experience working in a SaaS or high-tech company is a plus

Knowledge, Skills & Abilities

• Strong knowledge of Microsoft Excel, Word and PowerPoint
• Detail oriented with strong organizational and communication skills (written and verbal)
• Excellent problem-solving skills
• Ability to work in a fast-paced, collaborative environment as an individual contributor

Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

 Why Join The OneStream Team

• Transparency around corporate structure, salary, and benefits
• Core value of customer success
• Variety of project work (not industry-specific) 
• Strong culture and camaraderie
• Multiple training opportunities

Benefits at OneStream  

OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

OneStream is an Equal Opportunity Employer.

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