Assistant Team Lead, Sales Operations Job in Cvent Inc

Summary

The Event Cloud Sales Operations Assistant Team Lead identifies business issues, recommends and designs solutions, and implements new operational processes and procedures to enable and enhance sales effectiveness Event Cloud sales reps, management, and support functions. The ATL supports a variety of sales activities, including quoting, contracting, reporting, territory management, and commissions.

Role & Responsibilities

Evolve Salesforce business processes, reporting, and data hygiene

o Implement new Salesforce best practices based on points of friction in the current sales process or emerging business needs

o Conduct ad-hoc report development and data analysis to identify trends

o Present findings and recommendations to Sales leadership to increase sales performance, team equity, and ability to scale

o Ensure data hygiene by designing and implementing new technical and business processes

Support quoting and contracting processes

o Provide tier 2 troubleshooting and guidance to sales reps on building and processing quotes in Salesforce CPQ

o Report on and support sales management and reps in resolving contract errors

o Capture common errors, questions, and issues to improve training, expand guidance, or submit system enhancements

Troubleshoot complex system and process errors to identify root causes and recommend solutions Manage territory and portfolio changes

o Review, maintain, and evolve Event Cloud territories, including quantitative scoring and regular reporting

o Analyze account portfolios for balance, geographic centricity, and associated quota

o Build new portfolios or move accounts by recommending changes to AM Managers

o Implement and track agreed-upon portfolio changes

o Coordinate with Sales Management and Commissions on the impact of any changes to commissions plans

Work cross-functionally with leadership and staff across sales, training, IT, HR, Finance, Contracts, Marketing, and Client Services.

Support sales and operations leadership on special projects and analyses

Maintain and expand process documentation on wiki

Key Attributes

2-5 years of experience in sales operations, sales, customer support, or other process-oriented role

Comfort working with and presenting to more senior staff and leadership, including building consensus and navigating disagreement

Differentiating Skills

Using and reporting in Salesforce CRM

Using or supporting quote-to-cash processes, including Salesforce CPQ

Transforming and summarizing larger datasets (1,000-100,000 records) in Microsoft Excel

Project management or business analyst experience

Physical Demands Notice