Sales Operations Specialist

hace 5 días


San Francisco, Heredia, Costa Rica Experian A tiempo completo
About the Role

The Sales Operations Analyst will work closely with users across the business to improve functionality and integration of our business processes and systems. As a key member of the sales operations team, this role will be responsible for improving the integration of business processes within our instance of Salesforce and other systems.

Main Responsibilities
  1. Understand business needs and how Salesforce capabilities can help solve business problems, drive revenue growth, and increase sales productivity.
  2. Maintain a holistic view of all business processes and users in the system to understand cross-functional impacts related to configuration, process, workflow and reporting.
  3. Coordinate the evaluation, scope and completion of new development requests.
  4. Lead Salesforce enhancement projects to drive the continued adoption, development, implementation, and management of the system.
  5. Complete regular internal system audits and ensure updated system documentation.

Qualifications
  • 5+ years experience working as a sales operations specialist, CRM Analyst or equivalent
  • Bachelor's degree in Business or other related fields.
  • Outstanding verbal and written communications skills with the ability to listen, articulate positions, and influence outcomes beyond direct areas of ownership and effectively communicate with both business and technical teams.
  • Experience working with cross-functional teams such as Client Services, Product Management, Pricing, Contracts, Implementation, IT, etc.
  • Demonstrated ability to translate business needs into custom business solutions on the Salesforce platform.
  • Proven ability to design and implement new processes and facilitate user adoption.
  • Ability to manage multiple projects and deadlines while delivering consistent results.
  • Extreme attention to detail, creative and critical thinking skills.
  • Expert knowledge in Excel, Power Point, Word and Visio.
  • Experience with AI SaaS tools is a plus.
  • Familiarity with Salesforce Einstein AI capabilities is a plus.
  • Salesforce Certification(s) preferred, but not required.

About the Company
Experian is the world's leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society. We prioritize our culture and look to bring people to the team who are passionate about their jobs, who are easy to work with, and who continue to value team over self.

  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    Job Title: Sales Operations SpecialistJob Description:    We are seeking a skilled Sales Operations Specialist to support our global forecasting process and advise the sales force in commercial sales transactions.    Key Responsibilities:        Attend GPC forecast calls and perform pipeline analysis to ensure forecast...


  • San Francisco, Heredia, Costa Rica ServiceNow A tiempo completo

    Job Description:We are seeking a highly skilled Sales Operations Specialist to support our forecasting process and advise our sales force in commercial sales transactions.Key Responsibilities:Attend regional forecast calls and perform pipeline analysis to ensure forecast accuracyAnalyze and review current customer licensing, products and usage to identify...


  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    Job DescriptionAs a Sales Operations Specialist at ServiceNow, you will play a critical role in supporting the forecasting process and advising the sales force on commercial sales transactions. Your responsibilities will include attending regional forecast calls, performing pipeline analysis to ensure forecast accuracy, and analyzing current customer...


  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    Transform Sales Operations with UsAt ServiceNow, we're revolutionizing the way businesses work. As a Sales Operations Specialist, you'll play a crucial role in driving our growth and success.Key Responsibilities:Support the forecasting process and advise the sales force on commercial sales transactions.Attend regional forecast calls and perform pipeline...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    **Company Overview**About Experian, a leading global information services company, unlocking the power of data to create more opportunities for consumers, businesses, and society.As a Sales Operations Specialist, you will partner closely with sales, marketing, and client services to support various initiatives that drive the sales process.**Key...


  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    **Company Overview**At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless curiosity and a drive for...


  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    **Company Overview**At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless curiosity and a drive for...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    Job DescriptionExperian, a leading global information services company, is seeking a highly skilled Sales Operations Analyst to improve the integration of business processes within our instance of Salesforce and other systems.This key member of the sales operations team will be responsible for:Improving Salesforce process integrationUser adoption and best...


  • San Francisco, Heredia, Costa Rica Experian A tiempo completo

    About Sales Operations Specialist RoleThe Sales Operations Specialist will partner closely with sales, marketing and client services to support a variety of initiatives that drive the sales process. This role will focus on improving the performance of a B2B sales organization by ensuring high standards of data quality in Salesforce.Key...


  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    Company OverviewAt ServiceNow, our technology makes the world work for everyone, and our people make it possible. We innovate in ways no one else can for our customers and communities, driven by a restless curiosity and a drive for ingenuity. We support each other to make our individual and collective dreams come true, dreaming big and making the future our...


  • San Francisco, Heredia, Costa Rica Sgf Global A tiempo completo

    **SAP IBP Specialist Wanted for Strategic Planning**At SGF Global, we are seeking a skilled SAP IBP professional to join our team as a Sales and Operations Planning Specialist.The ideal candidate will have strong experience in implementing and maintaining SAP IBP systems, with a focus on sales and operations planning.Key Responsibilities:• Collaborate with...


  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    Job SummaryWe are seeking a highly skilled Sales Operations Specialist to join our team at ServiceNow. As a Sales Operations Specialist, you will play a critical role in supporting our sales team in achieving their goals.Key ResponsibilitiesAttend and participate in all forecast meetings, providing sales management with the weekly roll-up of their...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    At Moody's, we empower organizations to make better decisions by providing integrated risk assessment services. As a member of our global team, you will play a crucial role in supporting our Sales Operations function.Key Responsibilities:- Process closed contracts and opportunities within Salesforce through a booked-verification process- Manage all...


  • San Francisco, Heredia, Costa Rica Databricks A tiempo completo

    About the RoleWe are seeking a highly skilled Business Operations Specialist to join our Deal Desk team at Databricks. As a key member of our operations team, you will play a critical role in supporting our Account Executives and Sales leaders in the deal quoting process.Key ResponsibilitiesProvide end-to-end support to Account Executives and Sales leaders...


  • San Francisco, Heredia, Costa Rica Servicenow A tiempo completo

    **About This Role**At ServiceNow, we're seeking a detail-oriented Sales Operations Specialist to join our team. As a key player in our sales organization, you'll analyze and review current customer licensing, products, and usage. Your expertise will help us suggest creative pricing and payment solutions that balance customer needs and pricing policies.**Key...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    Job SummaryWe are seeking a highly skilled Sales Operations Improvement Manager to join our Commercial Operations Process team at Moody's. In this role, you will play a key part in driving improvement to Commercial Group processes based on Lean Six Sigma and Agile principles.Key ResponsibilitiesSupport the successful implementation of specific initiatives...


  • San Francisco, Heredia, Costa Rica Placidway A tiempo completo

    We're seeking a visionary Sales Operations Director to lead our Customer Care and Operations Team. This role combines effective sales management with operational efficiency, driving customer satisfaction and significant revenue growth.**Key Responsibilities:**1. **Lead Daily Operations**: Guide the sales team in their daily tasks, ensuring they have the...


  • San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

    Moody's seeks a talented Operations Associate to support the Commercial Group in executing and improving processes, driving consistent performance and efficiency.Key Responsibilities:Collaborate with the Commercial Group to enhance internal and external customer experience.Support the implementation of process improvements and data maintenance...

  • Sales Offer Specialist

    hace 5 días


    San Francisco, Heredia, Costa Rica Prysmian Group A tiempo completo

    Job Title: Sales Offer Specialist At Prysmian Group, we're looking for a skilled Sales Offer Specialist to join our team in Belén, Heredia. As a Sales Offer Specialist, you will be responsible for administering and managing offers to external and internal customers in Central America and the Caribbean, promoting excellent service and spreading a...


  • San Francisco, Heredia, Costa Rica ServiceNow A tiempo completo

    Job Title: Sales Operations Process ExpertJob Summary:We are seeking a highly skilled Sales Operations Process Expert to join our team at ServiceNow. As a Sales Operations Process Expert, you will be responsible for becoming a Subject Matter Expert of Process and Procedures for Sales Operations. This includes becoming a CPQ/CLM Expert, actively participating...