Position Summary:

The Sales Operations Specialist provides support and guidance for the Sales team. The position plays a critical role in supporting the CEO and sales team by analyzing data, optimizing processes, and providing insights to enhance overall sales performance.

Essential Duties:

• Supports the CEO and Sales team with a variety of functions.
• Administer and maintain the company’s Customer Relationship Management system.
• Ensures data integrity within the CRM and assists in implementing best practices for data management.
• Acts as a point of contact for internal and external customers, addressing inquiries, resolving issues, and providing information as needed.
• Coordinates with outside departments to ensure the smooth onboarding, billing, and logistics of sales.
• Analyzes sales data to identify trends, opportunities, and areas for improvement.
• Generates regular reports on key performance indicators (KPIs), sales forecasts, and other relevant metrics.
• Pipeline analysis within CRM system and tracking of opportunities as they move through the sales process
• Reports and analyzes revenue and revenue-related metrics and provides comparison to company sales targets
• Calculates monthly and quarterly commission payouts, following detailed instructions.
• Identifies reporting trends, concerns, and successes, by using both quantitative and qualitative factors
• Develops new KPIs and uses existing ones to identify, diagnose, and resolve performance issues
• Champions and further develops best practices for measuring and optimizing marketing/sales activities through data-driven analytics
• Collaborates with the sales team to develop accurate sales forecasts and projections.
• Monitors and assesses the accuracy of sales forecasts, adjusting models as needed based on actual performance.
• Manages the onboarding of new sales team members by providing access to sales tools and scheduling training.
• Evaluates and streamlines sales processes to enhance efficiency and effectiveness
• Identifies gaps and areas for improvement in the sales workflow and proposes solutions.
• Familiar with forecasting, scorecards, and other reporting tools to help gauge leading and lagging indicators of performance
• Identifies and understands metrics across the marketing funnel and sales processes
• Establishes and maintains scalable processes that ensure best practices in campaign and lead management
• Evaluates new technologies and add-on applications to improve and optimize sales team performance
• Supports sales enablement initiatives by providing tools, resources, and training to the sales team.
• Provides insights into individual and team performance, helping identify areas for improvement recognition
• Manages technical aspects of key sales systems used to generate, distribute, report, and track leads/opportunities
• Participates in Trapp internal meetings and required trainings
• Maintains a professional image and demonstrates an understanding of and follows all Trapp Policies and Procedures.
• Other duties as assigned.

• High School Diploma or GED equivalent, required.
• Bachelor's degree in Marketing, Communications, Business Administration or related field, required or equivalent experience in Marketing and/or Sales, preferred
• Minimum of 2 years of sales, marketing, and administration experience, required
• Proficiency with MS Office (Excel. Outlook, PowerPoint, Word).
• Knowledge of CRM and some level of hands on experience with CRM would be ideal
• SalesForce experience a plus.
• Ability to work effectively both in a team environment and independently
• Excellent organizational, communication skills
• Understanding of a sales processes and importance of marketing to an organization
• Attention to detail and accuracy in reporting
• Ability to formulate and interpret a range of requests while following company policies
• Provides strong customer service to internal and external customers
• Ability to develop positive relationships
• Exceptional organization and time management skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment