Seeking a Sales Operations Manager to join an exciting start-up organisation that manages a global leadership community that drives positive impacts for people and the planet through systemic change. It is an exciting purpose-led organisation and this role will support the COO on all aspects of business operations. As a start-up, they are a very small team and so are ideally looking for someone who has worked in a similar start-up environment with a broad role building out processes and systems from scratch with a strong awareness of the best tech stacks to use in a start up environment.
Responsibilities:
- Become our CRM & Pipeline Management whiz! You'll design and implement best practices for our CRM system (Zoho), ensuring clean, consistent data.
- Manage integrations across platforms like Typeform, Trello, Slack and Microsoft Suite, through Zoho Flow and Zapier, keeping everything talking smoothly.
- Own key stages of the sales funnel including invitation, application and invoicing.
- Encourage the use of task manager for team members to keep projects on track and facilitate smooth transitions from the project's inception to implementation/project monitoring.
- Be able to project map and manage - use Gantt charts, Kanban chats, Timeline charts, etc. where appropriate, ensuring things get done when they need to be done
- Identify weak links in our systems and processes, then heroically fix them!
- Be the "go-to" person for driving action in the sales pipeline, keeping things moving efficiently.
- Manage all company documentation on a platform like SharePoint, making information easily accessible to everyone.
- Collaborate closely with the communications and marketing team to optimise processes for maximum impact.
- Manage community calendar, planning and preparing of events to provide operational management to create transparency within the company.
- Project map on large scale and small scales and ensure consistency across everything.
- Facilitate strong processes for external contact management, not only in the CRM but with other various marketing/comms platforms making sure all the data is linked.
- Handle all integrations including managing event application processing, invoice systems, organisation systems and comms/marketing platforms.
- Manage oversight of Passwords, T&C's, Privacy Policy, etc.
Experience:
- Minimum of 5 years of experience in operational management with a key focus on CRM and pipeline management within a sales or events start-up environment
- A data driven attitude knowing how to manage an influx of data and preserve existing data
- Experience with autonomously managing a CRM database (preferably Zoho and HubSpot)
- Knowledge of implementing integrations
- Innate attention to detail being able to identify where a weak link is in a system/process
- Experience organising company information and sourcing date in an easy, clear and concise manner
- Experience and/or confidence to work directly with high-level leaders e.g. Founders/CEOs
McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.