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Sales Operations Director

The Cape Agency San Diego ,CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The Cape Agency is currently partnered with a leading Financial Services and Retirement Solutions company based in San Diego to find an experienced, full-time Sales Operations Director. We're looking for candidates with at least 5 and, ideally, 10 years of experience building and optimizing sales processes around a Velocify or Salesforce CRM. Must have a take-charge attitude and deep experience building and managing sales processes and teams.

SALES OPERATIONS DIRECTOR’S PRIMARY RESPONSIBILITIES:

  • Ensure customer life stage structure and tiers are optimized for both customer experience and ROI, and executed consistently and effectively--including handoffs and measuring outcomes.
  • Liaison with senior sales leaders to help them interpret and understand the results of their business, identifying key actions or events that led to results.
  • Implement performance measures that will determine the effectiveness of implemented strategies and determine areas for improvement.
  • Partner with Sales, Marketing, and Business Intelligence teams to co-create insights, to align on analytics meaningful to sales, and drive positive change.
  • Develop and maintain lines of communication with sales leadership, product, marketing, and other cross-functional teams.
  • Work with the Director of Business Intelligence to translate strategic visions into actionable plans by writing briefs that include goals, objectives, KPI’s, and requirements.
  • Absorb, organize and address feedback from both the consumer perspective and sales team perspective.
  • Direct and quality-assure the work of the CRM manager.
  • Manage day-to-day escalations and troubleshooting of issues.


WE ARE LOOKING FOR A SALES OPERATIONS DIRECTOR WHO:

  • Is an analytical and results-driven systems thinker.
  • Can inspire and move a cross-functional team in a unified, data-driven direction.
  • Can lead multiple projects simultaneously under tight timeframes.
  • Proactively seeks opportunities to improve team process and performance.
  • Is a natural born communicator, both in-person and “on paper,” connecting the dots when others cannot and simplifying complex issues and questions for stakeholders.
  • Shows up willing to learn and grow, as well as bring new ideas, thoughts and perspectives.
  • Rolls up their sleeves and gets their hands dirty when necessary.
  • Knows the power of a strong brand and has experience demonstrating brand value to the bottom line.

REQUIRED SALES OPERATIONS DIRECTOR SKILLS & QUALIFICATIONS:

  • 5+ years in executive leadership roles, directing a team.
  • 10+ years experience in Sales and Business Operations.
  • Demonstrated experience serving as a trusted advisor to senior executives.
  • Understanding of inside sales, full funnel marketing strategies, marketing attribution, digital media, user engagement, lifecycle marketing.
  • Software Expertise: Velocify, Salesforce, MS Excel, Google Analytics. Other CRM experience is a plus.


ADDITIONAL INFORMATION:

  • Reports to the VP of Business Intelligence.

The Cape Agency

Address

San Diego, CA
92102 USA