Sales & Marketing Operations Specialist

Position Summary

The Sales and Marketing Operations Specialist identifies patterns in data and aligns with market managers and sales to turn those patterns into strategy. They will help to collect and review sales and marketing data, including customer behavioral data. From there, they will monitor and review current campaigns, analyze metrics, identify opportunities to increase performance and generate standard reports.

The person in this role primarily supports the overall channel in data management, creating automation, and ensuring exceptional customer experiences. Additional responsibilities include: managing the effectiveness of business processes, conducting analysis and making recommendations, developing documentation/standard work, and trains implementation of approved processes.

The person in this role will also serve as the functional arm of the sales team, ensuring flawless execution throughout all phases of the sales cycle from initial presentation to product promotion to the execution of Closing/Winning opportunities.

Essential Duties and Responsibilities

• Use various platforms (HubSpot, Salesforce, Epicor) to analyze customer/transactional data to determine the impact of marketing campaigns and sales activities on customer behavior across several businesses and market segments.
• Able to translate business requirements into technical requirements and be comfortable owning the entire development life cycle.
• Be comfortable talking to and working with vendors/consultants
• Create predictive models to determine expected results of marketing campaigns.
• Develop new analytical methodologies to deliver deeper insights into customers.
• Create and maintain standard marketing and sales reports.
• Manage funnel metrics and sales territory reports.
• Serve as the subject matter expert for technical systems and will ensure that all systems are set up properly.
• Be responsible for effective collaboration and communication with sales, marketing and engineering to drive results.
• Conduct special projects and other tasks as assigned.
• Provide training and upskilling to the commercial team on the core systems and tools being used for CRM and Lead Generation.
• Other duties and projects as assigned.

Education and Experience

• Bachelors Degree in Marketing Analytics, Statistics, Information Systems, or similar quantitative field of study required.
• Masters degree in Business Administration with a concentration in marketing, preferred.
• Two year experience with Salesforce.com as admin or developer
• Experience with A/B Testing and its application in business processes

Essential Skills

• Knowledge of Business Process Functions and their optimization
• Ability to create and interpret Business Requirement Documents
• Strong computing skills: i.e. CRM, ERP, Power Point, Excel, web analytics to analyze market trends and customer engagement.
• High level of business acumen: Understands policies, practices, technology, trends and information and how those affect the business.
• High comfort level with Warehouse Management Systems and computer work
• Understanding of dashboard reporting tools- Power BI
• Intellectual curiosity and comfortable receiving/providing feedback to others. Organized and disciplined approach to issue resolution.
• Ability to recognize process gaps, develop solutions, and communicate effectively.
• Demonstrated ability to work in a result oriented, challenging environment.
• Effective coaching skills and communication skills
• Must hold strong follow-up skills and embrace top level service environment.
• Ability to initiate and complete multiple concurrent projects.
• Excellent technical report writing and presentation skills – including ability to appropriately present technical information to all levels of the organization.