Sales Operations Specialist

3 days ago

Melbourne, Victoria, Australia Up Education Full time

**Work options**: Flexible

Flexible working arrangements.
- Flexible work arrangements
- Opportunities for Career growth and progression
- Supportive team and collaborative culture

**About the role**:
The primary focus of the Sales Operations Specialist is to remove barriers for the sales team, ensuring they can efficiently convert leads into enrolments. This role will achieve this by managing the CRM system, ensuring optimal product and intake setups, troubleshooting system errors, and supporting the sales team in streamlining processes. Additionally, the Sales Operations Specialist will ensure effective pipeline management and lead distribution while liaising with internal and external stakeholders to enhance the sales process.

**Key Performance Areas**:
**1 - CRM Management and System Maintenance**
- Manage and maintain the CRM system, including product setups, intake activations, and deactivations.
- Troubleshoot and resolve system errors and assist the sales team in navigating CRM processes to ensure smooth functionality and address any issues that may hinder enrolments.

**2 - Lead and Enquiry Distribution**
- Ensure the fair and efficient distribution of leads and enquiries to the sales team.
- Monitor and update dashboards to reflect the real-time status of leads and pipeline activity.
- Review and adjust lead allocation to ensure equitable distribution and maximum conversion potential.

**3- Reporting and Data Analysis**
- Generate daily, weekly, and monthly reports where required, on sales metrics, including leads, conversions, and pipeline management.
- Provide insights into sales performance and identify trends or gaps that require attention.

**4 - Process Improvement and Documentation**
- Document sales processes, ensuring that workflows are clear, efficient, and compliant with both internal standards and external regulations.
- Identify opportunities for process enhancements and collaborate with relevant teams to draft and implement improvements.

**5 - Cross-Department Liaison and Support**
- Liaise between the sales and admissions teams to ensure alignment on lead handling, data sharing, and process coordination.
- Collaborate with stakeholders to streamline handoffs from sales to enrolment, removing bottlenecks and ensuring smooth transitions.

**Required Skills & Experience**:

- Experience with CRM management and maintenance (preferably SalesForce), ideally in a sales environment.
- Strong problem-solving skills and the ability to troubleshoot system-related issues.
- Experience in data analysis and reporting, with proficiency in tools like Excel or other reporting software.
- Proven ability to document processes and identify opportunities for improvement.

**Why work for us?**
- Fully remote, flexible work environment
- Collaborative and inclusive culture
- Nationally recognised, award-winning RTO
- Opportunities for professional development
- Make a real difference in students' lives

**How to Apply

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