Sales Operations Assistant

• Compile data to track sales team results versus weekly, monthly, and quarterly goals
  


• Create and distribute reports on a daily and weekly basis
  


• Create and manipulate reports in Excel and similar platforms for Sales Managers
  


• Support Managers during Quarterly Reviews by preparing and presenting all relevant data to analyze Sales Rep's success
  


• Meet with Sales Managers to provide any organizational or back-end support needed to reach goals
  

• Work alongside Sales Manager to execute prospecting/client appreciation events
  


• RSVP management and CRM Tagging for events
  


• Create RSVP links for any events that require registration and track responses
  

• Respond to updates requested on CRM contacts
  


• Track weekly activities through CRM (number of phone calls, emails)
  


• Assist with maintenance and troubleshooting of CRM
  

• Plan training schedules for any new Sales employees
  


• Coordinate with Sales Manager and/or VP of Sales regarding onboarding strategy
  


• Host training sessions on Patten processes
  


• Work with new Sales employees and CRM Manager to import new client lists into CRM
  


• Schedule ongoing training for Sales Tools and educational resources
  

• Engage with IT, Marketing, Escrow, and any other departments when needed
  


• Collaborate with Open Orders team to confirm accuracy of deal details
  


• Progress CRM projects and optimizations with CRM Manager
  

Requirements

• MS Excel
  


• Any CRM database
  

• Zoho CRM
  


• MLS
  


• Loom
  

Benefits

Medical - 100% employer paid coverage for employee on HDHP plan

Dental - 100% employer paid coverage for employee on standard plan

Vision - 100% employer paid coverage for employee on standard plan

401(k) with up to 4% Employer match

Paid vacation/sick time

Employer paid Short-term | Long-term Disability for employee

Employer paid Basic Life/AD&D for employee