Sales Operations Specialist

What We Do:

Uptake harnesses the power of underutilized data to empower businesses to make informed decisions. We partner with industry leaders to build a predictive analytics software that grows smarter in one industry because of what we learn in another. The result is a powerful platform that identifies problems before they happen, ultimately saving money, time and lives.

Our team drives this success by connecting customers and partners to the value of the Internet of Things, business-centric architectures and key technology transitions.

What You Do:

As Sales Operations Specialist, your knowledge of all aspects of Uptake’s sales goals and procedures will help streamline and drive the Sales Operations Team. A successful Sales Operations Specialist is an analytic thinker who is detail oriented and works well on a team.

Responsibilities:

• Develop and maintain custom analytics to provide business insights and intelligence to drive initiatives that help steer the sales organization. Initiatives include: sales forecasting reports, compensation systems, and tracking all numbers associated with efficient movement from lead generation to customer success


• Take a lead role in developing and publishing reports and dashboards



• Administer and maintain Salesforce, including managing customer data, providing ongoing application support and training staff on the tool


• Enhance Salesforce to enable operational efficiencies and lead best practice use of the CRM system


• Interact with Knowledge Management Tools, Colleagues, and Leadership to become proficient in, knowledge share, and discuss Uptake operations and product enhancement opportunities.


• Document client and market requirements and provide objective, comprehensive feedback for product enhancements


• Collaborate across multiple Uptake departments

Qualifications:

• Bachelor’s degree in a business or technology field, or equivalent work experience


• 3+ years experience with Salesforce or other cloud-based CRM


• Salesforce Administrator Certification


• 3+ years experience with the sales process


• Ability to use SharePoint, MS Office, a document management tool, the STARS platform and other support system