San Mateo, CA, USA
Sales Operations Specialist
San Mateo Sales – Sales Operations Specialist Full-Time
Are you super organized, articulate, and passionate about helping sales teams grow, develop, and scale? Do you love analyzing data, troubleshooting technologies, and problem-solving? Can you be both analytical and collaborative, consultative and a self-starter when it comes to delivering high-paced sales operations support? Are you passionate about supporting others to succeed? If so, read on, because this role may be perfect for you.
As the Sales Operations Specialist, you will be a change agent for the sales organization and support critical functions related to our sales growth velocity. You will coordinate activities and optimize processes related to hiring, onboarding, territory alignment, and deal velocity. You will support assigned sales teams by maintaining accurate hiring forecasts, tech stack license provisioning, territory or target account administration, performance-related dashboards, You will support sales reps with new hire license provisioning, troubleshooting, and help desk support. You will support Sales Enablement with your analytical chops, love for accurate content management, and passion for co-planning super-cool sales team events. You will support the sales operations team with ad-hoc projects and Salesforce.com change requests.
This role will report to the Senior Director of Sales Operations and works closely with Salesforce.com administrator, sales leaders, sales enablement, and Human Resources.
New Hire Support: maintain new hire forecasts, performance dashboard updates, tech stack license provisioning and territory alignment.
Territory and Target Accounts: own the execution of our Territory and Target Account Plan and related Salesforce record transfers
Data Hygiene: promote data accuracy by detecting and resolving duplicates and performing migrations and adjustments as needed
License Administration: maintain an inventory of sales tech stack licenses, ordering, provisioning, and reconciling invoices
Deal Desk Support: support sales teams with deal velocity, CPQ process questions and quality assurance of Order Forms and Opportunity records
Sales Process Documentation: create and maintain key process maps
Help Desk Support: provide front line help desk support to sales, troubleshooting tech stack problems, logging internal requests and vendor support tickets
Ad-hoc Sales Operations Projects : assist Sales Operations and Salesforce Administrator with ad-hoc change requests, various projects, reporting and dashboard maintenance and event planning activities.
Skills & Experience
Minimum 2-3 years of deal desk, sales support or sales operations experience with data hygiene, analytics projects, and sales order processing
Excellent Salesforce.com reporting and dashboards skills and experience with Data Loader
Experience with software license ordering, provisioning, and invoice reconciliation
Strong attention to detail and care for data integrity
Strong technical aptitude, and understanding of sales processes
Experience working in a fast-paced environment while managing multiple projects
Excellent MS Word and Excel skills
Awesome at co-planning sales team events, working with conference call technology, and running meetings/training sessions
Passionate, inspirational, and wanting very much to be a part of building a great company.
Bonus Points :
Experienced with Zoom, Docusign, Clari, Groove, Connect and Sell, Highspot, or Mindtickle
Keen understanding of change management concepts
Tipalti is the only solution on the market today that streamlines and automates the entire supplier payment process and workflow under one holistic cloud platform. Tipalti eliminates up to 80% of the supplier payment and regulatory compliance workload for finance departments. Companies like GoDaddy, Twitter, Vimeo, and Chartboost trust Tipalti to eliminate risk and save by streamlining and automating their supplier payments operations.
We have a great company culture. Tipalti is a positive, customer’s first “can do” environment, where everyone supports our common goals of delivering customer value and building a great company.
We offer comprehensive health benefits, a flexible work environment, catered lunches…and an environment where you can grow, be an impact player and thrive!
As part of our dedication to the diversity of our workforce, Tipalti is committed to Equal Employment Opportunity without regard for race, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity or religion.
Email us your resume at firstname.lastname@example.org .
** Please add to your application submittal: From NOVA
San Mateo, CA, USA
Customer Onboarding Specialist
San Mateo Sales – Sales Operations and Enablement Full-Time
Tipalti is the only solution on the market today that streamlines and automates the entire supplier payment process and workflow under one holistic cloud platform.
Tipalti eliminates up to 80% of the supplier payment and regulatory compliance workload for finance departments. Companies like Roku, Twitter, GoDaddy, and Indeed trust Tipalti to eliminate risk and save by streamlining and automating their supplier payments operations.Tipalti is a licensed Financial Technology company founded in 2010 and whose headquarters are in San Mateo, California.
We are growing at 200% year over year, have over $ 8.0B in spend (and growing) running through our platform, and support over 300 customers and 4,000,000 paid suppliers all over the world. We are the leader in supplier payment operations.
We are building a world-class sales organization. If you are looking to join a fast-paced, dynamic, proven company with a great solution to sell, join the Tipalti sales team and get ready to change the way payments are made!
As a Tipalti Customer Onboarding Specialist, you will leverage your extensive customer service experience working cross functionally and directly with customers. The successful candidate will be driven, meticulous, and passionate about ensuring new customers are onboarded efficiently through a best in class experience. This role will be a key contributor to the Sales Operation Team’s dedication to efficiency, effectiveness, and process improvement. You are joining Tipalti at a foundational time as we begin to streamline process and experiment with different approaches to improve efficiency and timeliness of on boarding new customers.
Provide excellent customer service to both external customers and internal customers (Sales, Legal, Implementation, and Compliance Teams)
Work cross-functionally with multiple internal teams to ensure timely delivery of each step of the order form closing and customer on boarding
Maintain cross functional service level agreements ( SLAs) to ensure on boarding completion and approval to use our solutions
Manage all document collection of new and current customers, including order forms, amendments, KYC and supporting documentation
Communicate directly with customers via phone and email to follow up on outstanding documents
Strategize, drive improvement and document our on boarding processes as well as troubleshoot existing roadblocks
Distribute inbound leads and partner referrals to Sales Managers
Assist in setting up weekly sales team meeting, agenda, and PPT creation
Support various sales events from time-to-time
Two or more years in high volume data entry, customer service and high volume account/customer coordination
Extremely organized with strong project management and cross-functional collaboration skills
Must be very detail oriented with strong organizational skills
Ability to work in a time-sensitive environment with a large workflow
Effective communication (verbal and written) and relationship-building skills
Genuinely care about people and helping others achieve their goals
Intermediate level skills with MS Office Suite and Adobe Acrobat
Working knowledge of Salesforce
Bonus points for Deal Desk or direct sales experience
We have a great company culture ( visit us on Glassdoor). Tipalti is a positive, sales driven “can do” environment, where everyone supports our common goals of delivering customer value and building a great company.Our commission plans are some of the most aggressive in the industry. We offer comprehensive health benefits, a flexible work environment, catered lunches…and an environment where you can grow, be an impact player and thrive!As part of our dedication to the diversity of our workforce, Tipalti is committed to Equal Employment Opportunity without regard for race, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity or religion. Ready to get serious about success? Email us your resume at email@example.com .
** Please add to your application submittal: From NOVA