CB Insights is hiring a

Sales Operations Associate

New York, United States

Drive customer acquisition at CB Insights as part of our business development team

The CB Insights Sales Operations Associate will be responsible for supporting our Salesforce CRM and Hubspot platforms. This role will require collaboration across Marketing and Business Development in helping to refine and perfect our sales process. You will participate in the day-to-day running of the current Salesforce application, supporting internal business users, and work with others in Sales Operations to build out new custom fields, objects, workflows and more.

By working cross-functionally and with various data sets you will develop a strong data-driven, process toolkit and be involved in tackling the ever changing problems of a rapidly growing sales organization.

The ideal candidate is a proactive critical thinker with strong excel skills,  Salesforce experience, and who is unafraid to roll up their sleeves.

Key Responsibilities:

  • Develop and maintain key sales reports. Analyze and identify key trends within these large data sets
  • Work with others on the sales ops team to design, automate, and improve processes across our marketing and sales systems
  • Support day-to-day business operations for the sales team
  • Monitor data integrity, building controls to guarantee clean and reliable data
  • Document and maintain best practices and playbooks
  • Maintain operational integrity across the sales funnel (and maintain the CRM)
  • Develop and report on key metrics and ad hoc support in launching and tracking different growth initiatives

Desired Experience and Qualifications:

  • Bachelor’s degree
  • 1+ years in sales operations
  • Salesforce experience, with Salesforce administrator experience preferred including but not limited to page layout designs, workflow rules, process builder, data mapping, custom objects, app exchange, and basic system integrations
  • Willingness to earn certifications
  • Strong problem solver with the ability to handle very detailed and interrelated projects
  • Project management, time management, and organizational skills
  • Proficient with Excel and Powerpoint (formulas, pivot tables etc)...a data oriented person
  • Leadership potential and team player
  • Get sh*t done attitude