Sales Operations Specialist

At the intersection of digital analytics, data governance, and privacy, you’ll find InfoTrust: a fast-growing company that takes its “give to grow” company culture seriously. A global organization with headquarters in Cincinnati, Ohio, InfoTrust’s client list features major CPG, retail, finance, health, and news media companies (including over 45 of the Fortune 500 and growing). Marketing departments at large, complex organizations trust our team to help them along the path of analytics maturity and to ensure they are building a durable strategy that keeps up with changing technology and consumer privacy regulations. 

InfoTrust quite literally wrote the book on privacy-centric analytics solutions, with our Crawl, Walk, Run series hitting the Amazon best-seller list.

Our team is thrilled to welcome an experienced and knowledgeable Sales Operations specialist to take us to the next level. 

It’s important to know that our team lives by a strong set of core values. These values guide our interactions with clients and co-workers — and, if we do say so ourselves, they are also generally great guidelines for communicating with the outside world. 

InfoTrust’s Core Values

• Earn Trust: Deliver on what you promise.
• Be Respectful: Don't be an a**hole.
• Promote Diversity: Seek understanding and be inclusive.
• Take Ownership: There is no "they.” Take initiative. 
• Grow Every Day: Learn and apply. 
• Contribute With Passion: Desire to do good. Give to grow.

InfoTrust is continuously named to numerous “best places to work”-type lists, including:

• Fortune’s Best Small & Medium Workplaces
• InHerSight’s 50 Best Companies to Work For (As Voted by Women) (#1)
• Ad Age Best Places to Work
• Inc. Best Workplaces
• Cincinnati Business Courier’s Best Places to Work
• The Cincinnati Enquirer’s Top Workplaces
• Best Companies in Ohio (Crain’s Cleveland Business)

Finally, at InfoTrust, we believe our success is someone else’s miracle. Giving back to the communities in which our team members live and work is a key part of who we are; we made this “official” with the formation of the InfoTrust Foundation, a registered 501(c)(3) nonprofit organization. 

Sales Operations:

The InfoTrust Sales Operations Specialist needs to be a highly-organized, self-motivated, and resourceful individual who welcomes the opportunity to scale, develop, and iterate our data and processes. This person must love working with people to build and maintain accounts and must be able to remain professional and helpful at all times.

Responsibilities and expectations will include:

• Process Development
• Partner with key stakeholders in each area of Sales (Account Executives, Partnerships, Sales) etc. to help in process improvement across all operations from reporting, training, documentation, legal etc.
• Build and iterate an onboarding playbook for new Sales and AE hires
• Lead the on-boarding and training of new Sales and AE hires on systems and processes and who is who
• Documenting and managing all sales processes 
• Seek out opportunities to enhance sales productivity
• Reporting
• Track and analyze key metrics including pipeline growth, win/loss rates, and quota attainment
• Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management.
• Developing and maintaining daily, weekly, monthly and quarterly reports and Key Performance Indicators
• Sales Optimization
• Creating and maintaining Sales Department policies, procedures, training manuals, and sales-related resource material.
• Partnering with key stakeholders for best practices of cross-functional GTM needs e.g. new capabilities/services rollout, CS and Sales collaboration, cross-functional meeting coordination/alignment. 
• Train sales team to utilize systems that increase sales efficiency, including CRM and additional sales operations tools
• Coordinate and maintaining sales meetings and all key areas that are involved for a high performance meeting (SFDC reporting, agendas, notes, action items, internal guest speakers)
• Maintain proper utilization of all systems
• Maintain procurement and contract records (ex. MSA’s and SOW’s)
• Ensure data presence and data quality for all required data fields in Salesforce
• Collaboration
• Coordinate and attend quarterly sales summits (typically held in person)
• Liaise with the Marketing, Operations, and other teams to ensure the sales process is optimized, coordinate meetings, and act as the first point of contact with other teams

Background and experience that may set you up for success in the role: 

• Influencer; able to get buy in, without authority
• Change Management experience within Sales organization
• Organization skills with the ability to prioritize a lot of initiatives 
• Salesforce experience - at least 6 months in an admin level within salesforce
• Certification is a huge plus! 
• Process improvement experience within a Sales organization across multiple disciplines e.g. onboarding, sales process, L&D
• Demonstrated knowledge of process improvement tools or methodologies  
• Curiosity/life long learner 
• Listening and inquiry mindset
• Data driven and ability to benchmark
• Ability to work Independently - Self starter and follow through 

Additional benefits: 

Other than an awesome culture and team mates we also offer: medical, dental, and vision insurance, unlimited PTO, flexible work schedules, a generous parental leave policy, 401K with match, tuition reimbursement, gym reimbursement and much, much more.

Logistics:

We are open to remote for the Sales Operations Specialist, but within a city that is conducive to travel to Cincinnati, Ohio. It is preferred to have someone local to Cincinnati willing to work a hybrid schedule. 

“Promote Diversity” is one of our 6 core values at InfoTrust:

InfoTrust is committed to a diverse workforce and we are an equal opportunity employer. We want strong, diverse teams built from different backgrounds, experiences and identities. We are building an inclusive, supportive place for you to do the best work of your career.