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Sales Operations Specialist

Who we are:

PowerDMS is an Orlando-based SaaS company with a passion for helping organizations grow trust, integrity and accountability between themselves, their employees and the communities they serve. We take these values to heart, and our company and technology can be measured by and held to the same standards.


The PowerDMS platform is a single, secure, online location for the organization, management, and distribution of an organization’s most important documents. The software equips employees with essential job knowledge and know-how through electronic policy dissemination, accreditation management, and training capabilities–accessed anytime, from anywhere.


Relationships are a big deal to us—we care greatly for each other, our customers and our community. We believe a career is a huge part of life’s experience, so why not fill it with purpose, passion and fun? We believe in hiring smart, fun people, inspiring them and getting out of their way. Maybe that’s part of the reason we’ve repeatedly been named one of Florida and Orlando’s “best places to work!”

About this role:

As a Sales Operations Specialist, you will be a key player in supporting and streamlining our sales and business development operations. Your primary focus in this role will be to leverage data and technology to support the sales organization, diagnose issues, and design solutions.  You will also assist the Director of Sales and Vice President of Sales to optimize and support our team of Account Executives, by making sure the data is clean, accurate, organized and complete.

The basic mission of a sales operations specialist is to generate insights in order to enhance sales productivity and effectiveness, and help determine how the business can drive greater sales success.


What you would do in this role:

  • Build efficient processes, accurate reports and dashboards to enable sales leaders to respond to market challenges and drive revenue growth.
  • Build and maintain an accurate and efficient system for contract administration, monitoring the status of individual contract negotiations from initiation to execution.  
  • Track KPIs and accurately gauge the success of product improvements and business initiatives.
  • Monitor lead flow and compliance with established policies for moving leads through the sales pipeline.
  • Analysis of raw data to identify the best practices throughout the sales pipeline.
  • On occasion, assist the sales team with high-quality proposals that can be turned around quickly and efficiently.
  • Develop internal relationships with business stakeholders (Demand Generation, Customer Success, Development, Finance and Legal).
  • Collaborate with Demand Generation and Business Development on lead generation, marketing campaign management, and client acquisition.
  • Become closely familiar with business processes and cross-functional operations.
  • Act as the go-to Salesforce guru for the sales team – helping the team to understand the data in front of them, how to use the tools provided most efficiently and data management of Salesforce records.
  • Own data integrity between and other company systems.
  • Other duties as assigned


What you need to know/have for this role:

  • Bachelor’s Degree with 3-5 years of applicable experience, MBA preferred
  • Hands-on experience administering
  • Strong understanding of current CRM best practices and trends
  • Strong understanding of Microsoft Applications (Word, Excel, PowerPoint)
  • Strong ability to effectively self-manage priorities
  • Strong Verbal and Written Communication Skills
  • Superior analytical skills
  • Understanding of Cloud-based technologies a plus
  • Goal-oriented, passionate, high-energy professional.
  • Multi-tasker extraordinaire
  • Plays well with others
  • Rolls easily with an ever changing environment

Physical/Mental Demands:
While performing the duties of this position, the employee is frequently required to walk, stand, bend, kneel, stoop, communicate, reach and manipulate objects. The position requires mobility. Duties involve moving materials weighing up to 10 pounds on a regular basis such as files, books, office equipment, etc., and may infrequently require moving materials weighing up to 30 pounds. Manual dexterity and coordination are required while operating equipment such as computer keyboard, calculator, and standard office equipment. Specific vision abilities required by the job include close vision and the ability to adjust focus.


Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while performing the essential job functions of this job. Usual office working conditions: noise level in the work area is typical of most open-workspace office environments (with telephones, personal interruptions, and background noises) and of non-typical workspace environments (with music, cheering/clapping, loud laughter, and bell-ringing/horn blowing). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What we offer:
A competitive salary; employer-paid medical and dental insurance for the employee; company-paid short and long term disability benefits and insurance policy; optional Life, AD&D, and Supplemental Insurance; Health Savings and Flexible Spending account options; Unlimited Paid Time Off plan; career development and mentoring; casual dress code every day; snack-stocked kitchen; flexible work schedules; employee engagement and reward programs; and a relaxed, flexible work environment that fosters a balance between hard work and fun.  

PowerDMS/IDS =  DFWP/AA/EOE - M/F/Individuals with Disabilities/Protected Veteran

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