Hybrid Sales Operations Specialist

at Clio - Cloud-Based Legal Technology

• Job title: Sales Operations Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: CA$78,200 - CA$105,800 per year
• Degree requirement: Bachelor's Degree
• Tech skills: SFDC
• Location requirements: Hybrid, Vancouver, Canada

About the role

• Sales Operations Specialist at Clio leading initiatives for operational excellence. Collaborating across teams to improve sales processes and support growth within the SaaS environment.

Responsibilities

• Segment-Centric operational improvement projects: Identify gaps and inefficiencies in our sales processes then define and scope requirements to solve for increased revenue, improved salesforce efficiency, and scaling our business effectively
• Ongoing White Space Reporting I.e. Plan Upgrades Business Unit Reporting: Net MRR Pipeline Reporting and Inspection Territory Revival Incoming Whitespace from Core Funnel Pricing Updates with legacy plans
• Manage Segment Offers Processing and Tracking CSQL/ CQL Reporting Workflows
• Attend and participate in forecast meetings supporting Sales Leadership in the weekly roll-up of their forecast
• Optimize the configuration and adoption of our Sales Organization’s tech stack (Gong, SalesLoft, and Chili Piper) and provide support for documentation and training.
• Collaborate cross-functionally on go-to-market initiatives with other departments (Revenue Enablement, Marketing, Product, Sales).
• Partner and support multiple business stakeholders (legal, finance, marketing) to roadmap and develop operational best practices.
• Subject matter expert on various Sales functions, teams, and processes.
• Prioritize and support ad hoc requests and troubleshooting.
• Other duties as required.

Requirements

• 4+ years of relevant experience in Sales Operations at a technology company
• Experience with configuring and using sales technologies is a bonus e.g. SalesLoft, Chili Piper, Gong, Chorus, ZoomInfo
• Proficient knowledge of SFDC objects, object relationships and reporting (Salesforce Admin certification is a bonus but not required)
• Meticulous organization, high standards of accuracy, and strong attention to detail
• Experience with managing org-wide change
• High proficiency in Google Sheets or MS Excel
• Experience working with BI tools, analyzing data, and extracting insights.
• Natural curiosity and drive to improve
• Ability to learn quickly and adapt to new and changing systems / tools
• Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
• Manage project components through their lifecycle, including ideation, build, release, and monitoring.

Benefits

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
• Flexible time off policy, with an encouraged 20 days off per year.
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years