Sales Operations Specialist

Summary: The Sales Operations Specialist plays a crucial role in the deal generation process by managing the operational tasks that facilitate the transition of prospects from lead to close. This position involves collaborating with sales and lead generation teams to ensure the pipeline is organized and efficient, handling documentation, meeting preparations, and client onboarding. The specialist is responsible for maintaining sales assets and automating processes to enhance productivity. Overall, this role is essential for supporting the sales team's efforts in building relationships and closing deals.

Key Responsibilities:

• Preparing discovery and qualification materials within KPI timeframes.
• Creating first versions of and updating proposal or sales decks within one working day of deal status changes.
• Rescheduling meetings in the event of cancellations and ensuring all relevant stakeholders are notified and updated in the calendar and CRM.
• Managing each client’s workspace in Notion, ensuring all pages, documentation, and resources are kept up to date, relevant, and easy to navigate.
• Assisting with the management of each client’s Google Workspace, including keeping shared Drives tidy, monitoring email inboxes, and responding to queries where possible and relevant.
• Managing light automations and developing automated processes to streamline the deal generation and closing process with support of team members.
• Managing each client’s GPTs, ensuring they are up to date, properly configured, and functioning effectively to support the deal generation process with support of team members.
• Conducting monthly audits of all client sales assets to confirm completeness and relevance.
• Managing operational updates to Notion, SOPs, and process documentation.
• Supporting client onboarding setup and ensuring documentation is complete and consistent.

Key Skills:

• Strong organizational and documentation skills.
• Proficiency in Notion and Google Workspace.
• Ability to manage multiple tasks and priorities effectively.
• Experience in sales operations or a similar role.
• Excellent communication and collaboration skills.
• Familiarity with automation tools and processes.
• Attention to detail and ability to conduct audits.

Salary (Rate): undetermined

City: Exeter

Country: United Kingdom

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other