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Sales Operations Director

Company: Crowdstreet
Location: Salt Lake City
Posted on: June 25, 2022

Job Description:

About the Role
We are looking for a Sales Operations Director, reporting to the Head of Capital Markets & Investments, who would like to leverage their expertise and passion for Sales Operations at a fast growing FinTech company. As the Sales Operations Director you will be responsible for empowering top-line growth through support of the people, process and technology that drive our Capital Markets & Investments organizational success. Our ideal candidate has a proven background and deep appreciation for the frameworks and best practices that help financial industry sales teams scale to massive success.
What you'll be Doing

  • Drive pipeline analysis and track activity metrics that help inform decisions/actions at the individual contributor and sales organization level.
  • Develop and maintain key operational metrics across sales and business development.
  • Support monthly, quarterly, and annual reporting to executive leadership. Deliver key recommendations to achieve a tech-enabled sales machine.
  • Work with sales management on territory mapping, sales quotas, commission plans and payment, all within Salesforce.
  • Track and analyze data to define ideal customer profiles, TAM/SAM research, territory assignments, account assignments, playbooks, and processes.
  • Own and optimize existing sales tools such as Salesforce, Hubspot, Asana, Gsuite, Looker, and the proprietary CrowdStreet software application.


    • Work closely with HR and Finance to create an environment where sales reps feel truly appreciated resulting in CrowdStreet attracting top CRE capital markets talent.
    • Manage our account-based sales and marketing program by identifying target accounts, setting KPIs, tracking individual sales rep activity, and recommending strategies and tactics to improve our sales team effectiveness.
    • Work with marketing and sales colleagues to develop the appropriate content for each target account, and deliver it at the correct time in the "buyers journey".
    • Enhance our new hire onboarding process and support new teammates.
    • Provide support to sales team members on Salesforce and other tool related issues, and support ongoing training efforts.
    • Contribute to the writing of a sales playbook document


      • Write a data-driven business plan, along with our data science/analyst team, for sales and marketing to leverage data for more effective selling.
      • Work with datasets across multiple internal and external data sources to drive insights and value at the target account and assigned sales rep level.
      • Create workflows and own projects that help build a higher quality prospect database in Salesforce.

        What You Must Have

        • 5+ years of experience in a Sales Operations role within a rapidly growing tech company
        • Extensive experience in quota, commission, and territory planning
        • expertise related to reporting, workflows and sales personnel efficiencies
        • Ability to manage and optimize all prospect/customer datasets
        • Highly proficient in excel and modeling (including VLOOKUPs, Pivot Tables and other more advanced means of data analysis and visualization)

          What is Nice to Have

          • Experience in a FinTech, finance, investment banking, or commercial real estate
          • Experience creating predictive lead scoring models


Keywords: Crowdstreet, Salt Lake City , Sales Operations Director, Executive , Salt Lake City, Utah

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