Sales Operations Analyst

Job not on LinkedIn

🔥 1 minute ago

🏄 California, Pennsylvania – Remote

infoinfo

💵 $76k - $110k / year

⏰ Full Time

🟢 Junior

📊 Sales Operations

Where this job comes from

Posted on Kiavi's careers page, not through a job board

First seen by Remote Rocketship 1 minute ago

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Logo of Kiavi

Kiavi

201 - 500 employees

Founded 2013

💼 Consulting

🏥 Healthcare

🏗️ Construction

💰 $158M Debt Financing on 2023-01

Consulting • Healthcare • Construction

Kiavi is a technology-driven financial company that provides fast and reliable financing solutions for real estate investors. Specializing in short-term 'fix-and-flip' loans, rental property financing, and new construction loans, Kiavi empowers both emerging and experienced real estate investors by offering competitive rates, high leverage, and efficient processes. With the use of an advanced technology platform, Kiavi simplifies and accelerates the loan application and approval process, allowing investors to manage their investments with ease and confidence. The company operates across multiple states and offers various resources to support investor growth.

📋 Description

• Serve as the primary point of contact for Salesforce and Ops Console user support, addressing and resolving questions from the sales team • Own daily, weekly and monthly "Run the Business" operations, such as lead/account assignment, data integrity updates, email triaging, and report building • Identify areas for improvement, optimize current tasks, and automate manual processes to enhance efficiency • Act as the first line of defense for production support bugs and feature feedback, filing Jira tickets on behalf of the sales team and escalating as needed • Maintain comprehensive documentation for all sales processes and Run the Business tasks • Assist with field creation, Flows, page layouts, and list views • Assist in new sales tool setup, training, rollout, onboarding, and adoption monitoring • Create and maintain standardized reports and dashboards to monitor pipeline health, data integrity, and key performance indicators in Salesforce • Support Salesforce hygiene and administration through routine data clean-ups and report notifications • Execute quarterly projects aimed at elevating sales team efficiency and efficacy • Assist in building out Salesforce tools for the New Construction team • Work closely with Sales Representatives, Sales Leaders, Marketing, and cross-functional teams

🎯 Requirements

• Bachelor’s degree • 1+ years experience in a Sales Operations capacity • Experience using Salesforce • Highly detail oriented • Excellent verbal and written communication skills • Ability to manage time effectively across multiple work streams, and juggle multiple projects • Strong analytical skills, thrives in a data rich environment • Experience collaborating effectively with business stakeholders, sales reps, and cross functional teams • Able to create thorough documentation of work • Must complete E-Verify employment eligibility confirmation

🏖️ Benefits

• 5% bonus • Benefits • Remote work option • In-office locations in San Francisco and Pittsburgh for those who prefer office work

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