JOB SUMMARY: The Sales Operations Specialist is responsible for providing day-to-day administrative support within the Salesforce and Microsoft Dynamics CRM systems and integrated tools, conducting sales reporting and analysis, creating support documentation, and performing user acceptance testing.

This is a fully remote position.

ESSENTIAL FUNCTIONS:

The functions listed describe the business purpose of this job or position. Specific duties or tasks may vary and be documented separately.  An associate might or might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity.  Associates are held accountable for successful job performance.  Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein.

1. Provide day-to-day administrative support within the Salesforce and Microsoft Dynamics CRM systems and related tools, including record entry, data stewardship, and user management.
2. Provide prompt assistance to field personnel with CRM-related questions and technical issues, serving as the primary contact for troubleshooting and end user support. 
3. Create and generate regular sales reports, dashboards, and analytics to monitor key performance indicators (KPIs) and provide insights to sales teams and management.
4. Analyze sales data to identify trends, patterns, and opportunities for improvement, and present findings in a clear and concise manner.
5. Develop and maintain support documentation, including user guides, training materials, and FAQs, to ensure effective utilization of the CRM system by end users.
6. Assist in user acceptance testing (UAT) efforts for system enhancements, new features, and bug fixes, ensuring proper functionality and adherence to business requirements.
7. Collaborate with field personnel, IT representatives, and external vendors to troubleshoot and resolve system issues, ensuring minimal disruption to business operations.
8. Assist with other projects as assigned and perform additional duties as requested by management.

 

MINIMUM QUALIFICATIONS AT ENTRY:

Additional qualifications may be specified and receive preference, depending upon the nature of the position.

• Proficient in Salesforce and/or Microsoft Dynamics CRM, including knowledge of data entry, user management, and report generation.

• Strong proficiency in Microsoft Excel, with the ability to manipulate and analyze large datasets.

• Competency in Microsoft Outlook, Word, and PowerPoint.

• Excellent analytical skills with the ability to translate complex data into actionable insights.

• Detail-oriented with exceptional organizational and time management skills to meet deadlines and handle multiple tasks simultaneously.

• Strong communication skills, both verbal and written, with the ability to effectively collaborate with cross-functional teams.

• Intense focus on customer service and end user experience.

• Self-motivated and proactive, with a strong ability to work independently and as part of a team.

• Familiarity with user acceptance testing (UAT) processes and experience in creating support documentation is a plus.

 

EDUCATION/EXPERIENCE: 

High school diploma or GED required. Prefer Associate degree in Business Administration, Information Systems or a related field, or equivalent experience in a similar role (preferably with exposure to Salesforce and Microsoft Dynamics CRM administration and reporting).

 

WORKING CONDITIONS AND PHYSICAL/MENTAL DEMANDS:

With or without reasonable accommodation, requires the physical and mental capacity to perform effectively all essential functions.  In addition to other demands, the demands of the job include:

• Maintaining composure in dealing with executives, clients, prospects, and staff, in group settings and in situations requiring high performance and results.

• Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey.

• Handling and being exposed to sensitive and confidential information.

• Required ability to handle multiple tasks concurrently.

• Ability to attend in-person training and special meetings at the Securitas office.

• Ability to sit for long periods of time while working on a personal computer.

• Occasional lifting and/or moving up to 10 pounds.

   

Securitas is committed to diversity, equity, inclusion and belonging in the workplace.

All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other applicable legally protected characteristic.

 

Securitas employees come from all walks of life, bringing with them a variety of distinctive skills and perspectives. United through our common purpose, we provide the security needed to safeguard our clients' assets and people. Our core values - Integrity, Vigilance and Helpfulness - are represented by the three red dots in the Securitas logo. If you live by these values, we’re looking for you to join the Securitas team.