Sales Operations Manager
CurrentHighlights: -Project lead on selecting and implementing a new CRM -Implemented new processes to create Efficiency and Accuracy, real time data collection, and provide accountability and traceability.Sales Operations Management: Manages estimating tools to ensure accurate and up-to-date sales and proposal data across systems such as Smartsheet, Deltek VantagePoint, and Power BI. Oversees the collection, tracking, and reporting of sales data to support Business Development, Proposals, and Operations groups. Creates and modifies processes to enhance workflow and address bottlenecks. Strategic Support and Collaboration: Collaborates closely with Business Development and Operations stakeholders to understand customer needs and provide strategic support through Client Sales Plans. Creates, administers, and manages sales plan templates to support Business Development and Proposal teams.Data Oversight and Expertise: Serves as a subject matter expert for sales and proposals data, ensuring proper utilization across the organization. Identifies and promptly address sales data discrepancies, coordinating with key stakeholders for quick resolution.Multi-System Coordination: Works with Information Technology (IT) support to ensure accurate transmission of sales and proposal data between various systems, including Estimating System/Cost Model, Smartsheet, Deltek VantagePoint, and Power BI.Operational Advancement and Communication: Collaborates and communicates effectively with operational leaders to advance opportunities at specific clients with support from the Business Development group. Tracks and reports on sales opportunities, providing insights to enhance decision-making.Contract and Database Management: Manages the contract and Master Service Agreements database, providing reports on their status, including basic information such as expiration date, rates, and payment terms.