Sales Operations Specialist
UP Education
Date: 3 weeks ago
City: Melbourne, Victoria
Contract type: Full time
Work options: Flexible
Flexible working arrangements.
About The Role
The primary focus of the Sales Operations Specialist is to remove barriers for the sales team, ensuring they can efficiently convert leads into enrolments. This role will achieve this by managing the CRM system, ensuring optimal product and intake setups, troubleshooting system errors, and supporting the sales team in streamlining processes. Additionally, the Sales Operations Specialist will ensure effective pipeline management and lead distribution while liaising with internal and external stakeholders to enhance the sales process.
Key Performance Areas
1 - CRM Management and System Maintenance
If you’re passionate about helping students succeed and meet the qualifications and experience required, we would love to hear from you! Please click on ‘APPLY’ and submit your application, including a cover letter and resume showcasing why you're the perfect fit for this role.
Flexible working arrangements.
About The Role
The primary focus of the Sales Operations Specialist is to remove barriers for the sales team, ensuring they can efficiently convert leads into enrolments. This role will achieve this by managing the CRM system, ensuring optimal product and intake setups, troubleshooting system errors, and supporting the sales team in streamlining processes. Additionally, the Sales Operations Specialist will ensure effective pipeline management and lead distribution while liaising with internal and external stakeholders to enhance the sales process.
Key Performance Areas
1 - CRM Management and System Maintenance
- Manage and maintain the CRM system, including product setups, intake activations, and deactivations.
- Troubleshoot and resolve system errors and assist the sales team in navigating CRM processes to ensure smooth functionality and address any issues that may hinder enrolments.
- Ensure the fair and efficient distribution of leads and enquiries to the sales team.
- Monitor and update dashboards to reflect the real-time status of leads and pipeline activity.
- Review and adjust lead allocation to ensure equitable distribution and maximum conversion potential.
- Generate daily, weekly, and monthly reports where required, on sales metrics, including leads, conversions, and pipeline management.
- Provide insights into sales performance and identify trends or gaps that require attention.
- Document sales processes, ensuring that workflows are clear, efficient, and compliant with both internal standards and external regulations.
- Identify opportunities for process enhancements and collaborate with relevant teams to draft and implement improvements.
- Liaise between the sales and admissions teams to ensure alignment on lead handling, data sharing, and process coordination.
- Collaborate with stakeholders to streamline handoffs from sales to enrolment, removing bottlenecks and ensuring smooth transitions.
- Experience with CRM management and maintenance (preferably SalesForce), ideally in a sales environment.
- Strong problem-solving skills and the ability to troubleshoot system-related issues.
- Experience in data analysis and reporting, with proficiency in tools like Excel or other reporting software.
- Proven ability to document processes and identify opportunities for improvement.
- Fully remote, flexible work environment
- Collaborative and inclusive culture
- Nationally recognised, award-winning RTO
- Opportunities for professional development
- Make a real difference in students' lives
If you’re passionate about helping students succeed and meet the qualifications and experience required, we would love to hear from you! Please click on ‘APPLY’ and submit your application, including a cover letter and resume showcasing why you're the perfect fit for this role.
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