CPA.com

Revenue Ops Coordinator/Specialist

Job Location US-MI-Dexter
Job ID
2021-1134
# of Openings
1
Category
Sales

Summary

Our ideal candidate will be an organized self-starter with demonstrated experience supporting teams in fast-paced environments and thrives on multi-tasking. Passion for understanding the customer journey and technologies, including Salesforce.com, are a mustThis position provides vital support to our Sales & Marketing Ops Team and internal partners across Sales and Marketing to provide timely visibility and systems setup by performing the following duties.

 

Duties and Responsibilities include the following.  Other duties may be assigned.

  1. Update Salesforce.com tabs with incoming webinar and conference registrations from Bizzabo and CVENT in a timely fashion.
  2. Update applicable Partner sold business within Salesforce.com.
  3. Enter CAAS Certificate purchases into Salesforce.com.
  4. Update Salesforce.com with Administrator & Professional Services training across portfolio of CaseWare products.
  5. Manage incoming leads from various sources and ensure routing to appropriate sales associates.
  6. Monitor Salesforce.com Campaigns daily to ensure leads are assigned accordingly.
  7. Manage Sales Zoom Webinar setups.
  8. Answer sales phone line and monitor DLInquire email group and route sales leads accordingly.
  9. Update and distribute weekly OnPoint dashboard.
  10. Update and distribute weekly RIVIO dashboard.
  11. Support account transfers within Salesforce.com as needed.
  12. Support data cleansing/enrichment efforts as needed.
  13. Support day-to-day SalesLoft team cadences as needed.
  14. Support team across Drift & Pardot tasks & maintenance as needed.
  15. Proactively research, assess and implement process improvements.
  16. Support new technologies, projects and ad hoc requests as needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Computer Skills

To perform this job successfully, an individual should be proficient in MS Office and Salesforce.com or CRM equivalent.

 

Education/Experience

High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience.

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