Sales and Marketing Operations Administrator

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The Sales & Marketing Operations Administrator helps efficiently deliver the information required to drive sales performance, predictability, and efficiency. These depend on the consistent execution of our sales methodology, processes, tools, and procedures coupled with continuous improvement in reporting, analytics, forecasting and performance metrics.  Additionally, this role will work closely with the marketing team to manage the integration between Salesforce, Pardot and Outreach. Individual will additionally assist with the implementation of marketing funnel metrics and reporting, optimizing pipeline management, and improving data integrity/lead enrichment.

The responsibilities of the Sales & Marketing Operations Administrator include ownership of the sales process: it’s implementation, compliance governance, and execution in SalesForce.com and lead acquisition and management. The Sales & Marketing Operations Administrator is chartered with identifying opportunities for the sales process, sales technology, and lead DB improvements.

 

Responsibilities:

  • Work closely with Sales & Marketing Management teams to identify areas for strategic improvement in the sales and marketing process and methodology and in the technology stack

  • Own sales reporting and analysis of all aspects of Sales operations including pipeline, performance metrics, trends, forecasting and opportunities at the team

  • Work with Marketing and Finance colleagues to purchase quality lead lists and manage to effective CPL and conversion to sale

  • Develop critical reports and dashboards that provide insights and actionable data to aid sales and marketing management

  • Participate in strategic planning including territory planning, compensation plan development, and KPI creation

  • “Critical thinker” who constantly strives to improve efficiency and streamline processes.

 

Requirements:

  • > 4 years’ experience with Salesforce, with advanced skills; development experience a plus

  • > 3 years’ experience in Sales Operations, Business Operations or a related field, in a complex and fast-paced environment

  • Salesforce mastery of complex dashboards & reports, custom report types, calculated fields, workflows

  • Analytical mindset who can find answers in data prioritizing based on the larger picture, not individual needs

  • Possess “startup grit;” there are always moving pieces in a startup you have to deal with ambiguity

  • Experience with sales engagement platforms Outreach.io highly desired; Pardot, Marketo, Eloqua experience an added bonus

  • Mastery of Excel; Tableau or other BI tool skills a plus

  • BA/BS degree in economics, science, information systems, or business administration

  • Prior Accounting background/CPA a big plus.

 

About FloQast    www.floqast.com

FloQast is a fast growing, Los Angeles-based, early-stage company redefining how a critical business process (financial close) is performed.  Our growth and success is fueled by a passion to define and dominate the Close Management Software market. We are the first company of our kind to focus specifically on the mid-market. Our prospects have been hungry for a solution like FloQast for years and the response to our solution has been overwhelmingly positive.

  • We are fanatics about the success of our customers.  Check us out on G2 Crowd

  • We are equally fanatic about creating and maintaining a fabulous culture of support and success for all employees.  Check out what people are saying on Glassdoor

  • We are moving quickly and there is huge upside opportunity in terms of career growth

  • FloQast offers competitive compensation, stock options, full benefits, and a positive and supportive work environment   

  • Ranked 18th on the 2017 Best Places to Work by LA Business Journal

  • Ranked #10 on The SaaS 1000

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What are FloQast Perks + Benefits

FloQast Benefits Overview

FloQast offers a range of employee benefits including: competitive compensation, stock options, 100% employer paid Medical, Dental, Vision plans for employees and their families, Group Life Insurance, Short Term and Long Term Disability, Flexible Spending Account, unlimited vacation, fun social events. access to free online therapy and a positive and supportive work environment.

Culture
Volunteer in local community
FloQast partners with Big Brothers Big Sisters of LA for a mentorship program with local at-risk high school youth. We invite our employees to volunteer as "Bigs" in the program.
Partners with nonprofits
FloQast has partnered with Holiday Heroes, a Chicago based charity, to launch the Los Angeles chapter. Holiday Heroes partners with local hospitals to provide parties for terminally ill children.
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Our recruiting team offers an unconscious bias training for all employees who participate in the interview process to help make the candidate experience fair.
Mean gender pay gap below 10%
Diversity employee resource groups
FloQast has 5 Employee Resource Groups (so far!) where our employees can join and build a community with each other and share resources.
Hiring practices that promote diversity
Applicants can submit anonymous demographic data during the application process which HR monitors for a diverse pipeline and to ensure candidates are being treated equitably in each interview stage.
Health Insurance + Wellness
Flexible Spending Account (FSA)
A Medical and Dependent Care FSA is offered to all US employees.
Disability insurance
FloQast offers fully paid Short Term and Long Term Disability plans to US employees.
Dental insurance
FloQast pays 100% of Dental Insurance premiums for employees and their families.
Vision insurance
FloQast pays 100% of Vision Insurance premiums for employees and their families and offers a buy-up plan if desired.
Health insurance
FloQast pays 100% of Medical Insurance premiums for employees and their families and offers a buy-up plan if desired.
Life insurance
FloQast offers free Group Life Insurance and the option to purchase more out of pocket if desired.
Pet insurance
FloQast offers a discount on Pet Insurance as well as a plan that offers discounts and savings on vet care, prescriptions and preventative care.
Wellness programs
Team workouts
FloQast provides virtual Yoga to our employees!
Mental health benefits
Free access for all Employees and their dependents to Talkspace, an online therapy platform.
Financial & Retirement
401(K)
Company equity
Performance bonus
Charitable contribution matching
Child Care & Parental Leave
Childcare benefits
FloQast subsidizes the use of the baby bassinet SNOO for new parents, it helps buy back at least 1 hour of sleep per night with a newborn.
Generous parental leave
FloQast provides 16 paid weeks to birthing parents and 12 weeks paid weeks to non-birthing parents for Parental Leave.
Family medical leave
FloQast follows state and federal law in regards to job protected leave.
Adoption Assistance
FloQast provides 12 weeks paid weeks to non-birthing parents for Parental Leave.
Return-to-work program post parental leave
Company sponsored family events
FloQast hosts virtual events for employees with children ranging from petting zoos to craft classes.
Vacation + Time Off
Unlimited vacation policy
Generous PTO
Paid volunteer time
FloQast has partnered with Big Brothers Big Sisters of Los Angeles to provide a virtual workplace mentoring program to at-risk youth in the Los Angeles, CA area.
Paid holidays
Paid sick days
Office Perks
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Ample parking is available at our physical locations.
Recreational clubs
Relocation assistance
Fitness stipend
Home-office stipend for remote employees
Remote employees are provided with reimbursement limits to purchase certain office equipment for their at home workspace.
Professional Development
Job training & conferences
Lunch and learns
FloQast hosts a Quarterly Lunch and Learn where all Department Heads will present on their team initiatives, goals, accomplishments and provide insight into how their input affects company operations.
Promote from within
Continuing education stipend
Paid industry certifications

Additional Perks + Benefits

Competitive compensation; Medical, Dental, Vision 100% employer paid for Employees, Spouse and Dependents!; Group Life, Short Term and Long Term Disability at no cost to Employees; Flexible Spending Account (FSA); Fast growth and opportunity for career growth; Positive and supportive work environment; We're always looking for more ways to enhance employee benefits as we grow as a Company!

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