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Assistant Team Lead/ Senior Associate, Sales Operations, Event Cloud

Experienced

Cvent | Project Management Office | Tysons Corner, VA

The Assistant Team Lead/ Senior Associate, Sales Operations, Event Cloud  identifies business issues, recommends and designs solutions, and implements new operational processes and procedures to enable and enhance sales effectiveness for 350+ sales reps, management, and support functions. The successful candidate will support a variety of sales activities, including quoting, contracting, reporting, territory management, and commissions. This position reports into Cvent's Director, Customer Experience and is aligned to Corporate Services.

Role & Responsibilities

  • Evolve Salesforce business processes, reporting, and data hygiene
    • Implement new Salesforce best practices based on points of friction in the current sales process or emerging business needs
    • Conduct ad-hoc report development and data analysis to identify trends
    • Present findings and recommendations to Sales leadership to increase sales performance, team equity, and ability to scale
    • Ensure data hygiene by designing and implementing new technical and business processes
  • Manage territory and portfolio changes
    • Review, maintain, and evolve Event Cloud territories, including quantitative scoring and regular reporting
    • Analyze AM portfolios for balance, geographic centricity, and associated quota
    • Build new portfolios or move accounts by recommending changes to AM Managers
    • Implement and track agreed-upon portfolio changes
    • Coordinate with Sales Management and Commissions on the impact of any changes to commissions plans
  • Support quoting and contracting processes
    • Provide tier 2 troubleshooting and guidance to sales reps on building and processing quotes in Salesforce CPQ
    • Report on and support sales management and reps in resolving contract errors
    • Capture common errors, questions, and issues to improve training, expand guidance, or submit system enhancements
    • Troubleshoot complex system and process errors to identify root causes and recommend solutions
  • Work cross-functionally with leadership and staff across sales, training, IT, HR, Finance, Contracts, Marketing, and Client Services.
  • Support sales and operations leadership on special projects and analyses
  • Maintain and expand process documentation on wiki

Key Attributes

  • 2-5 years of experience in sales operations, sales, customer support, or other process-oriented role
  • Comfort working with and presenting to more senior staff and leadership, including building consensus and navigating disagreement

Differentiating Skills

  • Using and reporting in Salesforce CRM
  • Using or supporting quote-to-cash processes, including Salesforce CPQ
  • Transforming and summarizing larger datasets (1,000-100,000 records) in Microsoft Excel
  • Project management or business analyst experience