Sales Operations - RFP Project Management
July 27
🏡 Remote – Anywhere in California
Description
• Work closely with stakeholders across multiple teams including Partnerships, Success, Engineering, and Legal Operations to gather information and project manage RFP processes, ensuring that our submissions meet all of a customer’s requirements. • Build Goalbook’s RFP content knowledge base and evaluate new software tools to refine the existing process. • Help oversee the Sales Operations queue, handling business team requests and recurring tasks, while looking for potential process and efficiency improvements. • Participate in implementation of business team process changes and support the development of sales ops documentation and user training programs. • Assist with Salesforce reports by evaluating data integrity, performing data management, and configuring reports and dashboards.
Requirements
• Salesforce Admin experience required (certification preferred) • 2+ years of project management experience • 2+ years of Sales Operations experience • Experience working in a deadline driven environment • Excellent interpersonal and organizational skills • Detail oriented - you can catch small details and read the fine print
Benefits
• Flexible Time Off (FTO) policy • Generous medical, dental, and vision coverage • Safe Harbor 401k matching • Profit sharing • Goalbook Family and Medical Leave • Goalbook Universal Basic Income • Mental health services benefit • A truly motivated, passionate, and fun team. We’re collectively interested in helping you grow in your career.
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