Sales Operations Specialist (SF)

April 5

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Persona

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Configurable identity infrastructure for KYC, AML, KYB, fraud detection, onboarding, and more.

Identity • Security • Compliance • PII • KYC

51 - 200

Description

• 2+ years of experience in sales operations, business analysis, or a related field • Proficiency in data analysis tools and software (e.g., Excel, SQL, Tableau) • Experience with CRM systems (e.g., Salesforce) preferred • Strong analytical and problem-solving skills • Excellent communication and interpersonal skills • Ability to work independently and collaboratively in a fast-paced environment • Attention to detail and accuracy • Strong organizational and time management skills

Requirements

• The Sales Operations Specialist will partner across teams and functions to build a sales systems and technology foundation • It will enable the GTM team to be as efficient and productive as possible • This position will play a crucial role in supporting the post-sales team by providing data analysis, reporting, and operational support • Reporting to our Director of Revenue Operations, this will involve collaborating with various departments to ultimately optimize processes, identify trends, and drive revenue growth at Persona

Benefits

• Analyze post-sales data to identify trends, patterns, and opportunities for improvement, and provide actionable insights to the post-sales team • Create and refine customer engagement motions and SOPs for post-sales team • Develop and maintain post-sales performance dashboards and reports • Support on operations-related workstreams in partnership with post-sales leads related to capacity planning process and staffing/assignment process • Partner with marketing to identify and track customers who are willing to participate in various marketing activities, manage customer engagement and communications processes • Partner with Monetization and CI on analytical initiatives • Implement and maintain core sales tools (ie Salesforce, JIRA, Zendesk) • Oversee systems management, including vendor reviews, contracts, application selection, onboarding, configuring, and ongoing maintenance