Note: The job is a remote job and is open to candidates in USA. PCBB is a financial services company seeking a Sales Operations Support Specialist to provide operational, administrative, analytical, and Salesforce CRM support to their sales team. The role involves collaborating with various departments to maintain data accuracy, produce reports, and support sales activities effectively.
Responsibilities
- Review sales and activity reports to identify trends, missing data, and follow-up gaps, and summarize findings for Sales Operations and sales leadership
- Prepare client-ready materials, reports, and other approved support materials for sales meetings, proposals, and prospect or client follow-up
- Assist relationship managers by gathering financial, product, and competitive information needed for client meetings and sales activities
- Leverage approved AI tools to assist with data validation, report preparation, analysis, and drafting routine communications and summaries, ensuring outputs are reviewed for accuracy, confidentiality, and alignment with PCBB policies
- Identify opportunities to improve data quality, reporting consistency, and sales support processes, and partner with stakeholders to implement approved changes
- Collaborate closely with Sales Operations, Marketing, product specialists, and Management to ensure alignment on data standards, reporting definitions, lead and campaign handling, and use of PCBB’s product materials
- Document and maintain standard operating procedures and data standards for key sales support and Salesforce data-quality processes, in coordination with Sales Operations and the Salesforce Administrator
- Monitor key sales deadlines, open items, and follow-up needs, and proactively remind relationship managers and leadership as needed
- Perform other duties as assigned by the VP, Sales Operations Analyst
- Maintain and update Salesforce accounts, contacts, opportunities, and activities to ensure accurate and consistent sales data
- Build, run, and refresh Salesforce reports and dashboards to support pipeline reviews, and reporting
- Provide day-to-day Salesforce support to the sales team, including basic troubleshooting, process guidance, and reinforcement of data standards
- Coordinate and track sales activities and follow-up tasks to ensure interactions and opportunities are properly maintained in Salesforce
- Support review and update of conference and event contact lists to ensure timely sales follow-up
Skills
- Strong analytical, organizational, and communication skills, with the ability to interpret sales data and present clear, actionable insights
- Strong attention to detail, quality control, and customer service, with the ability to manage multiple priorities and work effectively with internal and external stakeholders
- Demonstrated ability to work independently, take initiative, and complete follow-up and clean-up tasks with limited supervision
- Strong experience with Salesforce CRM, including the ability to run, modify, and interpret standard reports and dashboards and ensure consistent, high-quality data entry
- Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, lookups, data validation, and basic data cleansing
- Solid Microsoft Word and PowerPoint skills for reporting and presentations
- Comfort using AI-powered tools to enhance efficiency in reporting, documentation, and analysis, with sound judgment about data quality, confidentiality, and when human review is required
- Undergraduate degree (BA/BS) or equivalent experience
- 3+ years of experience in sales support, sales operations, or business/sales support role, preferably in banking or financial services
Company Overview