Sales Operations Manager

ABOUT THE ROLE

We’re looking for a Sales Operations Manager, who will be a key member of a small and highly collaborative Business Development team, directly leading key sales initiatives for Peer Insight.

You will play a critical role in managing and improving the firm’s sales process. You’ll focus on driving week-over-week improvements to the sales team’s operations, including by enabling more efficient usage of the CRM (HubSpot), capturing and analyzing data, refining processes, improving sales and marketing assets, and implementing new technologies and practices. Each week you’ll help identify and execute sales priorities, where you will have real ownership of business results.

This a part-time contractor position with the potential for a long-term extension of the contract. Candidates can anticipate that the responsibilities below should reflect 20-25 hours per week, five days a week.

 

OBJECTIVES OF THIS ROLE

  • Take a lead role in the development of sales process improvements that help the sales team work more effectively and efficiently week-over-week
  • Support the Business Development team in leveraging the CRM (HubSpot) and other sales tools
  • Enable the 3-person sales team to easily track and analyze sales data and activities
  • Assist in the coordination and implementation of marketing strategies, and delegate tasks that achieve strategic goals
  • Track team performance and report metrics
  • Be a curious experimenter within our sales engine that is willing to tinker, build, and pivot as we learn and improve over time

Daily, Weekly, and Monthly Responsibilities


Sales Operations

  • Create the appropriate data capture, flow, & processes for maximizing the efficiency and effectiveness of weekly team sales meetings
  • Train sales team on new technology, software, and processes
  • Determine the right data to capture & analyze to help the sales team make weekly, monthly, and quarterly decisions
  • Prepare reporting and agenda for the weekly sales meeting
  • Partner with sales leadership to augment and/or automate current administrative or manual processes


Sales Enablement

  • Track weekly sales activities and data
  • Lead weekly sales team meetings
  • Identify the parts of the sales ecosystem (process, talent, capacity, data, collaboration, etc.) that need fine tuning and lead the design & execution of the improvement 
  • Maintain a holistic understanding and view of the sales pipeline at all times, helping the team know where to spend their time – in terms of tasks and larger strategic focus areas 
  • Support sales meeting preparation by conducting research on prospects

 
Business Development

  • Measure and report key metrics related to the health of the sales pipeline to inform adjacent firm operations such as project management, staffing, and hiring during monthly firm strategy meetings.
  • Support marketing initiatives, like a monthly newsletter
  • Work with a third party email marketing vendor to support and improve lead generation efforts

 
Compensation

The targeted rate for our Sales Ops Manager is $50-70 per hour, with an estimated time of 20-25 hours per week. Our desired minimum contract length is for 90 days with the possibility to extend.


Minimum Qualifications

  • Broader business operations experience (program or project management)
  • Can identify, set, and pivot against operational KPIs/OKRs/Next Best Actions
  • Experience developing and/or refining Sales processes and materials
  • Familiar with sales in a service organization
  • “Curious experimenter” mindset


Preferred Qualifications

  • Process improvement mindset / experience
  • Worked with a small company or start-up
  • Professional services / consulting background
  • Experience with Hubspot 

ABOUT PEER INSIGHT / PX VENTURE STUDIO

Peer Insight began in 2004 as an innovation consulting firm. We work with large enterprises to develop and launch new products, services, and experiences. We develop user insights, prototype and deploy new experiences, test and refine new business models. In addition, we help them design and implement their innovation strategies and systems. 

During the past six years, we have evolved a capability to act as a venture studio for corporations. In this model, we provide full-stack business building services, in exchange for earning upside incentives if/when the venture achieves pre-defined success milestones. 

Since 2012, we have built 12 multimillion dollar businesses in partnership with large, established organizations. We have worked on 40+ innovation projects – from upstream discovery research and needs-finding, to downstream pilot execution.

Our team comes from different backgrounds, but we are united by our mission and our guiding principles. To briefly sum up our studio’s org structure, our team is composed of Venture Architects, Venture Leads, and Venture Partners – and each venture engages one or more from each level, no matter what.

WHAT WE PROVIDE

Remote Work & Distributed Teams
We prioritize flexibility and allow employees to “work from anywhere.” 

Values-Fueled Culture
Our team is grounded in gratitude and our Guiding Principles. It informs our work and how we engage with clients every day.

Autonomy & Shared Ownership
We believe that everyone does their best work when given clear expectations and room to create with their unique skills. Our work requires a balance of individual or solo work and small-team collaboration with exceptional peers and partners. Being generous collaborators, and co-owners in design and decision-making is key to success in our world – no knowledge hoarding here, we’re better together.


HOW TO APPLY

Please submit your application, including resume and email address through this form: 
https://forms.gle/Q6NEpzCvTRatYFMZ7

 

BEFORE YOU APPLY

We ask that you please remove all identifying information from your resume before you submit your application in an effort to help us remove unconscious bias from our resume review process. PX Venture Studio is committed to cultivating an inclusive environment where a diverse group of people can and want to do their best work, and that starts with our hiring practices. Identifying information includes your name, photos, LinkedIn URL, email address, and more.

We are focused on building a diverse and inclusive workforce. If you’re excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply anyway.

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Peer Insight is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law.