Sales Operations Associate
Employment Type : Full-Time
Overview: Kastle Systems is the leader in managed security, with a track record of introducing innovative technologies to serve over 460M square feet of real estate globally. Clients span the commercial and multifamily real estate, education, and construction industries and the customers they serve. With delivering a world class customer experience driving everything we do, Kastle’s mission is to be our customers’ best service provider and to make their security the most effective, efficient, and convenient it can be. Kastle's integrated security solution, including access control, video, and remote video monitoring, significantly reduces costs and improves the critically important 24x7 performance for building owners, developers and tenants.
The Sales Operations Associate is responsible for the overall productivity and effectiveness of the West Region Sales Team. Reporting to the Director of Sales, the Sales Ops Associate works closely with internal and external stakeholders to ensure the appropriate objectives and priorities are enabled within the sales organization supported.Responsibilities:- Works closely with and supports Sales team (both in office and remote staff)
- Assist with ongoing process improvement between departments
- Provide ongoing sales knowledge to the team, either through weekly meetings or email communication
- Review pricing and proposal documents for accuracy
- Review and approve CPQ pricing
- Process client contracts through CRM/AX and assign Project Managers as required
- Provide contract packets to Kastle Controllerr for execution
- Scan and upload fully executed contracts to CRM and Kastle database
- Closely monitor quarterly numbers and manage pipeline
- Ensure accurate forecasting to GM and assist sales to achieve quarterly goals
- Provide weekly pipeline report to GM
- Run Monday morning pipeline meeting in GM’s absence
- Produce any necessary sales reports for GM
- Track and provide monthly “approved discount” list to accounting for each sales rep
- Track and provide and review monthly sales reports for accuracy
- Continuously update and maintain the Sales Accountes in CRM (and associated customer/prospect accounts
Qualifications:- Bachelor’s degree
- Sales Operations experience a plus
- Professional, polished in appearance and able to communicate in a detailed and articulate manner.
- Extremely detail oriented with strong time management and organizational skills
- Technical competence (understand software, hardware, networks, etc) or ability to learn quickly
- High level of initiative and work well in a team environment
- Ability to accurately prioritize workload
- Ability to research and analyze to provide best possible solutions
- Handles stressful situations and deadline pressures well
- Plans and carries out responsibilities with minimal direction
- Experience with sales force automation systems/CRM such as Microsoft Dynamics is a plus
Other Eligibility Requirements:- Must be able to meet and maintain various certifications, licenses and/or registrations, in accordance with applicable state laws and as required by the electronic security regulations in the state (s) worked.
- Must be willing to participate in and pass the company’s pre-employment screening process including a background investigation and drug screening.
- Must continue to maintain a safe driving record and valid driver’s license to fulfill the travel requirements of this position.
Equal Opportunity Statement: At Kastle, we believe that diversity makes us stronger - at work and in the world. Kastle Systems International, LLC is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, marital status, pregnancy or any other basis protected by applicable federal or state laws.