Job Description

Job Description

The Operational Strategist is a subject matter expert and will work closely with sales leadership to develop, design, implement and execute operational procedures and developments for the implementation of sales strategy that drive objectives and key results.

RESPONSIBILITIES

• Recommend and implement process improvements and changes to the Sales systems and processes with outcomes tied to revenue gains.
• Visualize and collaborate on new processes for the Sales organization with minimal guidance.
• Lead the documentation and visualization of processes for communication and future automation opportunities.
• Lead development of a process roll-out strategy and materials to provide to the Sales department, as well as other departments impacted by the process change.
• Accurately capture and maintain data in support of daily, weekly, monthly, and other time bound reporting.
• Execute repeated and ad-hoc reporting around leads, lost clients, reference, deal desk and territory management.
• Assist sales leadership team in executing sales strategy and tactics through understanding and storytelling with data and building impactful quarterly business reviews.
• Compile and analyze large sets of data for accuracy to make data driven decisions and provide recommendations to Sales Leadership.
• Collaborate with the Development and Product teams on CRM issues/tickets/concerns.
• Assign resources to tickets to ensure requests are responded to in timely manner and are reportable.
• Coach and lead other team members on group initiatives including training on new initiatives.
• Provide guidance to other members of the team when Sales Operations Team Lead and/or Manager is unavailable.
• Lead the collaboration with other departments to execute duties related to sales territory management, Deal Desk activities, Leads and Lost Client processes, onboarding, client references, sales representative, and manager activity reporting, as well as other initiatives.
• Own and develop the communication strategy execution of Leads and Lost Client processes for the entire Sales department.
• Develop and own the sales portion of the onboarding process for sales representatives, managers, and regional VPs.
• Own, manage and execute the Reference Program for the entire Sales department.
• Own and maintain Manager and Regional Hotlist reporting.
• Develop and translate Go-To-Market Strategy into territory strategy, design, visualization and execute territory changes when they arise.
• Create, revise, and provide specific process-related trainings to the Sales department as needed.
• Execute all Deal Desk responsibilities for the assigned sales segment including, but not limited to, pricing approvals in accordance with current policies, paperwork, and approvals for booked sales.
• Work closely with Sales Operations and Strategy leadership to ensure department initiatives are met and maintained.
• Serve as the subject matter expert in all strategy processes currently managed by the team.
• Maintain a deep understanding our Paycom's internal CRM systems.

Education/Certification:

• Bachelor's degree or 4+ years of relevant experience considered in lieu of degree

Experience:

• 5+ years' experience working with Excel, Word, PowerPoint
• 3+ years' experience with Paycom's CRM, or equivalent, and/or sales/sales operations experience
• 3+ years' experience with ticketing software (i.e. Jira) and process design technology (Vizio or equivalent)

Skills/Abilities:

• Expert knowledge of Microsoft Word, PowerPoint
• Intermediate knowledge of Microsoft Excel
• Intermediate knowledge of Confluence or SharePoint
• Strong time management skills, while working in fast paced environment
• Ability to maintain confidentiality
• Strong written and verbal communication skills

Paycom is an equal opportunity employer and prohibits discrimination and harassment of any kind. Paycom makes employment decisions on the basis of business needs, job requirements, individual qualifications and merit. Paycom wants to have the best available people in every job. Therefore, Paycom does not permit its employees to harass, discriminate or retaliate against other employees or applicants because of race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status or any other consideration made unlawful by applicable laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. The Human Resources Department has overall responsibility for this policy and maintains reporting and monitoring procedures. Any questions or concerns should be referred to the Human Resources Department. ****To learn more about Paycom's affirmative action policy, equal employment opportunity, or to request an accommodation - Click on the link to find more information: paycom.com/careers/eeoc

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