The Director of Sales Operations and Marketing leads support functions essential to sales force and marketing
productivity, efficiency, and automation. These accountabilities include business planning, reporting, data
analytics, managing our customer management system (CRM), sales process optimization, preparing pricing
documentation and contracts for customers, responding to customers, assisting the sales staff in completing
customer and sales and marketing deliverables, monitoring customer satisfaction regarding their products and
services (VoC), delivering key insights and recommendations that optimize the performance of the marketing
function, programs, and campaigns, and subsequent monitoring, measuring, and analyzing the effectiveness of
those marketing programs and campaigns. The Director of Sales Operations and Marketing will also foster
close working relationships with internal and external stakeholders to ensure the overall productivity and
effectiveness of the sales and marketing support organization.
Essential Duties and Responsibilities:
The following includes but is not limited to the duties and responsibilities; other tasks may be assigned.
Sales Operations:
ZoHo (CRM) optimization, automation, and management:
o Leads/deals pipeline management
o Update and generate scheduled sales and customer records and reports
o Data cleanliness, accuracy, consistency
o Other related task/activity management
Support the sales team:
o Contract management and oversight
o Pricing strategy and deal flow optimization
o Sales/AM/Ops team coordination
o Process documentation and SOPs
o Respond to customer correspondence, (calls, emails, etc.)
o Contact customers, sales team, or other cross functional team members to obtain missing
information and/or answer questions, etc.
o Assist sales staff in completing customer and Sales deliverables
o Process orders via email, phone, and website
o In concert with accounting/finance team, check orders and invoice for accuracy
o Manage new account setup and hand off to appropriate accounting/finance and operations staff
o Assists with sales commission management and accounting
o Monitor contract expirations, and coordinate with Sales staff to help manage key contract renewals
o Hiring and training for Sales Operations
o Reporting and performance evaluation for Sales Operations
o Management of sales departments calendar
o Assists CCO with the coordination and interface with the Board of Advisors
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Marketing Operations:
o New/updated website build (co-lead with MD Thailand)
o Ongoing website content management, maintenance, and updates (blogs, landing pages, videos,
social media posts, etc.)
o Coordinate development and distribution of new marketing/sales content creation (sales decks,
infographics, brochures, case studies, etc.)
o Coordinate and maintain consistent corporate image throughout product lines, promotional sales
and marketing materials, and events, etc.
o Manage lead generation, via Zoominfo, and/or other future selected tools
o Manage email campaigns, via ZoHo/Zoominfo, and/or other future selected tools
o Coordinate and help manage VoC surveys and customer marketing communications
o Manage and coordinate sales/marketing process documentation and SOPs
o Assists with trade show and event planning
o Hiring and training for Marketing Operations
o Reporting and performance evaluation for Marketing Operations
In addition to these typical duties, may perform other duties as assigned and required.
Knowledge, Skills, and Abilities:
Very strong organizational and multi-tasking skills
Excellent verbal and written skills
Strong knowledge of sales performance metrics and KPIs
Skilled with PC based computers and Microsoft Office Suite
Minimum four-year college degree and 5 years of relevant experience
Minimum of 4 years CRM use with primary suites such as Salesforce, ZoHo, HubSpot.
Keen ability to organize, digest and analyze data and disseminate to senior management, internal and
external customers.
Ability to communicate across multiple groups including but not limited to customers, Sales, management,
finance, and third-party service providers.
Work Environment:
Remote/home office setting. Potential hybrid environment when/if future corporate office in Austin, TX.
Values, Core Competencies, and Behaviors (most important):
CUSTOMER FOCUS: Active listener to the Voice of Customer and the ability to interpret requests and
implement a course of action.
EXCELLENCE: Consistently seeks to improve and provides quality output without sacrificing other values.
COLLABORATION/TEAMWORK: Ability to work well with customers, the Sales team, Account
Management, Finance, and other cross function staff as needed.
INNOVATION: Thinks creatively and embraces new ideas and solutions.
DIVERSITY: Shows appreciation for diversity in peoples opinions, experience, heritage, education,
organization level, and gender. Treats others with dignity and respect. Behaviors indicate recognition of our
staff being our most valued resources.
SENSE OF URGENCY: An understanding of timing issues and sensitivities as they relate to customer
needs, (internal as well as external), projects, processes, strategic initiatives, billing, etc.
ADAPTABILITY: The ability to effectively adapt to work in an environment of change, uncertainty,
ambiguity, and growth.