Sales & Marketing Operations Specialist at HCTec

*This position is an on-site position if the candidate is located in one of our four locations:*

Brentwood, TN

Hohenwald, TN

Winston-Salem, NC

Waukesha, WI

POSITION SUMMARY:

The Sales & Marketing Operations Specialist will play a key role in supporting our sales and marketing teams with system support, managing data, reporting, and coordinating various initiatives to drive revenue growth and enhance customer engagement.

ESSENTIAL FUNCTIONS: To perform this job, an individual must perform each essential function satisfactorily with or without reasonable accommodation.

1. Sales & Marketing Systems Support

• Manage, administer and maintain the sales CRM and related systems, to include enhancements and improvements

• Manage and validate the integrity of sales data within the systems

• Support of system tools such as Definitive, Engage, Salesforce

2. Sales Reporting

• Primarily using CRM, generate reports and dashboards to provide KPIs and other key performance metrics

• Track and report sales pipelines, forecasts, and other sales reports relative to sales target and performance

• Collaborate with finance, payroll, recruiting and marketing as needed

• Other ad hoc reporting and projects as required

3. Sales Implementation

• Provide support to sales and marketing leadership in implementations of strategies, action plans

• Ensure alignment between sales strategies and system capabilities

• Serve as a subject matter expert on sales operations, providing assistance to team members

4. Marketing Support

• Work with marketing team to develop sales materials, collateral, presentations, etc.

• Assist marketing with events, conferences and trade shows

• Support marketing team on other projects

EDUCATION:

• Bachelor’s Degree business administration, finance, or related field preferred. A combination of education and experience that provides the required knowledge, skills, and abilities may be considered

EXPERIENCE:

• Minimum of 2 years’ relevant experience as a in sales operations, with the ability to interpret data, identify trends and create actionable insights

• Strong skills in data analysis tools including Microsoft Excel, and data visualization software (e.g., Tableau, Power Bi, PowerPoint)

• Prefer experience working with sales and marketing CRM systems (e.g., Salesforce, Talent Rover)

• Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams

• Detail-oriented with a focus on accuracy and quality in data analysis and reporting

WORK ENVIRONMENT AND TRAVEL REQUIREMENTS:

• Occasional travel, as needed