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Sales Operations Specialist

United States (Remote)

Redefine the future of customer experiences. One conversation at a time.

We’re changing the game with a first-of-its-kind, conversation-centric platform that unifies team collaboration and customer experience in one place. Powered by AI, built by amazing humans.

Our culture is forward-thinking, customer-obsessed and built on an unwavering belief that connection fuels business and life; connections to our customers with our signature Amazing Service®, our products and services, and most importantly, each other. Since 2008, 100,000+ companies and 1M+ users rely on Nextiva for customer and team communication.

If you’re ready to collaborate and create with amazing people, let your personality shine and be on the frontlines of helping businesses deliver amazing experiences, you’re in the right place. 

Build Amazing - Deliver Amazing - Live Amazing - Be Amazing

 

The Sales Operations Specialist at Nextiva will support our commercial down-market sales segment by providing critical data insights, maintaining sales dashboards, and driving operational efficiencies. This role is an essential partner to the sales team, ensuring they have the tools and insights needed to achieve their goals. This role will collaborate with Sales, Marketing, and Finance to optimize processes, track performance, and enhance productivity.  This role offers significant opportunities for growth and professional development within a fast paced and dynamic environment. 

Key Responsibilities

  • Build and maintain accurate and actionable sales reports and dashboards using Salesforce and Microsoft Power BI to support day-to-day operations.
  • Analyze sales performance data to identify trends and recommend actionable insights for driving growth and efficiency.
  • Support regular reporting cadences, including weekly forecasts, pipeline tracking, and monthly/quarterly reviews.
  • Partner with Sales Managers to promote adoption of reporting tools and identify areas for process improvement.
  • Assist in quota setting, capacity planning, and monitoring key sales performance metrics.
  • Collaborate with cross functional teams to provide timely insights and support for ad hoc projects or initiatives.
  • Train users on leveraging dashboards and reports to make informed business decisions.

Ideal Experience & Skills 

  • 5 years of experience in sales operations, business analysis, or a related role.
  • Proficiency with Salesforce, Microsoft Power BI, and Excel (including pivot tables, advanced formulas, and data visualization).
  • Strong analytical skills with a detail-oriented mindset and a focus on data accuracy.
  • Excellent communication skills, with the ability to distill complex information into clear, actionable insights.
  • Proven ability to manage multiple projects and deadlines in a dynamic, fast paced environment.
  • A team player with a growth mindset, eager to learn and contribute to a collaborative environment.

Nextiva Core Competencies / DNA:

  • Drives Results:  The successful candidate will be action oriented, with a passion for solving problems.  They will bring clarity and simplicity to ambiguous situations.  This individual will challenge the status quo; asking what we can do differently and finding ways to create and build more success.  They are a change agent, prepared to lead and drive changes as we transform. 
  • Critical Thinker:  The successful candidate is fact based and data driven, able to understand and articulate the “why,” identifying key drivers and learning from the past.  They are forward-thinking, anticipating problems before they arise.  They’ll recommend and action well thought out solutions, understanding the risks and dependencies. 
  • Right Attitude:  The successful candidate will be team-oriented, collaborative and competitive with a winning mindset; they’re resilient and able to easily bounce back from setbacks.  They will be able to zoom in / out, willing to be hands-on to help solve important problems while being a motivating figure for the team along the way.  They will embrace a culture of service and learning with a focus on caring, supporting and respecting our customers and team members.

Total Rewards 

Our Total Rewards offerings are designed to allow Nexties to take care of themselves and their families so they can be their best, in and out of the office. 

Our compensation packages are tailored to each role and candidate's qualifications. We consider a wide range of factors, including skills, experience, training, and certifications, when determining compensation. We aim to offer competitive salaries or wages that reflect the value you bring to our team. Depending on the position, compensation may include base salary and/or hourly wages, incentives, or bonuses. 

The expected hiring range is $60,000-$92,820. A different level in the job hierarchy may apply to a specific candidate, resulting in a different hiring range. 

  • Health 🍏 - Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage 
  • Insurance 💼 - Life, disability, and supplemental indemnity plans 
  • Work-Life Balance ⚖️ - Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays 
  • Financial Security 💰 -  401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA 
  • Wellness 🤸‍ - Employee Assistance Program and comprehensive wellness initiatives 
  • Growth 🌱 - Access to ongoing learning and development opportunities and career advancement 

At Nextiva, we're committed to supporting our employees' health, well-being, and professional growth. Join us and build a rewarding career! 

Established in 2008 and headquartered in Scottsdale, Arizona, Nextiva secured $200M from Goldman Sachs in late 2021, valuing the company at $2.7B.To check out what’s going on at Nextiva, check us out on Instagram, Instagram (MX), YouTube, LinkedIn, and the Nextiva blog. 

Nextiva is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Nextiva participates in the E-Verify Program where and as required by law. For additional information about E-Verify visit USCIS. 

#LI-MS1   #LI-Remote

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