Sales Operations Generalist

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop standard operating procedures (SOPs) to document and standardize workflows for sales operations.

• Create and update sales policy documentation for effective guidance.

• Analyze sales processes and propose enhancements for improved efficiency.

• Conduct data entry and cleanup in Salesforce to ensure data integrity.

• Generate and maintain documentation for procedures and training materials.

• Perform daily tasks related to sales operations.

• Supervise sales processes and ensure compliance with policies through monitoring.

• Identify gaps and inefficiencies in processes and assist in implementing improvements.

• Ensure that sales operational activities, approvals, and documentation are executed accurately and timely.

• Resolve basic Salesforce issues, update records, and provide assistance with user access and partner logins.

• Collect and compile data for operational reporting and monitoring compliance.

• Collaborate with the Sales Enablement Director, Sales Operations team, and other departments on projects aimed at enhancing workflows and efficiency.

⛳️ Requirements

• Minimum of 2 years of experience in sales operations, administration, or a related supporting role.

• Excellent organizational abilities with keen attention to detail.

• Capacity to adhere to established procedures and accurately manage repetitive tasks.

• Proficient in Salesforce, including basic data entry and navigation skills.

• Familiarity with Jira for tracking tasks and managing workflows.

• Strong communication skills for assisting team members and conveying findings.

• Ability to manage multiple tasks and prioritize effectively in a fast-paced setting.

• A helpful and solutions-focused mindset with an eagerness to learn.

• Remote candidates must reside in a state where Kapitus or its subsidiaries have a physical presence.

🏝️ Benefits

• Eligibility for annual incentive compensation of up to 10%.

• Comprehensive medical, dental, and employer-funded vision plans through UnitedHealthcare.

• UHC perks such as Sweat Equity, Calm App subscription, UHC rewards, Real Appeal, and Quit For Life.

• Flexible Spending Account options.

• Lifestyle Spending Account for expenses related to physical, mental, and financial well-being.

• Company-paid basic short-term and long-term disability insurance.

• Voluntary supplemental life insurance and enhanced disability coverage options.

• Colonial Accident and Hospitalization insurance alternatives.

• Company-funded maternity and parental leave.

• Pre-tax commuter benefits available.

• LifeBalance membership providing discounts on outdoor activities, arts, health, and fitness.

• Discounts on pet and car insurance.

• Access to LegalShield and other financial services.

• Tools for relaxation and stress management.

• Plum Benefits offering discounts on shows, travel, car rentals, and more.

• Tuition reimbursement of up to $5,000 per year.

• Opportunities for attending relevant conferences and career development events.

• Reimbursement for work-related travel expenses.

• Paid time off along with sick leave.

• 401(k) plan through Fidelity with a 25% company match on contributions, up to 6% of annual salary.