Dot Compliance is a leading provider of cloud Quality and Compliance management solutions for the life science industry. Dot’s SaaS solutions are based on the world’s most innovative cloud technology provider, salesforce.com. We are a young and innovative software company, looking to dramatically change how pharma, biotech, and medical device companies manage their quality and compliance regulated processes. 

Dot Compliance is looking for a talented and highly driven Sales & Services Operations Manager to join our fast-growing team. The Sales & Services Operations Manager will be an integral part of the Sales & Services organization and will work closely with multiple internal business disciplines.

In this role, you will assist the Sales & Professional Services (PS) teams with their day-to-day activities. This includes, but not limited to, supporting projects that further develop Dot’s business capabilities in areas such as sales and services contract management, administration of the CRM solution; and improving management reports and metrics for both the Sales and Services teams. 

Responsibilities 

• Provides technical support for Dot’s Salesforce CRM users and processes including managing user licenses and profiles, workflows, the configuration of page layouts, reports, and dashboards. 
• Proactively generates insights from Salesforce data, including win/loss analysis, win rates by account executives, account executives’ performance by segment and industry, etc.
• Assists Sales teams in executing their sales pipelines from lead distribution to closure.
• Creates insightful reports to maximize sales revenue and provides process improvements where needed. 
• Manages all reports including the CRM sales forecast report to ensure an accurate cash flow forecast, and to support other financial decisions. 
• Assists the PS team in the management of opportunities including contract creation and management through the signature process. 
• Helps enforce data governance policies and data management best practices in CRM such as account/contact hierarchies, deduplication, standardization and perform data hygiene and data integrity activities. 
• Assists in pioneering best practice documentation and support with the goal of increasing user adoption throughout the various departments. Includes training users and documentation on use cases and illustrated CRM user guides. 
• Builds the necessary infrastructure that drives up win rates and reduces sales cycle times for both Sales and Services opportunities. 
• Works with the PS organization to ensure the correct and timely entry of data including project updates, utilization and billing. 
• Works with the SDR team on updates related to lead/account/contact assignments as needed. 

Accountabilities 

• Acts as a liaison between Sales & Services, prospects & customers, and corporate departments to ensure compliance and timely completion of tasks. 
• Executes against plan and shows progress towards individual and team goals, as well as communicates effectively to internal clients while maintaining a positive and productive attitude.
• Works with Finance, Legal, Technology, Services and Sales Leadership teams to properly implement agreed upon business rules into the CRM solution.
• Business owner of the Sales support technology stack (CRM, other) by providing guidance to Account Executives and Sales Directors on the development of quotes and on the identification of content necessary to drive customer or prospect conversations. 
• Develops reports necessary to inform Senior Executives and Board Members of the current state of the pipeline. 
• Supports revenue recognition and contract clearance via order intake processing and associated reporting. 
• Conducts pipeline analysis and generates executive level insights on an ad hoc basis.