Field Sales Operations Specialist

Get to know us
Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 300,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours.
Ideals Virtual Data Room (VDR): Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions.
Ideals Board: Board and leadership collaboration platform for faster, safer, and more compliant decision-making.

The role
As we keep entering new markets globally, we are looking for a Sales Operations Specialist remotely in India to support the scaling phase of our Field Sales function.
You'll proactively drive global Field Sales unit scaling by providing strategic support for different stakeholders, from Sales and Marketing Teams to C-level management. You'll enhance sales processes, expand the pipeline, and oversee data-driven insights. Your efforts will improve process quality, sales efficiency, customer engagement, and revenue growth by equipping teams with essential tools, reports, and analysis.
You will report to Field Sales Operations Lead - Dmytro Prozhohin.

What you will do
Provide essential support for the Field Sales team: addressing inquiries related to sales workflows and product information, and delivering insightful reports to help the Management Team make informed decisions

Review, evaluate, and update current sales processes, implementing market best practices and transforming insights into actionable plans

Collaborate with cross-functional teams to align sales processes with organizational goals

Improve the clarity and accuracy of data in our CRM and maintain process documentation

Conduct market research in new areas to support expansion into new regions

Manage tools licenses and the seamless transition to new instruments

Execute automated outreach campaigns, using platforms like LinkedIn to identify high-potential leads and support the Field Sales team in connecting with them

Support onboarding processes for new sales hires

What you bring
Advanced English Proficiency (C1 level), both oral and written

1+ year of experience as a Sales Operations Specialist with a prior Sales background

Comprehensive understanding of the Sales Process

Excellent analytical skills and systemic thinking: a strong ability to navigate database software, write reports, and search for patterns

Demonstrated experience in managing and optimizing sales processes

Experience in sourcing leads, conducting data searches, and analysis

Proficiency in Google Spreadsheets and demonstrated competence in handling CRM

High-level planning and organizational skills

Influencing skills with effective spoken and written communication

Commitment to self-development and continuous learning

Nice to have
Experience working in B2B SaaS

Knowledge of Outbound Sales Processes & Lead Generation

Tableau, SQL

Our assessment process
Screening call with the Talent Acquisition Specialist (45 mins)

Test Task (~5 hours)

Test Task Presentation with Hiring Manager (45 mins)

Competency-based interview with the Talent Acquisition Specialist (90 mins)

Hiring Manager interview (60 mins)

What we offer
We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

For your work
Remote-first flexibility to shape your ideal workday

Home workplace budget

Co-working expense coverage

Individual IT budget for extra equipment

Top-tier tech and AI-powered tools

For your growth
Access to Ideals Academy with numerous courses

Investment in external learning and development activities

Guidance in Personal Development Plan creation

Professional literature and subscriptions coverage

Support of your passion as a speaker or writer

Internal talent mobility opportunities

For your well-being
Tailored Wellness Package for your physical and mental health

Funding for sports competitions

Paid health-related time-off

Extra perks
Budget for team gatherings in global locations

Generous internal referral program

Our culture
Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we are able to create a team where talents feel at ease and are able to work to the best of their abilities.
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Ideals is an equal opportunity employer
Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.