Sales Ops & Rev Ops Lead
Who we are:
Copilot is the premier Salesforce consulting partner for Financial Services, Real Estate, and SaaS companies (and specifically, we mean private equity, investment banking, wealth and asset management; real estate investment trusts, investment managers, brokerage, lending; tech start-ups and scale-ups). We compete with the biggest consulting firms to serve companies at the top of their game in these industries. We’re a group of technology evangelists building solutions clients enjoy using, because we actually understand their business and make Salesforce work the way they want it to.
While Copilot is our name it’s also our mission: to see our clients and our people soar (that means you)! We’re obsessed with building long-term client relationships and turning those into fans and referrals. Because of this, we’re focused on measured growth and maintaining our culture as we continue to reach new heights. We know our Crew is where our success comes from, and we’re excited to be rapidly growing! (Yes, we call our team our Crew, as in, flight crew).
About the role:
We’re looking for a Sales Ops Lead to help lead the discovery, design, build, and success of Salesforce projects for our growing portfolio of start-up and scaleup (usually B2B software and SaaS) clients. We work with some of the best growth equity firms and the coolest SaaS and disruptive tech companies out there.
Your role would be to design the overall tech-stack and solution, determine the need to integrate with external systems and how to make those integrations happen (no coding experience required), liaise with our technical architects when custom solutions are needed, and see the solution through to roll-out and adoption.
You would also partner up with engagement managers, business analysts, and Salesforce consultants along the way to determine how we can continue to add value to the clients you’re serving. We create long term relationships, not one-hit wonders.
What we'll need from you:
- Co-lead a client through a project from start to finish and deliver excellent results
- Co-lead discovery sessions to identify client needs and establish projects
- Design and implement solutions on Salesforce and related platforms on strategic projects
- Integrate Salesforce with common Sales Ops / Rev Ops tools i.e. marketing automation, sales automation, calendaring, data augmentation, and reporting tools
- Foster long-term relationships with clients by being a trusted advisor
- Manage the creation of functional specs that can be easily translated into technical requirements to be implemented by a Salesforce developer
- Manage the delivery and testing of custom solutions with our technical architects and developers
- Mentor and manage rising crew members
What we expect you’re walking in with:
- Passion for learning and growth
- BA/BS degree in Business, Economics, Finance, Computer Science or Engineering – or equivalent relevant work experience
- 4+ years experience as a sales or revenue operations leader, Salesforce solution architect, or Salesforce consultant
- Advanced knowledge of Sales Cloud and Service Cloud
- Hands-on advanced experience with Flows
- A serious attention to detail
- Experience with business process discovery and requirements gathering
- Experience with data migrations and integrations from third-party systems to Salesforce
- Experience in designing applications with a clear focus on user experience
- Demonstrated ability working with stakeholders to drive Salesforce adoption
- Ability to work both independently and collaboratively within a small team
Icing on the cake for us (and by no means are these requirements):
- You’ve worked (in-house or as a consultant) to define and implement sales operations processes and technology at growing SaaS companies
- Experience working within Agile and Scrum methodologies
- Experience with one or more of the following: Financial Service Cloud, Pardot, Tableau / Tableau CRM, Experience Cloud
- Experience with one or more of the following: Pardot, Hubspot, Marketo, Outreach.io, Salesloft, Conga, Docusign, Zoominfo, Clearbit, Tableau / Tableau CRM, Experience Cloud, Salesforce CPQ
- Salesforce Certifications
Icing on the cake for you:
As a member of the Copilot Crew, you have the opportunity to shape the future of Copilot. Some of the ways you can be involved include, but aren’t limited to:
- Cultivating relationships with partners (e.g. Salesforce, AppExchange ISV's, clients)
- Planning Copilot social & volunteering causes
- Shaping the future of the Crew (identifying needs, participating in the hiring process)
- Designing and developing Copilot accelerators, assets, and products
What we’ll provide in exchange for your awesomeness:
- Competitive compensation package
- Paid benefits (health, dental, vision)
- 401(k) with company match
- Gym & Classpass & Citibike discounts
- Flexible work location
- Flexible spending account (FSA and HSA)
- Unlimited Paid Time Off including major holidays (PTO)
- Employee & client referral bonus program
- Paid education and certification stipend
- Collaborative, dynamic, and fun work environment
- Annual Crew get-togethers
- Real career growth opportunities
