Sales Operations Specialist
Ideals
Get to know us
Ideals is a global B2B SaaS 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 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering intuitive and robust software that helps professionals make impactful decisions with less stress, higher quality, and shorter hours. Our key products include:
Ideals Virtual Data Room (VDR): A secure, cloud-based platform for sharing confidential documents during due diligence, fundraising, M&A, legal transactions, and other business-critical workflows.
Ideals Board: A platform for boards and executive teams to streamline governance and enhance decision-making in a fast, secure, and compliant way.
The role
Ideals is among the Top-5% of all companies on RepVue, rated highly by Sales professionals. As we continue to expand globally, we’re looking for a Sales Operations Specialist remotely in Colombia, who will support our Inside Sales teams in achieving ambitious revenue growth goals.
You’ll grow your expertise acting as a key link between our global Inside Sales teams and company-wide stakeholders, from Sales & Marketing to C-level management. You’ll enhance sales processes, expand the pipeline, and oversee data-driven insights. Your efforts will improve our sales efficiency and customer engagement by equipping teams with essential tools, reports, and analysis.
You’ll report to our VP of Inside Sales.
What you will do
Provide essential support for the Inside 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 Inside Sales team in connecting with them
Support onboarding processes for new sales hires
What you bring
Advanced English Proficiency (C1 level), both spoken and written, for effective communication and influencing
1+ year of experience as a Sales Operations Specialist with a prior sales background and demonstrated expertise in managing and optimizing sales processes
Comprehensive understanding of the sales process, its key stages and goals
Excellent analytical skills and systemic thinking to navigate database software, write reports, and search for patterns
Experience in sourcing leads, conducting data searches, and analysis
Proficiency in Google Spreadsheets/Excel and demonstrated competence in handling CRM
High-level planning and organizational skills
Commitment to self-development and continuous learning
Nice to have
Experience working in a B2B SaaS company
Knowledge of outbound sales processes and lead generation
Proficiency using Tableau, SQL
Our assessment process
Screening call with the Talent Acquisition Specialist (~30 mins)
Test task 1 (2-4 hours)
Competency-based interview with the Talent Acquisition Specialist (90 mins)
Test task presentation with Hiring Manager (5-hour task, 60-min presentation)