Sales and Client Operations Manager

Type: Full Time, Permanent 

Location: US, Remote

ROLE

Climate Impact Partners are looking for a Sales and Client Operations Manager reporting to Vice President Sales Operations. In this role you will be responsible for preparing regular business reporting, as well as ad-hoc analysis. The ideal candidate will have previous experience in a similar role, with expertise in Salesforce and Microsoft office, especially Excel.

RESPONSIBILITIES

Client Solutions and CRM Reporting

• 
  
• Prepare regular business reporting and analysis such as pipeline reporting, inventory reporting, sales performance metrics.
  
• Monitor and analyze win loss trends, market data, competitive activity to identify business opportunities and anomalies.
  
• Collaborate cross-functionally across Business Development Leads, Customer Relationship, Managers, Legal, Marketing, Finance to report accurate information.
  
• Develop and maintain Salesforce reports and workflows to support sales operations reporting, board packs, investor discussions and operating reviews.
  
• Management of client and prospect data including environmental instrument inventories and reconciliations, vendor onboarding, account planning and administration, updating Salesforce, certificate creation.
  
• Develop an understanding of company internal business processes and spearhead improvements.
  
• Identify areas for process improvement and make recommendations to enhance sales and CRM efficiency.
  
• Run reports for operating cadence and KPI reviews.
  
• Training and support to sales and CRM teams on sales tools and processes.
  
• Conduct ad-hoc analysis and reporting as requested.
  
• Support and help program manage any deal and enablement efforts. 
  
• Maintaining schedule, coordinating content completion by SME and delivery calendar.
  
• Support GTM planning including outbound, segmentation, quotas, territories, and productivity metrics.
  

WHAT WE ARE LOOKING FOR

• 
  
• Bachelor’s degree or relevant experience in Business Administration, Finance, or related field.
  
• Previous experience in a sales operations or related role.
  
• Expertise in Salesforce and advanced Excel, including advanced data analysis and reporting.
  
• Strong analytical and problem-solving skills. Ability to interpret complex data sets and present findings in a clear and concise manner.
  
• Good communication and collaboration skills.
  

Desirable:

• 
  
• Experience with Power BI or similar reporting tools.
  
• Familiarity with contract management software such as Conga, and marketing platforms such as HubSpot or Marketo.
  

PERKS:

• Remote working
• Medical Insurance*
• Vision and/ or DentalBenefits*
• Adoption AssistanceProgram*
• Flexible SpendingAccount*
• Health Savings Account*
• Basic Term lifeInsurance (up to 1 x salary)*
• Other VoluntaryInsurances*
• Access to perks anddiscounts such as gym memberships, nutrition coaching, childcare, pethealth insurance*
• 24/7 Well-being andSupport Helplines*
• 401k plan withinvestment options
• Bonus scheme, subject tocompany and individual performance

*Benefits provided by Insperity.

Climate Impact Partners is an equal opportunities employer. Our goal is to be a diverse and inclusive workforce, that embraces our differences, and so all aspects of employment including the decision to hire and promote, will be based on merit, competence, performance, and business need. We do not discriminate on the basis of characteristics protected under federal, state, or local law. To support this, all applications are anonymised until the interview stage which means that regardless of who has applied, your characteristics are totally anonymous.