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Cherry Bekaert · 3 days ago

Sales Operations Specialist

Houston, TX

Full-time

Onsite

Mid Level

$66K/yr - $85K/yr

Cherry Bekaert is ranked among the largest assurance, tax and advisory firms in the U.S., and they are seeking a Sales Operations Specialist to optimize and support the sales process. This role involves managing sales processes, developing client relationships, and providing operational support to enhance sales efficiency and drive organizational growth.

AccountingConsultingFinancial ServicesWealth Management

Growth Opportunities

No H1B

Responsibilities

Define, document, and standardize sales processes, including lead generation, CRM input, sales-to-delivery handoffs, and contract management

Oversee the transition of client information from sales to project management, ensuring all critical details are captured and communicated for smooth project initiation

Maintain and update sales documentation, including quotes, contracts, and client profiles

Proactively identify and pursue new business opportunities by reaching out to prospective clients, engaging with Ramp Sales Executives, and active prospect extraction from CBH partners and consultants

Conduct product pitches and demonstrations, with a focus on promoting solutions to drive engagement and close deals

Track and report on sales activities, wins, and key performance indicators (KPIs)

Oversee the sales process with clients from initial introduction through the transition to delivery

Develop and nurture strategic relationships with external partners, as well as internal stakeholders

Collaborate with partner organizations to identify joint opportunities, coordinate marketing efforts, and maximize mutual success

Serve as a liaison between the company and its partners to ensure alignment on goals, deliverables, and client satisfaction

Collaborate with marketing to coordinate events, webinars, and digital campaigns that support sales objectives

Manage and maintain sales and marketing email lists, ensuring accurate segmentation for targeted outreach

Create and maintain standardized file structures to support efficient information sharing

Ensure accurate and timely entry of leads and opportunities into CRM systems

Analyze sales data to identify trends, opportunities, and areas for improvement

Work closely with internal teams (marketing, project management, accounting, IT) to support the full sales cycle

Facilitate communication and collaboration between sales and delivery teams, including organizing handoff meetings and ensuring all deliverables are prepared

Identify and implement process improvements to accelerate the sales cycle and enhance client experience

Support the development and rollout of partner programs and new product offerings

Qualification

CRM systemsSales process documentationSales experienceProject managementAnalytical mindsetMulti-taskingCommunication skillsRelationship-buildingAttention to detail