Candex is a rapidly growing private global B2B fintech company on a mission to reshape the way businesses transact. Our tech-based solution makes purchasing fast and easy for enterprise buyers. Recognized in the ProcureTech 100 for Procurement Innovation, our SaaS Platform and accompanying services completely transform the buying experience for large companies around the globe. Buyers enjoy the simplicity of Candex for their purchases, vendors get paid faster, and procurement teams love the increased control they gain over purchases — Everyone wins!
We serve companies in the Global 2,000 and our existing clients include some of the world’s biggest corporations. We’ve raised over $85M from leading investors including Goldman Sachs, JP Morgan, American Express, Altos, Craft, and NFX. Available in almost 50 countries, Candex is expanding our already robust footprint and is looking for ambitious, fun people to join us on our mission to revolutionize the way businesses engage and pay their suppliers.
The Role
As the Sales Operations Specialist at Candex, you will play a critical role in optimizing our sales processes, systems, and tools to maximize efficiency and effectiveness. You will take on various new projects and work closely with the sales, marketing, and finance teams to ensure alignment and drive performance. This collaborative role will involve working with multiple teams to innovate and implement strategies that enhance our overall sales operations. This position will be based on the East Coast, US.
Responsibilities
Sales Operations Management:
- Develop and implement sales strategies, processes, and workflows to improve overall sales efficiency.
- Manage and optimize the sales tech stack, including zoho CRM, sales automation tools, and analytics platforms.
- Monitor and analyze sales metrics and KPIs to identify areas for improvement and drive data-driven decision-making.
- Collaborate with the sales team to develop and maintain sales forecasting and pipeline management processes.
- Ensure accurate and timely reporting of sales performance and provide insights to senior management.
Cross-Functional Collaboration:
- Partner with marketing to align on lead generation strategies and ensure seamless handoff to the sales team.
- Collaborate with finance to manage sales incentives, commission plans, and sales budgeting.
- Work with the product team to stay informed about product updates and ensure the sales team is equipped with the latest information.
- Facilitate training and onboarding for new sales team members to ensure they are equipped with the necessary tools and knowledge.
Requirements
- Bachelor's degree in Business Administration, Finance, or a related field.
- 2+ years of experience in sales operations, preferably within a B2B SaaS environment.
- Strong understanding of Zoho CRM systems and sales automation tools.
- Advanced excel skills.
- Excellent analytical skills with the ability to interpret data and provide actionable insights.
- Exceptional organizational and project management skills.
- Strong written and verbal communication skills.
- Ability to move projects forward and thrive in a fast-paced, dynamic environment.
Why Work With Us
- We are humble, hungry, intelligent and collaborative
- Unlimited PTO and a flexible working environment
- We offer comprehensive medical, dental, and vision, Flexible Spending Account, Health Savings Account (with an employer contribution).
- We also provide Life Insurance, Short Term Disability and Long Term Disability
- Wellbeing benefits through Employee Assistance Program, Spring Health and OneMedical
- 401(k) Retirement Plan
- Home office set-up
- Team-Building off-sites and outings
Studies indicate that individuals from marginalized backgrounds, including women, often choose to apply for positions only when they fulfill all listed requirements. However, if you find that this role resonates with you even though you don't match every criterion, we strongly encourage you to get in touch with us. Our commitment to being an equal opportunity employer drives us to cultivate a workplace that celebrates diversity and inclusivity, embracing individuals from various backgrounds. Our hiring process prioritizes skills and abilities, and our wide-reaching outlook is something we take great pride in. Feel free to reach out!
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