Sales Operations Specialist

| Greater Boston Area
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About Panorama:

Panorama Education, based in Boston, is a fast-growing technology startup focused on radically improving education. Today, 900 school systems serving ten million students have adopted the Panorama platform as paying customers including the entire states of Iowa and Hawaii as well as large districts like New York City, San Francisco, and Dallas. School systems turn to Panorama to ensure that each child is getting the support they need, so that more students succeed in school, graduate, and go on to college. Panorama helps educators monitor how students are doing across academics, attendance, behavior, and college readiness, and then coordinate action to support each child. Panorama’s platform also helps educators collect data about non-academic factors that are key to each child’s success in school and in life, such as social-emotional skills, safety, teacher-student relationships, and family engagement. Panorama has raised $45 million from Emerson Collective, YCombinator, Spark Capital, Owl Ventures, Uncork, and others.

About the Role:

The Sales Operations Specialist will support people across the sales team (and company) with questions about business processes and how to use Salesforce and other SaaS tools. They will listen to feedback on how our processes can improve and then implement and roll out changes with support from the Business Ops team and the Director of Outreach Operations.

Responsibilities

  • Manage complex projects and ensure smooth rollout across teams
  • Assist with Salesforce administration:
    • Managing data uploads
    • Configuring lead assignment rules
    • Adding fields
    • Creating validation rules
    • Using process builder
    • Integrating new apps/tool
    • Creating workflows 
    • Building reports/dashboards 
  • Manage various SaaS tools used by the team including Outreach.io, InsightSquared, and HubSpot and improve efficiency and adoption
  • Create and maintain documentation on sales processes, policies, and relevant sales training materials and assist with onboarding new sales talent
  • Support the team with contracts and compliance
  • Analyze data to support broader sales strategy
  • Work cross-functionally to ensure consistent systems and processes company-wide
  • Lead meetings for various teams and projects
  • Build and help to standardize business reporting for strategic analysis and internal business review
  • Support the submission process for RFPs

What We Are Looking For

  • Demonstrated success in a sales ops, business ops, or similar role
  • Proficiency or expertise in using the backend of Salesforce for admin tasks
  • Independent learner, with demonstrated history of working towards Salesforce admin proficiency (e.g. Trailhead, other online courses, or work experience)
  • Analytical and demonstrated ability to identify key business insights through data analysis
  • Experience or interest in learning how to create new strategies, processes and structures
  • Detail oriented; comfortable keeping records in online systems and managing other people to deadlines
  • Ability to communicate key information quickly and effectively at the “headline” and detailed level
  • Ability to manage multiple priorities and tasks; proven organizational and project management skills in a fast-paced environment
  • 1-3 years of professional experience in a related role
  • Experience working in sales, K-12 education, or both is a plus
  • Demonstrated passion for helping to improve schools
  • Proficiency in Yesware, InsightSquared, Outreach.io, or HubSpot preferred

Panorama Education is dedicated to building a diverse and inclusive company because we serve students, educators and families from tremendously diverse backgrounds and identities across the country; we’ve seen how our product and impact are strengthened the more we reflect that diversity. In addition, we have found (and we believe the research) that diverse teams are higher-performing, and we embrace the varied perspectives that our team members share with each other. As such, we are Equal Opportunity Employer.

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Technology we use

  • Engineering
  • Sales & Marketing
    • JavascriptLanguages
    • RubyLanguages
    • Ruby on RailsFrameworks
    • SalesforceCRM

Location

We're on School Street above the Walgreens at Downtown Crossing. We're just a few minutes walking distance from the Blue, Orange, Green, and Red Lines

An Insider's view of Panorama Education

What’s the vibe like in the office?

We work really hard because we care deeply about what we do and who we do it for. Our rich diversity allows for collaboration with people from all walks of life to build something meaningful and impactful for our future. I would be remiss in not saying that I work with some of the most hardworking, intelligent, and admirable people I’ve ever met.

Jen

Engineer

What does your typical day look like?

My days revolve around our mission of being the best part of our client’s day. Collaboratively working with other engineers and Client Success teammates to problem solve, build new tools, integrate/onboard new clients, and support the needs of existing clients are just a start.

Jahvon

Engineer

What makes someone successful on your team?

Being eager, highly adaptive, dependable, and believing that our work is significant. For example, we’ve prioritized schools visits this year. As an engineer, I saw our product in a whole new light when I watched teachers actually interact with it as a normal part of their day. This allows us to carefully and thoughtfully craft our product.

Jemma

Engineer

How do your team's ideas influence the company's direction?

We empower each team member to build plans to turn strategy into reality. We believe that leveraging everyone’s unique skills and experiences will yield the best possible outcomes for our clients and cultivate an environment of teaching & learning.

Katie

CFO

What projects are you most excited about?

I am excited about elevating equity and inclusion as we support educators and school leaders in creating environments where all students thrive. For the Teaching & Learning team, we try to focus on designing learning experiences and resources that help partners navigate and process data to learn the ways that students experience school differently.

Nashaira

Workshop Facilitator

What are Panorama Education Perks + Benefits

Panorama Education Benefits Overview

Our team members show unmatched devotion to improving education so in return, we've worked hard to craft a benefit offering that cares for each Panoramian and shows our devotion to and appreciation for them. Our benefits range from 90% coverage of medical premiums to flexible vacation to generous parental leave to daily catered lunch.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
We offer two kinds of FSAs so employees are able to set aside pre-tax dollars to pay for health care expenses like copays and deductibles. We also reimburse up to $50 per month for gym memberships.
Disability Insurance
Dental Benefits
Panorama covers 90% of the cost of dental premiums.
Vision Benefits
Health Insurance Benefits
Panorama's health insurance plan through BCBS offers a PPO and HMO option. Panorama covers 90% of premium costs.
Life Insurance
Pet Insurance
Wellness Programs
Team workouts
Acme Co.'s team fitness initiatives include In-office yoga.
Retirement & Stock Options Benefits
401(K) Matching
Panorama matches 100% of employee contributions of up to 4% of their annual salary. Matched contributions vest right away!
Company Equity
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings on occasion.
Cross functional training encouraged
Promote from within
Time allotted for learning

Additional Perks + Benefits

We work really hard at Panorama so we make sure our team members are comfortable and well supported by benefits and perks that are motivating and encourage them to build longterm careers with us.

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