Senior Sales Operations Specialist (Salesforce)

| Greater Boston Area
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PURPOSE:

The Predictive Index—the talent optimization leader—is an award-winning best place to work (Inc., Glassdoor, Boston Business Journal, The Boston Globe).

Our mission is “Better work, Better world," and we take great pride in PI’s power to supercharge workplace relationships and culture to achieve the unthinkable. We’re our own best case study! You’ll be working toward a mission that inspires you, and you’ll be surrounded by fun, smart, driven people day in and day out.

There’s a reason more than 8,000 companies—including Nissan, Citizens Bank, Drift, Subway, Blue Cross Blue Shield, Docusign, and Omni Hotels—trust PI to help them hire top talent, design winning teams, and develop leaders at every level. Come discover how we empower our clients to solve their biggest challenges and make their business dreams come true.

The Predictive Index is a place where people with diverse backgrounds, experiences, and perspectives collaborate on amazing, important work. We celebrate our differences, knowing that they are fundamental to our success as an organization. “Better Work, Better World,” starts here, in an organization where every member of the PI community is valued, respected, and welcome. We encourage people from underrepresented backgrounds to apply.

Remote work is here to stay:

At The Predictive Index, we value flexibility. All PI employees have the choice to work remotely, at our Westwood, MA headquarters, or a mix of both!


POSITION:

The Sales Operations Specialist is responsible for helping The Predictive Index achieve ambitious growth goals by helping the Sales and Marketing teams achieve their demand generation and revenue targets through the achievement of operational excellence. This individual will be responsible for executing on the continued development and evolution of the tools that support PI’s revenue operations - specifically supporting the sales teams and their growth plans. 

We’re looking for an energetic, self-motivated, and driven professional with a previous background optimizing marketing automation tools and processes. This individual will work with a team of Revenue Operations Specialists supporting the growth and optimization of our sales and marketing tech stacks.

YOUR DAY-TO-DAY:

  • Partner with the go-to-market teams to generate and execute on strategies designed to increase demand and win-rate for our products and services.
  • Enhance and optimize our Revenue Operations processes and lead routing to ensure leads are accurately organized and properly distributed
  • Assist the Revenue Operations Manager with developing a tracking and attribution strategy to measure sales and marketing performance in an effort to drive and enhance sales and marketing efforts.
  • Provide support to Sales & Marketing team members in triaging feature requests and through the resolution of reported bug/issues.
  • Document sales and marketing, scope out process changes for new technologies, and proactively recommend ways to enhance existing processes. 
  • Align with the business intelligence, marketing, and sales teams to support the reporting of key metrics.
  • Support key initiatives and special projects for the sales and marketing teams to assist with the attainment of revenue goals.
  • Maintenance of database integrity and hygiene within Pardot and Salesforce, as well third-party sales enablement software

SHOULD YOU APPLY?

If you’ve got all the below skills, drop what you’re doing right now and reach out. If you’ve got some of these skills, we still want to hear from you!

  • 1-3 years of revenue operations experience partnering with go-to-market teams within a B2B software company
  • Previous knowledge and experience using some, or all of: Salesforce, LeanData, SalesLoft, Pardot, and Domo
  • Passion and strong understanding of B2B sales and marketing concepts with strong analytical skills to help enhance processes and automations
  • Demonstrated ability to communicate effectively and to collaborate across departments 
  • Self-starter and autonomous; ability to work independently, prioritize and get things done
  • Ability to work collaboratively and respond quickly to changing needs and opportunities

Those who excel at The Predictive Index are:

  • Cross-functional: At PI, we work as a team!
  • Smart: They learn our systems and our industry quickly.
  • Energetic: We have a vibrant office, and when you’re on, you’re on.
  • Driven: We’re growing fast so you MUST be willing to roll up your sleeves.
  • Fun: Because we work hard, we like to play hard—and we hope you do too!



Just as our employees are threads in the cultural fabric of PI, THREADS is our framework for understanding our core values.

Teamwork: Focus on the “we,” not the “me.”

Honesty: Follow your moral compass.

Reliability: Be someone others can count on.

Energy: Be balanced, be energized.

Action: Errors of action are better than errors of inaction. Be brave.

Drive: Own it.

Scope: Don't try to boil the ocean.


The Predictive Index participates in E-Verify. E-Verify is an Internet-based system that compares information from an employee's Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm employment eligibility.


The Predictive Index is an Equal Opportunity Employer.


#LI-remote

#BI-remote

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • C#Languages
    • JavascriptLanguages
    • TypeScriptLanguages
    • Node.jsFrameworks
    • .NET CoreFrameworks
    • CosmosDBDatabases
    • SQL AzureDatabases
    • PardotAnalytics
    • DoceboAnalytics
    • DomoAnalytics
    • AsanaManagement
    • JIRAManagement
    • DomoManagement
    • WordpressCMS
    • SalesforceCRM
    • Salesforce PardotCRM
    • SalesloftCRM

Location

Headquartered in Westwood MA, conveniently located close to amazing restaurants, a shopping center and just minutes away from the 128 Train station for our commuters. We continue to grow locally and across the US as we embrace remote-friendly work.

An Insider's view of The Predictive Index

How would you describe the company’s work-life balance?

I think The Predictive Index really puts its people first. My manager has been really supportive of my needs in and out of the office. I think having a manager that cares about me as a whole person makes me feel more fulfilled and energized to come to work.

Caraline

Product Release Program Specialist

What does your typical day look like?

I'd say a good "typical" day is spent either in scrum meetings, mentoring, coding, doing system design, incident response, writing technical stories, interviewing as we are hiring and growing fast, technical documentation and other team meetings.

Pankaj

Sr.Software Engineer

How does the company support your career growth?

PI and my team have done a lot to map out a career path from having monthly discussions to filling out a personal development chart. This has allowed me to clearly see a future as well as understand what it is going to take to achieve my goals, and I know PI will help me get there.

John

Account Executive

What is your vision for the company?

The Predictive Index is in the business of connecting business strategy with business results through people. As a product leader, my vision is to bring our products to the world with accessible, easy-to-get-started offerings, regardless of where you're starting. Anyone can build their self awareness and drive meaningful change.

Alisa

Senior Vice President, Product

How do you collaborate with other teams in the company?

Collaboration at PI is one of my favorite parts of my job! My role in product allows me to collaborate with incredibly smart and talented coworkers across the business and turn ideas into reality. In addition, there are always projects and initiatives to get involved with that allow you the opportunity to build relationships and learn something

Megan

Manager, Product Management

What are The Predictive Index Perks + Benefits

The Predictive Index Benefits Overview

At Predictive Index we’re focused on investing in the well-being of our employees and delivering an exceptional employee experience. We offer a variety of benefits and perks, including two incredible options for healthcare that are over 85% employer paid, one with an option for a Health Savings Account that PI makes a gift contribution to, and one with an 80% Health Reimbursement Arrangement on deductible expenses! All employees also benefit from employer-paid life insurance and disability insurance, have the access to dental and vision insurance, and have plenty of time to rest, recharge, and find balance with unlimited PTO. 401K with employer match in there too.
In addition, we are a remote-first company. Employees have the choice of 3 work options:
Field: 100% remote, with $1,000 one-time stipend*
Flow: 1-2 days per-week in the office, with $500 stipend*
Studio: 3+ days per week in the office, an assigned desk to call home, and access to perks of being in the office - free food, snacks, beverages, etc.
* there are no stipulations on how the stipend is spent.
Additional perks include tuition reimbursement, commuter expenses, paid parental leave. We host a weekly on-site lunch and happy hour for employees.
We’re all about making your time spent at work as enjoyable as possible and giving the flexibility for work and life to easily coexist.

Culture
Volunteer in local community
Partners with nonprofits
We partner with organizations around Boston like Fathers Uplift, as well as Friends of the Blue Hills, Westwood Food Pantry, Needham Community Council, the Greater Boston Food Bank, and Toys for Tots.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Flexible work environment includes: *Field (100% remote) *Flow (1-2 days in office) *Studio (3+ days in the office per week) (Virtually connected with PIoneers working remotely in 24 states)
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Wellness days
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Fitness stipend
Home-office stipend for remote employees
Meditation space
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Customized development tracks
Paid industry certifications

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