Field Sales Operations Specialist

Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 300,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours.

Ideals Virtual Data Room (VDR): Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions.

Ideals Board: Board and leadership collaboration platform for faster, safer, and more compliant decision-making.

The role

As we keep entering new markets globally, we are looking for a Sales Operations Specialist remotely in India to support the scaling phase of our Field Sales function.

You'll proactively drive global Field Sales unit scaling by providing strategic support for different stakeholders, from Sales and Marketing Teams to C-level management. You'll enhance sales processes, expand the pipeline, and oversee data-driven insights. Your efforts will improve process quality, sales efficiency, customer engagement, and revenue growth by equipping teams with essential tools, reports, and analysis.

You will report to Field Sales Operations Lead - Dmytro Prozhohin.

What you will do

• Provide essential support for the Field Sales team: addressing inquiries related to sales workflows and product information, and delivering insightful reports to help the Management Team make informed decisions

• Review, evaluate, and update current sales processes, implementing market best practices and transforming insights into actionable plans

• Collaborate with cross-functional teams to align sales processes with organizational goals

• Improve the clarity and accuracy of data in our CRM and maintain process documentation

• Conduct market research in new areas to support expansion into new regions

• Manage tools licenses and the seamless transition to new instruments

• Execute automated outreach campaigns, using platforms like LinkedIn to identify high-potential leads and support the Field Sales team in connecting with them

• Support onboarding processes for new sales hires

What you bring

• Advanced English Proficiency (C1 level), both oral and written

• 1+ year of experience as a Sales Operations Specialist with a prior Sales background

• Comprehensive understanding of the Sales Process

• Excellent analytical skills and systemic thinking: a strong ability to navigate database software, write reports, and search for patterns

• Demonstrated experience in managing and optimizing sales processes

• Experience in sourcing leads, conducting data searches, and analysis

• Proficiency in Google Spreadsheets and demonstrated competence in handling CRM

• High-level planning and organizational skills

• Influencing skills with effective spoken and written communication

• Commitment to self-development and continuous learning

Nice to have

• Experience working in B2B SaaS

• Knowledge of Outbound Sales Processes & Lead Generation

• Tableau, SQL

Our assessment process

• Screening call with the Talent Acquisition Specialist (45 mins)

• Test Task (~5 hours)

• Test Task Presentation with Hiring Manager (45 mins)

• Competency-based interview with the Talent Acquisition Specialist (90 mins)

• Hiring Manager interview (60 mins)

What we offer

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

For your work

• Remote-first flexibility to shape your ideal workday

• Home workplace budget

• Co-working expense coverage

• Individual IT budget for extra equipment

• Top-tier tech and AI-powered tools

For your growth

• Access to Ideals Academy with numerous courses

• Investment in external learning and development activities

• Guidance in Personal Development Plan creation

• Professional literature and subscriptions coverage

• Support of your passion as a speaker or writer

• Internal talent mobility opportunities

For your well-being

• Tailored Wellness Package for your physical and mental health

• Funding for sports competitions

• Paid health-related time-off

Extra perks

• Budget for team gatherings in global locations

• Generous internal referral program

Our culture

Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we are able to create a team where talents feel at ease and are able to work to the best of their abilities.

Discover more

Ideals is an equal opportunity employer

Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.