Director of sales, marketing and operations job description

Join one of the world's fastest growing fintech startups! We're looking for smart, motivated team members who want to change the way people pay their bills, helping them to improve their financial success.
THE ROLE

The Director of Sales and Marketing Operations is a highly visible position and critical role for scaling the B2B business of doxo. This role will be responsible for driving a broad range of growth initiatives from strategic projects related to sales and revenue planning to tactical projects in support of executing Salesforce and Pardot campaigns. Strong forecasting, analysis, and reporting skills are required to ensure that stakeholders across doxo have the visibility and insights necessary to effectively grow the B2B business. The ability to understand doxo's business end-to-end from marketing through sales to customer success and the ability to dive deep into each function will be important for managing and developing this fast growing business.

Responsibilities:

* Driving the weekly sales pipeline and forecasting process
* Developing reports and analyses required to effectively manage the business
* Partnering with other teams on Salesforce configuration and reporting needs
* Managing sales agreements/contracts submission and approval process
* Sales commission processing and reporting
* Driving weekly customer success and customer health reporting
* Leading cross-team collaboration for monthly and quarterly business reviews
* Creating segmentation and targeting models for marketing and sales campaigns
* Building and executing Pardot workflows and digital marketing campaigns
* Partnering with Marketing team on doxo.com web site landing pages for campaigns
* Producing marketing and sales campaign reporting and analysis
* Partnering with Finance team on business planning and budgeting processes

Qualifications:

* 10-15 years of experience leading sales and/or marketing operations teams
* 5+ years of experience in early stage growth companies
* 5+ years of experience configuring Salesforce for marketing and sales team
* Previous experience with Pardot or other marketing campaign applications
* Strong Excel and Microsoft PowerBI skills
* Ability to collaborate and interact at all levels of the organization
* Strong analytical and problem solving skills

WHO WE ARE

Each year U.S. households spend over $4.6 trillion - about one third of all consumer spending - on recurring bill payments. While staying on top of these bills is the single largest determinant for consumer financial health, organizing and paying them can be a time-consuming and frustrating chore. Since its inception, doxo has been on a mission to simplify and reduce the anxiety of staying on top of bills, empowering consumers to improve their financial health. Our company was founded on the simple idea that there should be an easy and more secure way for consumers to pay all of their bills through a single account, with any payment method, on any device.

As consumers shift more bill payments online and to mobile, doxo continues to experience rapid growth. To date, over seven million doxo users across 97% of U.S. zip codes have paid bills through the payment network, across more than 45 different service categories. With more than 120,000 payable billers, doxo's proprietary, crowd sourced provider directory is the largest in the nation.

In 2021, doxo was named by both BuiltIn and Comparably as a best place to work in Seattle, and was also recognized by both Inc. Magazine and Deloitte as one of the fastest-growing companies in North America. Come join us as we grow the team to further accelerate growth, forever changing the bill pay landscape to focus on the customer.

WHY WE ARE DIFFERENT

doxo is unique in that we have already found product/market fit and that our service is filling an important market need every day. But we are still small enough that every employee, no matter their position, can make a meaningful impact. Because transparency is a priority at all levels across the organization, we are all aware of how our work contributes to the success of our business as a whole. We are agile and work hard to solve difficult problems quickly. We work as a team to get things done and mentor individuals to get to the next level in their career.

OUR COMPANY PERKS AND BENEFITS:

* 100% employer-paid medical, dental, and vision coverage for full-time employees
* Generous equity grants
* 401k match to help you save for your future
* 15 days PTO to start, plus paid holidays
* Charitable donation match
* Student loans support
* Pet insurance
* Plus plenty of corporate discounts

doxo is an equal-opportunity employer and we welcome applicants from all backgrounds.

* SMART PEOPLE * SMART IDEAS * SMART CHOICE

**_A thriving environment for learning, innovation and growth._**

Why do so many people join MTS Systems Corporation and stay for a career? Because this is a place where you get to apply your creativity, work with smart people on fascinating projects, and make a positive impact on people's lives. It is a place where you can learn, innovate and grow professionally.

Transforming what's possible with cars, aircraft, bridges, wind turbines and space-age materials - this is work we dream about as kids. At MTS, it's a rewarding career path for talented individuals who are willing to work hard, think hard, and commit to solving complex and critical challenges for our customers around the world, many of whom are leaders in their respective industries.

By joining MTS, you'll have access to the latest tools and technologies, along with the support of colleagues who are passionate about their work. You'll discover a dynamic culture of continuous improvement that extends to our people, one that offers numerous ways to expand your knowledge and advance your career. And because we are a global company, your work may also include world travel.

Primary Objective:

Oversees the marketing and sales service's function. Through subordinate managers, develops and implements global programs, processes, and tools in support of Selling and Marketing business needs.

Major Areas of Accountability:

1. Partners with Sales Management to develop and support internal tools and processes to accurately capture customer expectations throughout the pursuit cycle.

2. Develops and implements reporting management systems to enable analysis of all aspects of Selling's performance and support operational requirements

3. In partnership with HR and Sales Management develops, establishes targets, and executes annual sales incentive systems globally.

4. Establishes policies, procedures, and systems to support the strategic direction of the sales function. Monitors performance of support services and makes improvements and/or enhancements to increase overall effectiveness

5. Establishes processes and methods to ensure global adoption and consistency of practices in all sales phases of order management.

6. Interfaces with Sales Management to understand sales meeting objectives and oversees the planning, content, and execution of sales meetings. - support

7. Interfaces with Sales Management to understand training requirements and oversees the planning and creation of training programs to enhance the effectiveness of the Selling organization.

8. Research best practices and initiates benchmarking, where appropriate, to understand and recommend enabling systems.

9. Establishes annual operating budget and manages against that budget.

10. Responsible for the on-going management and development of assigned employees. Determines staffing and skill requirements to meet departmental needs and implements plans to satisfy those requirements.

Minimum Qualifications

Education: Bachelor's degree (or equivalent work experience).

Experience:

10 years of sales/marketing/service experience

5 years management experience

Travel Requirements:

Expected travel averaging 10-20%, domestic and international.

Must possess a valid driver's license and able to obtain automobile/liability coverage

Preferred Qualifications:

Experience:

Experience in a technical or industrial organization.

Demonstrated organizational and/or project management skills.

Exposure to international businesses and cross-cultural awareness.

Excellent oral, written and presentation skills.

\#LI-CR

All your information will be kept confidential according to EEO guidelines.

_ITW is an equal opportunity employer. We value our colleagues' unique perspectives, experiences and ideas and create workplaces where everyone can develop their careers and perform to their full potential._

_As an equal employment opportunity employer, ITW is committed to equal employment opportunity and fair treatment for employees, beginning with the hiring process and continuing through all aspects of the employment relationship._

_All qualified applicants will receive consideration for employment without regard to race, color, sex, gender identity, sexual orientation, religion, national origin, age, disability, protected Veteran status or any other characteristic protected by applicable federal, state, or local laws. _

ITW is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Imagine Business Development is rewriting the standard for sales, marketing, and customer success. Long before Inbound Marketing even had a name, we were leveraging our sales efforts with content (seriously, our founder was blogging and creating premium content in 1994). Before revenue operations were a thing, we presented the role of structure, systems, and design thinking to large audiences.

Imagine enables mid-market and small-enterprise companies to gain more impact from their existing customer & revenue acquisition & expansion strategies. We’ve got a track record of being ahead of the curve, producing results, and making an impact.

Today, more companies realize they need to change the game they’re playing, and they’re turning to us to help make their objectives a reality.

Position Overview

We’ve been championing the adoption of revenue operations in growth-focused organizations for years. Our work has been instrumental in enabling companies, from early-stage startups to the Fortune 500, to generate more significant results from the investments and actions they take.

The RevOps Administrator is a new role in our RevOps Group. Our RevOps Group provides advisory services and business process outsourcing to companies that are serious about growth and want to hear the truth about achieving it. You’ll be instrumental in building out and executing the RevOps functions that are mission-critical. You will work closely with our leadership team and the sales & marketing leadership teams of several of our clients. You will be involved in building, coordinating, and optimizing the strategies and tactics that will lead to their (and our) success.

Essential Duties & Responsibilities:

• Drive solutions with the systems & tools, business management, and sales enablement to optimize our customers’ ability to generate more revenue and improve customer retention
• Identify weaknesses in current processes and be a core participant in improving those processes and developing new ones.
• Project management - ensure programs are tracking with the goals and objectives of client programs.
• Ensure the accuracy and adequacy of sales-related content, demand generation content, equipment, or other materials.
• Coordinate and support the sales team by
  • Overseeing CRM Management
  • Overseeing play automation & management
  • Documenting all Sales Operations initiatives
  • Managing CRM and Tech related issues
• Communicate and align actions with the Sales and Demand Generation programs to identify ways to utilize content that has been created and provide feedback to the marketing team to enhance inbound lead generation results.
• Manage CRM system, including data formatting, report generation, and process control.
• Provide reporting & analytics to the sales organization to identify trends, strengths, weaknesses & areas for improvement
• Create & maintain dashboards & reports in HubSpot & Databox to provide automated, on-demand insights to the clients and internal organization
• Proactively identify opportunities for sales process improvement
• Be involved in the implementation and ongoing management of sales enablement technologies
• Work with the sales team to ensure accurate & consistent data is in CRM related to accounts, leads, opportunities, contacts, etc.
• Support sales reps on an individual basis to generate structure/data for custom opportunities
• Apply data cleansing techniques to improve the quality and accuracy of contacts and accounts databases and develop processes and methods for acquiring net new names to our database
• Apply quantitative analysis and data visualization to tell the story behind the numbers
• Provide day-to-day end-user support of the CRM application to all levels of the organization
• Create and manage user accounts and groups, including security configuration
• Regularly perform database de-duping and cleanup procedures
• Participate in the integration process of the CRM system with other enterprise systems
• Determine, document, and communicate user and system requirements, processes, and standard procedures
• Develop training materials and documentation, keep materials up-to-date, coordinate new user and ongoing training sessions
• Manage and communicate a schedule for future releases/enhancements
• Monitor user adoption rates and respond as needed (additional training sessions, communication, modifications, or other resources) to improve adoption

Essential Education, Experience, Skills, and Attributes

This position requires the following:

• 2+ years of professional experience
• Previous experience with HubSpot and other martech tools
• Demonstrated professional maturity and ability to work well with diverse stakeholders
• Exceptional attention to detail and strong organizational skills
• Ability to thrive in a fast-paced environment that rewards a creative, hands-on approach
• Strong sense of urgency and personal accountability for results
• Flexibility and openness to change; ability to make decisions with incomplete or ambiguous information
• Sound business judgment and ability to make tradeoffs and prioritization decisions that help the business
• A sense of humor and easygoing nature. (If you can dish it out as well as you can take it, you’ll thrive here.)
• Strong knowledge and experience using Microsoft Word, Excel, PowerPoint, and Outlook. Familiarity with platforms like Hubspot is ideal.

Attributes

• Detail-oriented. You are meticulously attentive to details, get it right the first time, and accurately keep track of all the moving parts. You are organized and detail-oriented, but you can also see the big picture and understand how the details relate to the overall goal. You bring order to competing priorities and keep things running smoothly. You have command of both the process and the details.
• Flexible. You will be working with a variety of clients, staff, and vendors to accomplish project requirements. Your flexibility allows you to adjust to changing priorities and operate effectively in a fluid environment. You easily re-prioritize to seize opportunities yet remain firmly focused on long-term priorities.
• Great Communicator. You have concise, accurate, and effective written communication skills. You get the information you need and convey the correct information in a direct and pleasant manner.

What’s Attractive to the Right Candidate?

• Imagine is a fun place to work. We’re a small team without big egos. We take our work very seriously but never take ourselves too seriously. (And yes, nobody is immune--we all tease the President.)
• We’ve got a track record for being ahead of the curve. If you want to master the strategies, tactics, and tools you’ll need in your career before most sales & marketing are even aware of them, this is a don’t miss opportunity.
• This is a crucial role where your contributions will be appreciated and vital to our organizational success.
• The is a crucial “mission-central” role. You will be exposed to and directly impact all aspects of several companies’ go-to-market strategies. You’ll participate in high-level, strategic conversations (where the “sausage is made”) and see how those strategies are implemented and adjusted in the real world. A couple of years in this role will enable you to advance in any phase of the sales, marketing, or customer success world.