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Sales Operations
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#209391
Full Time
Job Description
Docyt, pronounced “docket”, is an extremely fast-growing FinTech startup headquartered in Silicon Valley, that is passionately focused on giving businesses control of their financial data. While great strides have been made in sending and receiving payments, businesses still struggle to aggregate all their financial data, understand it, and use it to make well-informed, timely decisions. Docyt brings order to data chaos.
Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks®, and generates real-time financial statements. That explains what we do, but here’s why it’s important. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions so their business can thrive.
We are in full hyper growth mode and backed by some of Silicon Valley’s premier VC’s and most innovative and transformative thought leaders in the startup world. As we grow our team, we’re looking for candidates who aren’t afraid to challenge the status quo and are motivated to fundamentally disrupt the way we do business.
Requirements
Our sales team is seeking a seasoned Sales Operations specialist to contribute to our growing and talented sales team. Sales operations is the backbone of our sales team's success. We work cross functionally to optimize key processes and sales activities, and efficiently resolve contract, billing and reporting questions. Sales Operations team members will learn the entire business and become an expert in accounting automation.
Ultimately, the ideal candidate will have the ability to quickly switch gears between projects to accommodate our fast-paced environment and provide quick ticket problem-solving. Our culture is unique and hard to beat; we are hard-working, go-doers that also value the importance of maintaining a work/life balance for our team members.
What You’ll Do:
• Create and manage our CRM reports and dashboards to provide management with insightful data on sales, team performance and other core metrics
• Interface with
• Regularly audit our CRM opportunities to ensure data is accurately input and updated; maintaining proper data hygiene is a crucial priority
• Develop a strong understanding of Docyt’s products and services in order to support the sales team with quote and agreement generation
• Provide ad-hoc support to Sales Operations leadership to ensure operational gaps are closed and other departments have the tools, resources and data necessary to succeed
• Quickly adapt to changes in process and technology, and have the ability to drive company-wide adoption of newly implemented systems
• Can work with teams across the company to understand tracking / reporting needs and create effective solutions
• Demonstrate professional maturity and seek incremental feedback from key stakeholders to drive a more excellent result
What were looking for:
• This person will have 1-6 years of experience in core sales operations work
• Have prior experience creating sales contracts (understand terms of strategic sales and complex transaction structures)
• You will need to be a self-starter, ambitious and reliable that can also work collaboratively with key stakeholders in
• Excellent verbal and written communication skills with the ability to run structured meetings.
• Willingness and ability to adapt the rapid and business and organizational changes at a high growth startup
• Experience in the following but not required Google suite, Salesforce, SmartSheets, Tableau, etc.
• Analytical, strategic or conceptual thinking, strategic planning and execution skills
• Detail oriented and well organized, able to handle multiple projects simultaneously
We know that great work comes from great and inclusive teams. At Docyt, we specifically look for individuals with diverse strengths, skills and backgrounds and ideas. We believe that this gives us the competitive advantage to better serve our customers and mission, while helping us grow as a team and individuals.
Benefits
• High impact mission and purpose-driven team/culture
• Competitive salary
Perks are nice, but perks aren’t what makes Docyt an incredible place to work. It’s our mission, team and the opportunity to fundamentally disrupt the accounting world as we know it. At Docyt, we’re building a category-defining technology to solve some of the most fundamental pain points that companies of all sizes face on a daily basis. Our work compels us to show up each day for our customers and our teams, while feeling well supported in our benefits
Docyt is a super app that applies AI (artificial intelligence) across the entire accounting tech stack. Docyt digitizes financial data, automates both income and expense workflows, continuously reconciles QuickBooks®, and generates real-time financial statements. That explains what we do, but here’s why it’s important. A complete, accurate, real-time financial picture empowers businesses to make timely and smart decisions so their business can thrive.
We are in full hyper growth mode and backed by some of Silicon Valley’s premier VC’s and most innovative and transformative thought leaders in the startup world. As we grow our team, we’re looking for candidates who aren’t afraid to challenge the status quo and are motivated to fundamentally disrupt the way we do business.
Requirements
Our sales team is seeking a seasoned Sales Operations specialist to contribute to our growing and talented sales team. Sales operations is the backbone of our sales team's success. We work cross functionally to optimize key processes and sales activities, and efficiently resolve contract, billing and reporting questions. Sales Operations team members will learn the entire business and become an expert in accounting automation.
Ultimately, the ideal candidate will have the ability to quickly switch gears between projects to accommodate our fast-paced environment and provide quick ticket problem-solving. Our culture is unique and hard to beat; we are hard-working, go-doers that also value the importance of maintaining a work/life balance for our team members.
What You’ll Do:
• Create and manage our CRM reports and dashboards to provide management with insightful data on sales, team performance and other core metrics
• Interface with
• Regularly audit our CRM opportunities to ensure data is accurately input and updated; maintaining proper data hygiene is a crucial priority
• Develop a strong understanding of Docyt’s products and services in order to support the sales team with quote and agreement generation
• Provide ad-hoc support to Sales Operations leadership to ensure operational gaps are closed and other departments have the tools, resources and data necessary to succeed
• Quickly adapt to changes in process and technology, and have the ability to drive company-wide adoption of newly implemented systems
• Can work with teams across the company to understand tracking / reporting needs and create effective solutions
• Demonstrate professional maturity and seek incremental feedback from key stakeholders to drive a more excellent result
What were looking for:
• This person will have 1-6 years of experience in core sales operations work
• Have prior experience creating sales contracts (understand terms of strategic sales and complex transaction structures)
• You will need to be a self-starter, ambitious and reliable that can also work collaboratively with key stakeholders in
• Excellent verbal and written communication skills with the ability to run structured meetings.
• Willingness and ability to adapt the rapid and business and organizational changes at a high growth startup
• Experience in the following but not required Google suite, Salesforce, SmartSheets, Tableau, etc.
• Analytical, strategic or conceptual thinking, strategic planning and execution skills
• Detail oriented and well organized, able to handle multiple projects simultaneously
We know that great work comes from great and inclusive teams. At Docyt, we specifically look for individuals with diverse strengths, skills and backgrounds and ideas. We believe that this gives us the competitive advantage to better serve our customers and mission, while helping us grow as a team and individuals.
Benefits
• High impact mission and purpose-driven team/culture
• Competitive salary
Perks are nice, but perks aren’t what makes Docyt an incredible place to work. It’s our mission, team and the opportunity to fundamentally disrupt the accounting world as we know it. At Docyt, we’re building a category-defining technology to solve some of the most fundamental pain points that companies of all sizes face on a daily basis. Our work compels us to show up each day for our customers and our teams, while feeling well supported in our benefits
