Sales and Marketing Operations specialist

Position Overview

This is a superb opportunity to support both sales and marketing units at a fast-growing software vendor based in Manhattan. You will be responsible for managing the internal CRM system, acquiring and porting lead information, training users (training provided), drafting RFPs, building PowerPoint presentations, and reporting via Excel. Reporting to the VP of Global Operations (and occasionally a remote manager), you must be an exceptionally strong time manager with a proven ability to make independent decisions.

Key Responsibilities

• Manage and maintain the internal CRM system, including data acquisition and lead porting.
• Train and support users on the CRM system.
• Draft RFPs and build impactful PowerPoint presentations.
• Generate reports using Excel and provide administrative support to sales and marketing teams.

Required Qualifications

• Demonstrated experience in managing an internal CRM system.
• Proven ability to acquire, port, and manage lead data.
• Experience in training users on CRM systems.
• Background in drafting RFPs, building PowerPoint presentations, and creating Excel-based reports.
• Prior experience within the software industry and excellent decision-making and time management skills.