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Sales and Marketing Operations Specialist

V2 Strategic Advisors – New York, NY

Sales and Marketing Operations Specialist

V2 is a boutique management and technology consultancy headquartered in New York City with offices in the U.S. and Latin America. We uniquely combine management consulting, Salesforce expertise and deep technology skills with an industry-focused approach. We have been a partner for 10+ years and work with prominent global brands, solving strategic and operational challenges through a focused and agile approach.

We are seeking a Sales Operations Specialist to join our global team. In this position, you will work closely with our CEO to drive increased levels of communication and efficiencies across V2, as well as to support key sales and marketing initiatives. You will have both intellectually challenging and meaningful opportunities to be a key player while building your career at a rapidly expanding, global management and technology consultancy.


Teamwork / Culture - Our boutique culture is refreshing. Start and end your workday with a group of incredibly talented, growth-minded people who embrace humility, teamwork, and a common set of core values. We believe that great technology, platforms, and processes are created by great people. We enthusiastically cultivate a culture of doing and reward people who produce results. Our clients consistently praise the way we work and the results we deliver with integrity. Its energizing to be part of a winning team.

Your Day - We operate with a mixed virtual and office environment model to focus on results and reduce commute time. We leverage best-in-class Cloud technologies like Slack, G Suite, Zoom, Todoist, Lucidchart, Okta, and Salesforce.

Growth - Experience continuous mentorship and growth via V2s unique JPC program. The JPC program supports each V2 team member in realizing growth and balance, spanning Job, Personal Life and Career. As part of our recruitment process, you will begin to build an individualized JPC plan and starting your first week at V2, we will provide growth opportunities through individually tailored or group JPC trainings. Collaborative bi-annual reviews focused on past and future growth in key focus areas ensure more structured feedback in addition to weekly mentoring with your manager.


Sales Operations

  • Work directly with Sales Executive on sales-focused initiatives such as identifying new markets, partnership opportunities or revenue opportunities

  • Perform research on prospect accounts and key industry trends within Salesforce eco-system

  • Conduct key activities to support end-to-end sales cycles and assist with the creation of budgetary estimates and proposals

  • Aggregate and analyze metrics and key performance indicators around sales and marketing activities

  • Create, manage and analyze key data via Salesforce reports and dashboards, Excel/Google Sheets and Einstein Analytics for the executive team to drive business decisions around sales and marketing

  • Assist with cleansing and maintaining of Salesforce database

  • Support Sales Executive in preparation for sales meetings by communicating the expectations to meeting attendees, establish clear action items and follow-up on deliverables as needed

  • Maintain and organize various sales materials including slide decks and product demos

  • Support contracts workflow including centralized management of client-related contracts

  • Create and maintain Sales Department policies, procedures, training manuals, and other sales-related resource material

Marketing Operations

  • Help devise and execute a multi-channel marketing strategy to include competitive analysis, creation of content such as blog posts and social media posts as well as assist with PR messaging.

  • Assist with generation and publishing of various digital sales related materials such as services one-pages, email campaigns, blogs, etc.

  • Participate in devising, executing and analyzing sales/marketing campaigns aimed to generate leads and/or enhance V2s brand

  • Assist with maintaining company website and key social media site profiles.

  • Continuously stay on top of the marketing technology industry, manage marketing automation tools and inbound marketing efforts

  • Conduct client, competitor, and services/product research in order to influence sales/marketing strategy

Desired Capabilities and Experience

  • Minimum three (3) years of professional experience, ideally in sales or marketing operations capacity

  • Experience using Salesforce and/or knowledge of the Salesforce ecosystem preferred

  • Experience and level of comfort interacting with internal and external executives

  • Knowledge, capabilities and passion for utilizing and learning new technologies

  • Success operating in fast-paced environments

  • Strong organization and communication skills (oral and written)

  • Consistent punctuality and high-level of responsiveness

  • Ability to receive and apply constructive criticism and to manage conflict in professionally mature manner

  • Self-motivated problem-solver and ability to overcome hurdles with minimal guidance

  • Strong organizational, task and project management skills

  • Excellent analytical skills

  • Teamwork and collaboration skills

  • High energy and a can do attitude


Above all, we are looking for a fit. If you think V2 may be a good place for you to contribute and grow, please send us a personalized message outlining why you think V2 may be a good fit for you. We will invest a lot of energy getting to know you and outlining in a transparent fashion why V2 may or may not be your best career option.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with V2 Strategic Advisors (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status).

This job posting is no longer available on OPTnation.
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