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 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours. Our key products include :

Ideals Virtual Data Room (VDR) : A secure, cloud-based platform for sharing confidential documents during due diligence, fundraising, M&A, legal transactions, and other business-critical workflows.

Ideals Board : A platform for boards and executive teams to streamline governance and enhance decision-making in a fast, secure, and compliant way.

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

Nice to have

Our assessment process

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

For your growth

For your well-being

Extra perks

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.

Skills Required

Lead Generation, Sales Operations, Tableau, Crm, Sql