Sales Operations
Who We Are:
Narmi transforms America’s financial institutions into digital-first institutions. Over the past three years, we’ve grown 100%+ year-over-year, have built and implemented multiple products and have established one of the highest net revenue retention (i.e. how much revenue increases from your existing customer base) metrics in our industry. This means our customers love us and want to buy more products from us.
Our award-winning digital banking and digital account opening platforms have moved millions of dollars and opened thousands of accounts since inception. In fact, the #1 online bank in the country (Radius Bank), leverages Narmi for their entire digital bank. Another Narmi customer - Berkshire Bank - partnered with Narmi to deliver the best customer onboarding program in the country.
Narmi's Co-Founders previously ran a financial institution as CEO and CTO so understand the challenges and needs of the market first-hand. This gives us a unique competitive advantage and heavily influences our product and engineering efforts.
Given Narmi’s success, we are excited to add a Sales Operations role to help the growing Sales Team. The Sales Operations role is responsible for the process, tools, and technologies that support the Sales and Marketing teams at Narmi. Our rapid growth has created a need to document policies and procedures, help improve efficiencies, assist with data management, act as a liaison with other departments, application management, generate reports, process contracts and more. The Sales Operations role is focused on assisting the Sales Team in a fast paced and dynamic environment.
Responsibilities
- Data Management: Manage and evaluate data for HubSpot, forecasting, pricing, margin analysis and tracking, etc.
- Contract Proposals: Generate contracts, NDAs, completing proposals, helping compile RFPs and RFIs, etc.
- Application Management: Produce data for the Sales and Marketing teams and oversee the use and license of various applications and platforms
- Training: Assist in the training and onboarding of new sales team members
- Manage and Establish Processes: In service of increasing the effectiveness and efficiency of the sales team. i.e., post and presales process, integration scoping process, commission tracking, SLA Process, pricing approval, etc.
- Liaise with other departments: Process SOWs, coordinate scoping calls, work with implementations to slot implementations, etc.
- Reporting: Manage and maintain various reports such as the master sales forecast
Requirements
- Strong Analytical skills
- Familiarity with Microsoft Excel, Powerpoint, Word and skilled at learning new technology tools (Slack, Hubspot, etc.)
- Demonstrated excellent written and verbal communication skills
- Ability to problem solve and "go the extra mile" without being asked
- Ability to work well in groups
- Ability to multitask
- Ability to manage and meet deadlines
- Experience in Financial Services is a plus
Benefits & Perks
- An extremely intelligent and capable team that you can learn from and contribute to
- Competitive salary
- Robust health benefits packages including access to a 401k and various medical, dental and vision plans, as well as fitness reimbursement
- Work from anywhere perk, student loan assistance and work from home allowance
- Regular company-wide social events
- Full transparency into company metrics, goals and future initiatives
We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups.