Senior Director Sales Operations

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ABOUT US: 

At Expert Institute, we are pioneers and disruptors in the legal space. Simply put, we pair attorneys with the perfect expert witnesses to win high-stakes cases and be the hero for the people, families, and businesses they serve.

In our history, we have had a helping hand in billions of dollars in settlements and verdicts for our clients. We have helped all kinds of litigators work on all types of cases including many national headline cases involving well-known brands like Google, Uber, Microsoft, Facebook, the NFL, the MLB and many others

We have an entrepreneurial mindset the same as our clients which means our business model is calculated, fast-paced, and highly efficient. Our marketing engine is second to none and generates 100s of new inbound leads weekly. Once an attorney on any case speaks with us, we immediately help them consult with industry specialists and key opinion leaders to educate and inform them while navigating through any theory of liability, causation, and damages.

We are seeking an entrepreneurial individual with a data-driven mindset and a strong sales operations background to join our team as Director, Sales Operations. This role will have total ownership in developing and implementing scalable processes that increase the effectiveness and productivity of the sales function. You will work closely with the SVP of Sales to assess the needs and strategy of the Business Development, Marketing and Senior Leadership teams to create quality reports, insights and actionable, data-backed solutions.

ABOUT THE POSITION:

As Director, Sales Operations, you will use your understanding of business analytics, sales processes and data management to run the systems and operations of the sales team. You will use your advanced knowledge of Salesforce to shape the future of the company’s sales process. In addition, you will implement strategic technologies to build our tech stack. Your sales operations initiatives will assist in scaling a team of sales professionals across the country. 

  • Sales Metrics & KPIs: Own the sales metrics and gather insights, interpret data, and share the implications.
  • Forecasting & Strategic Planning: Analyze trends to help the company make informed decisions about creating new business and retaining existing clients.
  • Process Improvement: Recognize opportunities that add business value then collaborate with internal leaders to streamline processes.
  • Reporting Infrastructure: Create dashboards and quality reports that increase visibility into sales processes and address the needs of business partners.
  • Performance Incentives: Create effective performance-based incentives for different levels of our sales team.

ABOUT YOU:

  • Bachelor’s degree or higher with an emphasis on Business/Marketing, MIS, Analytics or related field.
  • 3-5+ years of sales operations experience in a successful SaaS-based business required
  • Advanced experience using Salesforce.com.
  • Ability to work independently with limited direction in a fast-paced, changing environment.
  • In-depth experience constructing complex Excel-based models such as sales territory optimization models, incentive plans, quota setting, and key performance indicators.
  • Strong communication skills and the ability to translate complex analysis into a simple and actionable explanation.
  • Desire to build and lead a future sales operations team.
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Technology we use

  • Engineering
  • Sales & Marketing
    • CSSLanguages
    • JavascriptLanguages
    • SqlLanguages
    • HTMLLanguages
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • Google Cloud SDKLibraries
    • Sequelize ORMLibraries
    • AngularFrameworks
    • ExpressFrameworks
    • PostgreSQLDatabases
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • SalesforceCRM
    • Segment.ioCRM
    • MailChimpEmail

Location

The Financial District (FiDi) is the financial and historical heart of New York City. Our office is located right on Wall Street, with easy access to subway lines and ferries.

An Insider's view of Expert Institute

What are some social events your company does?

During my time at Expert Institute, I've been a part of some awesome social events. I've been able to admire the Statue of Liberty during a boat cruise, master the nuances of wine and cheese virtually, and receive expert advice during our golf outing. These sponsored events offer something for everyone and I get to know my colleagues even better!

Meredith

Associate Director, Medical Research Operations

What's the biggest problem your team is solving?

Every day, attorneys come to us to source experts to assist with their cases. Each case has unique challenges to overcome, whether it's the expert specialty, case theory, or jurisdiction requirements. Our team speaks with attorneys to learn more about their cases and experts in various industries to find the most suitable expert for these cases

Celia

Director, Multidisciplinary Research

How does the company support your career growth?

Although we all have recurring daily responsibilities, Expert Institute encourages us to grow and refine our skills by getting involved in different and new initiatives. Continually learning and exploring new ways to optimize processes and solve challenges is ingrained into the culture here at EI!

Jason

Manager, Strategy & Analytics

What is your vision for the company?

I envision the company expanding tremendously, keeping and growing its lead in the legal tech/services marketplace. In the years to come we'll remain the preeminent provider of expert access, while continuing to build out the best data & analytics on experts & intelligence on case types that help our clients achieve the best outcomes possible.

Bill

President

What are Expert Institute Perks + Benefits

Expert Institute Benefits Overview

Expert Institute provides generous benefits to all employees, as well as competitive salaries and bonus compensation. Our benefits include medical, dental, and vision insurance, commuter benefits, 401(k) with employer match, generous parental leave, as well as free snacks and after-hours activities.

Culture
Volunteer in local community
Expert Institute is a top fundraiser for the Making Strides Against Breast Cancer walk in MKE and is just one of several fundraisers EI participates in throughout the year!
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Pet friendly
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program

Additional Perks + Benefits

At Expert Institute, you will surround yourself with great people that do great things together. Sports leagues. Happy hours. Volunteer work. Not to mention an intellectual atmosphere that makes every day a new experience.

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