June 7, 2018
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What does a great Sales Operations, Consultant do?

The Sales Operations function is charged with improving sales performance through better processes, technology and methodologies. The role is twofold:

1. Provide direct support to the sales leadership team that enables them to more effectively lead their teams, increase the rate of adoption of the Fiserv Way of Selling and sales best practices, and spend more time in the field.

2. Provide significant contribution and support to major Sales Operations initiatives.


•Be initial point of contact for all (“eCRM) reporting requests, issues, dashboards, etc.

•Liaison with eCRM reporting team on reports and latest updates

•Develop and handle monthly management and sales reporting and work to improve it and transition to a more user-friendly dashboard environment

•Communicate effectively with sales leadership to identify and address areas for improvement within their respective teams and assist them where needed with internal meeting preparation, territory analysis, and sales executive level reporting

•Proactively collect and share best practices – identify strategy and tactics that are working for one sales leader or sales executive and share them with others

•Support the sales forecasting process, as appropriate

•Participate in planning and execution of major Sales Operations initiatives

•Work with contracts administration team as needed

•Work in partnership with other individuals and groups within Card Services/GSO. These may include Finance, GMs, GSO, Product, Marketing, Professional Services, etc.

•Assist Director of Sales Operations and Sales Leader with monthly operations reviews, deep dive reporting, sales kick off, quarterly business reviews, annual budget, and long range planning, as appropriate


-  Bachelor’s Degree or equivalent experience


•2 to 4 years of experience in a sales operations role in a payments environment or comparable B2B industry (Consulting, Financial Services) preferred

•Salesforce or similar CRM experience required with ability to create queries and reports

•Demonstrated comfort working in a cross-functional, matrix-oriented environment

•Experience indicating an understanding of the sales process and the support needs of a sales organization

•Demonstrated understanding of key sales performance metrics and processes (pipeline, forecasting, demand generation, etc.)

•Proven ability to work well with and support senior leaders

•Deep understanding of business process management best practices, documentation, and measuring continuous improvement


•Ability to effectively prioritize and multi-task

•Ability to distill loosely defined problems, identify potential approaches and execute solutions

•Strong analytical skills

•Confident and highly communicative, with excellent business insight and a willingness to challenge others or propose changes

•Very strong skill level with Microsoft Office, especially Excel

•Strong organizational skills and attention to detail

•Positive relationship building skills

•Strong communications skills (written and oral)

•Strong project and time management skills

•Ability to travel as appropriate (estimated at less than 25%)

Fiserv is an Equal Opportunity Employer/Disability/Vet.

This employer requires you to apply directly on their site. Click Here to Apply. 

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