Sales Optimization Manager

Posted 11 Days Ago
Be an Early Applicant
Winston-Salem, NC
Mid level
Fintech • Information Technology • Analytics
The Role
The Sales Optimization Manager oversees sales proposal processes, collaborates with cross-functional teams, and delivers training while managing various projects to achieve strategic goals.
Summary Generated by Built In

The Sales Optimization Manager provides thought leadership, strategic planning, and executional support to sales teams and leadership, ensuring the delivery of impactful, client-focused materials and approaches. Collaborating with cross-functional teams, the Sales Optimization Manager oversees the sales proposal process, including authoring and editing client documents, contributing to strategic planning, training creation, and managing a range of specialized projects. The role requires expertise in Inmar’s comprehensive suite of services, operating within a fast-paced, deadline-driven environment.
The Sales Optimization Manager serves as a vital link between Sales, Marketing, and Operations teams, ensuring efficient workflows, data accuracy, and alignment with strategic goals. Exceptional organizational skills, innovation, cross-functional collaboration, and a strong understanding of Inmar’s product and service suite are essential for success.
The incumbent must be able to work from the Winston-Salem, NC office on a hybrid basis.

Primary Accountabilities: 

Strategic (30%)

  • Develop expertise in a focus area of Inmar's suite of products/solutions, including competitive intelligence, while maintaining a holistic understanding of all solutions.
  • Craft data-driven selling stories and pitches that are client specific, utilizing existing product marketing materials across verticals. Incorporate selling opportunities into the client business review process.
  • Consult with sellers on meeting goals, sales stage, client situation, and strategy; utilize product and material knowledge to curate and recommend sales materials.
  • Support strategic initiatives like top-to-top meetings, executive summaries, and campaigns.
  • Build strategic relationships with senior leadership, sales leaders, SME’s to design and develop high-quality effective training to engage learners in acquiring product knowledge, sales skills, sales tool competencies, best practices in selling, etc. 
  • Co-create and collaborate with sales, creative, and other teams to incorporate creative strategy
  • Promote collaboration, partnership, and relationships among stakeholders on all projects.

Project Management (30%)

  • Manage projects such as RFPs/RFIs, business reviews, custom presentations, and other sales deliverables ensuring timely and accurate delivery.
  • Coordinate cross-functional deliverables, including timelines for sales training and onboarding support.
  • Demonstrate strong meeting facilitation skills, setting clear agenda and ensuring participant alignment on the next step.
  • Facilitate meetings with clear agendas, fostering alignment and ensuring actionable outcomes.
  • Oversee execution of government-related projects and intricate proposals, ensuring compliance and accuracy.
  • Facilitate lesson planning and training project management for the Sales team.
  • Identify opportunities for process improvements, recommending best-in-class methodologies to streamline operations and enhance efficiency.

Creative & Design (20%)

  • Design compelling sales presentations with impactful visualizations and business insights. Brainstorm client solution ideas that highlight/showcase Inmar products. 
  • Collaborate with cross-functional teams to brainstorm and develop innovative solutions showcasing Inmar products and services.
    Customize materials for client-specific needs, including flowcharts, pricing decks, and tour presentations.
  • Contribute to special creative projects, such as event materials and executive-level presentations incorporating a vision for design elements. 
  • Participate in the creation and curation of educational content, including instructional guides, eLearning modules, presentation decks, and other multimedia materials tailored to specific teams.
  • Contribute to the design of interactive and engaging learning experiences to improve knowledge retention and skill application.
  • Ensure that all training materials align with organizational goals, brand standards, and industry best practices.

Leadership (10%)

  • Provide feedback on team deliverables, including special event support and strategic project initiatives.
  • Assist with developing training and learning resources for internal teams by collaborating with subject matter experts, team leads, and stakeholders to identify skill gaps and training needs across various departments.
  • Promote best practices and facilitate onboarding for new team members.
  • Assist manager with team training and development of programs and sharing of best practices.

Administrative (10%)

  • Create training documentation and learning needs analysis; recommend strategies; create project plans; manage timelines; develop objectives; create curriculum, assessments and surveys; and track results.
  • Utilize tools such as learning management systems (LMS), video editing software, or collaboration platforms to produce and distribute resources efficiently.
  • Support the maintenance and updating of a centralized repository of learning materials for easy access by team members.
  • Regularly gather feedback from internal teams to refine and enhance training content, ensuring it remains relevant and effective.

Required Qualifications: 

  •  Bachelor’s Degree required 
  • 3-5 years of related work experience, or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position
  • Project Management experience strongly preferred
  • Experience with complex data visualization and insights development strongly preferred
  • Advanced experience working with the following software programs:    
    Google Suite
    Google Drive
  • Proficiency working with the following software programs:    
    Google Meet
    Microsoft PowerPoint
    Microsoft Excel
    Articulate
    Monday.com
    Salesforce CRM
  • Baseline knowledge working in, accessing raw-data file outputs
  • Demonstrated excellence in writing skills, with high attention to detail and emphasis on accuracy, data visualization, and insight development

 

Individual Competencies:

  • Research: Strong ability to research topics and synthesize information into concise recommendations and reports
  • Influence: Persuades or convinces others to support an idea, agenda, or direction through establishing credibility, using data and facts for support. Directly address a person's concerns or issues and make connections.
  • Authenticity: Builds legitimacy by being positive, trustworthy, and promoting openness through honest and ethical relationships.
  • Innovative: Ability to develop, sponsor, or support the introduction of new and improved methods, products, procedures or technologies.
  • Urgency: Maintains a sense of urgency to complete tasks and accomplish goals. Proactively works through problems and keeps initiatives moving forward despite challenges
  • Organizational/Multitasking Skills: Ability to maintain organization on multiple tasks and projects simultaneously in a high-pressure, timeline-driven environment
  • Customer Service Oriented: Willingness to support and provide excellent service to our Sales partners
  • Adaptable: Responds to change with a willingness to learn new ways to accomplish work objectives with a positive attitude.
  • Teamwork: Builds relationships and works cooperatively with others, inside and outside the organization, to accomplish objectives, leverage information and achieve results.
  • Communication: Ability to give and receive messages and information in written, oral, and visual formats in a clear and succinct way for a complete understanding of meaning and intent. Strong oral communication skills and ability to interact successfully and collaboratively with others
  • Accountability: Sets clear goals, objectives, expectations, and responsibilities and monitors the process, progress and results to hold self and others accountable for measurable actions and results.

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

While performing the duties of this job, the associate is:  

  • Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
  • Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.
  • Occasionally required to stand, kneel or stoop, and lift and/or move up to ## pounds.
  • Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.

Safety:

  • Support a safe work environment by following safety rules and regulations and reporting all safety hazards.

As an Inmar Associate, you:

  • Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations. 
  • Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client. 
  • Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually-beneficial partnerships, leverage information and achieve results. 
  • Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability. 
  • Understand that results are important and focus on turning mission into action to achieve results following the principles of Agile Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.

#LI-MS1

We are an Equal Opportunity Employer, including disability/vets.

This position is not eligible for student visa sponsorship, including F-1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.

Top Skills

Articulate
Google Drive
Google Meet
Google Suite
Excel
Microsoft Powerpoint
Monday.Com
Salesforce CRM
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The Company
HQ: Winston-Salem, NC
2,044 Employees
On-site Workplace
Year Founded: 1980

What We Do

We reimagine everyday business challenges through advanced analytics, technology-enabled and market-driven solutions built to solve some of industries’ biggest obstacles to growth. Inmar Intelligence’s customer-centric approach is evident through our success helping companies dynamically engage audiences, build brand loyalty, create efficiencies and drive profitable growth.

We help leading Fortune 500 companies and emerging brands stay relevant and propel growth while providing their consumers with personalized and precision-driven tools to save money, improve health and safety, and more conveniently go about their lives.

For more than 35 years, we have served retailers, manufacturers, healthcare providers, government and employers as their trusted intermediary and helped them redefine innovation.

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