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Sales Research and Operations Specialist

Greater New York City Area Full Time

Personalized marketing campaigns are becoming an increasingly popular way to reach specific user segments and engage them efficiently. However, obtaining and analyzing the data necessary to create targeted campaigns requires large teams and an enormous amount of time. This is where Optimove comes into the picture.

Optimove is a marketing automation platform that uses advanced machine learning algorithms applied on behavioral data to segment your users into various personas.

Its technology then establishes which marketing strategy works best for each user type in order to successfully capture users' attention and drive them to perform a specific action.

Optimove users are able to create a personal connection with their customers and to better fulfill their specific needs. The result is a significant increase in retention and engagement and an upsurge in brand loyalty.

Job Description

The Sales Research and Operations Specialist will manage projects, research industries and provide technical and analytical support for Optimove’s global sales operations.


  • Strategizing around best practices for effective outbound sales process in working with the SDR teams and VP of Business Development, including account distribution between salespeople.
  • Sales Data Management: sourcing and inputting of target accounts and prospects into the CRM for the Optimove global sales team.
  • Daily upkeep and optimization of Optimove’s CRM platform.
  • Conferences/Trade Shows/ Events outbound strategy and execution.
  • Building elaborate and thorough monthly and quarterly performance reports for each salesperson and standardize this process around Optimove’s international offices.
  • Training new recruits for CRM and prospecting tools
  • Partnering with the global Growth Team on all systems and integrations.
  • Develop creative solutions to complex business problems around data collection, analysis, storage, and reporting
  • Implement workflows to automate sales processes and enhance organizational effectiveness
  • Build, track, and analyze reports to provide management with informed recommendations on lead optimization strategies
  • Responsible for data management and integrity in - including bulk uploads/updates, team compliance and deduplication


  • Education: Bachelor's Degree or equivalent at a minimum
  • Excel wizardry
  • Strong analytical and problem solving skills
  • Flexibility and ability to adapt to different systems and CRM tools
  • Experience with systems implementation

Character traits:

  • Autonomous, independent thinker and self-starting individual.
  • Critical thinking and eagerness to find solutions to complex problems with a commitment to further the growth of the company.
  • Enthusiastic about working in an international, intellectually stimulating and fast growing startup environment.
  • A sense of humor.

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