Lead Sales Operations Analyst

Citrix

$134K — $201K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree/MBA in Business Administration, Engineering, IT, or related field
  • 3-5 years of Operations experience
  • 2-4 years in a process improvement role
  • Strong analytical skills
  • Consulting experience preferred
  • Knowledge of Oracle CRM system
  • Ability to communicate effectively with executives and teams

Responsibilities

  • Analyze and structure complex sales transactions
  • Evaluate deal profitability, risk, and compliance
  • Oversee and train other analysts in the deal desk
  • Guide sales teams on deal structuring, pricing, and approvals
  • Coordinate cross-functional approvals and issue resolution
  • Streamline deal desk processes to improve efficiency
  • Analyze deal data and create performance reports

Benefits

  • Access to healthcare
  • Life insurance and disability benefits
  • 401(k) plan with company match
  • Opportunities for annual bonuses and sales incentives
Full Job Description
Primary Duties / Responsibilities:

  • Analyzing and structuring complex sales transactions to align with company policies and customer needs.
  • Evaluating deal profitability, risk, and compliance.
  • Oversight of other analysts, and for training and process improvement within the deal desk itself.
  • Providing guidance and support to sales teams on deal structuring, pricing, and approvals.
  • Working closely with sales, finance, legal, sales operations, and other departments to ensure deal is structured according to corporate policies.
  • Coordinating approvals and resolving issues cross functionally
  • Streamlining deal desk processes and workflows to improve efficiency and reduce sales cycle times.
  • Identifying and implementing best practices for deal management.
  • Analyzing deal data, and creating reports to provide insight into deal pipeline and performance.
  • Ensuring deals comply with company policies, legal requirements, and revenue recognition standards.
  • Identifying and mitigating potential risks associated with deals.
  • Work with a sense of urgency and quickly identify root cause of issues in process, policy, system, data and engage with functional owners to resolve.
  • Collect data and information to further standardize the deal formation process. Identify opportunities to automate elements of the deal desk and improve operational execution.


Preferred Qualifications:

Knowledge, skills, abilities, and related work experience

  • Ability to interact effectively with executives, functional peer groups and subordinates to gain commitment and cooperation from others, especially those in other departments with competing priorities
  • Excellent oral and written communications skills, as well as excellent presentation skills; ability to lead meetings internally and externally and executive briefings. Often takes a leading role in senior level presentations with management teams
  • Ability to manage multiple initiatives in parallel
  • Understanding of cross functional process knowledge to drive efficiency into quote to cash processes
  • Strives to improve performance and to have a significant impact on department's success
  • Demonstrates strong analytical skills
  • Articulate compelling qualitative and quantitative business cases for process improvement
  • Effectively gives direction to team members to accomplish complex deals

Functional/Technical (education, certifications, and training)

  • Bachelor's degree/MBA from an accredited college/university in Business Administration, Engineering, IT, or a related field
  • 3-5 years of Operations experience
  • 2-4 years of experience in a process improvement focused environment
  • Consulting experience preferred
  • Knowledge of Oracle CRM system


Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance.NY generally ranges: $128,455-$192,682CA generally ranges: $134,040-$201,060All other locations fall under our General State range: $111,700-$167,550Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. U.S. based employees are typically offered access to healthcare, life insurance and disability benefits, 401(k) plan and company match, among others. This requisition has no specific deadline for completion.

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