Sales Operations Analyst

BenefitMall   •  

Dallas, TX

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 32 days ago

The Role:

The senior sales operations analyst helps drive sales growth by maintaining and developing sales reporting and sales territories. Helping with the management of the opportunity pipeline and partner interactions. They create reports based on analysis of sales data and distribute the data to the sales organization and management on a timely basis.


  • Assess, examine and report on collected data to increase sales productivity
  • Provide tactical support to sales organization on lead routing, territory management in the CRM and sales reporting
  • Recommend changes to current sales techniques procedures or promotional efforts based on trends and mkt research
  • Act as a subject matter expert for CRM and support the sales organization with the tool, pertaining to sales process, territory management, data management and case management
  • Support marketing and sales vertical initiatives
  • Effectively deliver executive-level communication organization-wide for all programs impacting payroll sales
  • Champion and effectively measure sales process and field sales’ adherence to corporate processes
  • Provide sales support for National Sales Conference, Local Events and Tradeshows
  • Market visits and review of processes
  • Continuously learn from and collaborate with sales management on streamlining sales process and procedures
  • Ability to work long or irregular hours
  • Physical requirements include sitting or standing for up to 8 hours a day, close and distant vision and the ability to lift up to 25 lbs
  • Ability to travel if needed

Required Qualifications:

  • Bachelor’s Degree in Business or related field and a minimum of 5 years of related experience OR equivalent combination of education and experience
  • 2-5 years of sales, operations or marketing experience
  • Strong, Excel and PowerPoint proficiency
  • Solid relationship building skills with all levels of the organizations
  • Work in and contribute to a positive team environment
  • Manage multiple responsibilities simultaneously
  • Strong knowledge of Microsoft Office (Word, PowerPoint, Excel, Outlook, etc.)
  • Strong presentation, negotiation and communication skills
  • Strong oral and written communication skills
  • Strong organizational skills.