? The Sales Operations Analyst is responsible for the day-to-day activities required to support the sales team and related functional areas.
? The position is an important role in ensuring that pipeline management and forecasting is efficient, accurate and report ready in order to drive sales management and decision making from both an operational and a planning perspective.
? This position requires strong business acumen with emphasis on financial analysis and customer service.
? Essential Duties and Responsibilities include the following. Other duties may be assigned.
? Run daily, weekly, quarterly, & Annual bookings reports from multiple sales systems and reconcile data to produce results.
? Perform data analysis and research, with the ability to manipulate, analyze, and recognize business trends.
? Continually work to identify new opportunities to provide valuable metrics to the business.
? Assist with forecast roll-ups, pipeline, and trending reports.
? Assist in the creating of various KPI and QBR presentations with guidance from management.
? Manage ad-hocreporting requests and provide day to day support to the sales teams.
? Strive to consistently keep technical skills up to date by participating in training when needed.
? Manage territory alignment and sales team alignments - report out quarterly.
? Manage data integrity and cleanliness.
? Coordinate with the field teams to gather market intelligence and drive compliance with sales processes.
? Produce and publish a calendar of department deliverables - ensure we remain on target to those dates and that we have the required input from key stakeholders to hit these key dates; communicate to Sales Ops leadership if due dates are at risk with a plan of action to get back on track
? Manage forecasting data inputs, outputs and template with sales and work closely with the Product team, Finance and Procurement to provide accurate monthly forecasting
? To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
? The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
? Four-year college degree in business, accounting, finance or related field required
? Minimum of 2years?experience performing financial or data analysis
? Strong analytical and problem-solving skills required
? Expert level of usage of Microsoft Excel with strong ability to automate reports (pivots, vlookups, macros, etc.)
? Experience with Customer Relationship Management, Salesforce Automation Systems, & NetSuite preferred
? Excellent verbal and written communication skills
? Expertise in MS Office suite required
? Strong organizational and interpersonal skills required
? Ability to work well with others at all levels of the operation
? Ability to deal with a fast-paced dynamic environment
? Proven project management skills with multiple, complex projects
? Experiencesupporting several functional organizations; knowledge and understanding of key metrics driving a sales environment
? Understanding of the people, processes, technology issues within an enterprise level corporation.
? Understands how business process impacts reporting
? Strong multi-tasking skills to manage multiple projects under supervision