Sales Operations Analyst - Salesforce Reporting

About This Role

JOB SUMMARY

The Sales Operations Analyst works closely with stakeholders across functions to help with data reporting and analysis to support strategic initiatives that boost revenue, drive operations, and improve efficiency for continuous growth. Supports the management of the CRM system and data, with emphasis on proper documentation and reporting on activity metrics. The analyst provides revenue, sales, and retention analysis and data liquidity across business systems. The analyst works cross functionally with team members to advance the strategic analysis needed to drive business decisions and performance.

Essential Duties and Responsibilities

• Create monthly sales, marketing, channel, and client success operational reporting
• Work with functional leaders to identify sources of required information and develop processes to extract to analyze performance and provide summary results
• Identify, assemble, analyze, and track metrics and derive/communicate insights
• Develop consistent reporting frameworks to analyze data sources
• Interface with colleagues to develop and implement processes, standardized reports, and other operational improvements
• Support technology\-related project efforts to improve operational efficiency, support sales operations initiatives and enhance business processes
• Support management and proper documentation within the company’s technology business systems: CRM, ERP, etc.
• Update KPI's and other reports to help business leaders make informed strategic decisions
• Perform ad\-hoc analyses as needed

Knowledge \& Requirements

• Distinctive analysis skills, ability to use quantitative analysis to derive at qualitative insights
• Demonstrates ability to determine and manage, time, and scope of concurrent projects and priorities
• Experience with Salesforce or similar CRM platform capabilities
• Experience with Netsuite or similar CRM or ERP system
• Familiarity with best practices in lead generation, sales activities, and account management metrics and KPIs
• Familiarity with variable compensation and sales incentive plans
• Must have experience with data analysis and business intelligence applications
• Must be proficient in Microsoft Office suite of products, including strong knowledge of excel
• Possess excellent written and verbal communication skills
• Ability to handle the pressure of meeting tight deadlines and adapt to rapidly changing priorities

Education \& Experience Requirements

• Minimum years of work experience: 5 years
• Minimum level of education or education or experience: Bachelors Degree or equivalent work experience

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee

to successfully perform the essential functions of this job

• Frequent sitting in stationary position at a desk
• Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs
• Occasional twisting of body
• Occasional reaching by extending hands and arms in any direction
• Occasional lifting, pulling, or pushing

What’s In It For You?

• Medical, Dental and Vision Plans
• Voluntary Benefits
• HSA \& FSA
• Fertility \& Family Planning Benefits
• Paid Parental Leave
• Adoption Assistance Program
• Employee Resource Groups
• Flex PTO for Exempt Associates \& up to 15 PTO days in first year of employment for non exempt associates
• 11 Paid Holidays
• Corporate Wellness Program
• 401(k) plan offering both pretax and Roth contributions, plus an employer match

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