Associate Sales Operations Analyst 4

“Mindlance•San Jose, CA

About The Position

The Associate Sales Operations Analyst works with Sales Managers, Sales Operations, and Sales Insight to provide timely, accurate analytics that help sales teams manage their selling efforts. The role supports forecasting, pipeline analysis, and ad hoc reporting in a fast-paced, evolving sales environment requiring strong communication, multitasking, and deadline-management skills. The analyst works collaboratively with sales teams, colleagues, extended teams, and outside resources to ensure market analysis data is accurate. The role also supports sales-process improvements, deal structuring and closure, sales-order and approval processing, and account and territory selection for future planning. It addresses problems of moderate to complex scope by analyzing a variety of factors and exercising judgment within defined procedures and practices.

Requirements

  • 1–3 years of experience in Sales Operations, Finance, or another analytical role.
  • Bachelor's degree in Business or Finance.
  • Experience with financial and project data analysis.
  • Finance background, including familiarity with budgeting, capital expenditures, operating expenditures, depreciation, financial modeling, and ROI.
  • Expert-level Excel skills, including pivot tables and analysis.
  • Data modeling experience.
  • Metrics and data analytics experience.
  • Professional and executive-level PowerPoint skills.
  • Experience with reporting systems such as Tableau.
  • Excellent analytical skills.
  • Strong attention to detail.
  • Excellent communication skills.
  • Ability to create and maintain cross-functional relationships.
  • A can-do attitude and a strong internal sense of urgency.

Nice To Haves

  • Salesforce CRM experience.

Responsibilities

  • Provide sales analytics to sales representatives and managers, including pipeline analysis, best practices, pipeline efficiencies, and sales results.
  • Work with Sales Operations and Sales Managers to identify organizational pain points and stakeholders who can address them.
  • Collaborate to identify issues and solutions that improve business processes for sales teams.
  • Work with internal front- and back-office departments throughout each selling quarter to resolve open items and close deals, ensuring required paperwork is in place.
  • Support end-of-quarter sales efforts by driving sales orders and approvals through internal data-entry processing.
  • Assist the sales team with processing needs involving internal systems and processes, including Salesforce.com.
  • Assist with deal structuring to provide the best value for the company while maximizing quota attainment.
  • Share knowledge and best practices with other SOMs and help facilitate standardization across the sales organization.
  • Exercise judgment within defined procedures and practices to determine appropriate action.
  • Plan and implement account and territory selection projects to optimize the sales team for the next year's planning.
  • Work with extended teams and outside resources to ensure market analysis data.
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