Lead Sales Operations Analyst

cloud software group•San Ramon, CA

1d•$128,455 - $192,682

About The Position

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.

Requirements

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
Knowledge of Oracle CRM system

Nice To Haves

Consulting experience preferred
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

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.