Lead Sales Operations Analyst

Cloud Software Group•Lake Mary, CA

About The Position

This role involves analyzing and structuring complex sales transactions to ensure alignment with company policies and customer needs. The analyst will evaluate deal profitability, risk, and compliance, and provide oversight and training to other analysts within the deal desk. A key aspect of the position is guiding sales teams on deal structuring, pricing, and approvals, and collaborating with various departments including sales, finance, legal, and sales operations to ensure adherence to corporate policies. The role also focuses on streamlining deal desk processes to improve efficiency and reduce sales cycle times, identifying and implementing best practices, and analyzing deal data to provide insights into pipeline and performance. Ensuring compliance with company policies, legal requirements, and revenue recognition standards, as well as identifying and mitigating potential risks, are critical. The analyst will work with a sense of urgency to resolve issues in process, policy, system, or data by engaging with functional owners, and will collect data to standardize the deal formation process. Identifying opportunities for automation and operational improvement within the deal desk is also a key responsibility.

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
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

Nice To Haves

Consulting experience preferred
Knowledge of Oracle CRM system

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.