Lead Sales Strategy & Planning Analyst

UKG•,

15h•$102,300 - $147,050•Remote

About The Position

The role of the Sales Business Analyst is crucial in supporting UKG’s Sales teams, existing customer base, and the acquisition of new clients. This position involves conducting moderately complex analyses of business objectives, financial data, and the broader business landscape. Successful candidates must possess deep Sales partnership skills and proficiency in sales tools, as well as the ability to gather, analyze, and interpret a wide range of sales data to enhance sales performance. A thorough understanding of standard sales operations metrics is required, including insights into the sales process, sales cycle, conversion rates, and win rates.

Requirements

5+ years supporting VP+ level Sales Leaders in a SaaS company with a deep understanding of the sales cycle, forecasting methodologies, deal qualification and pipeline metrics
Passion to grow their role and desire to be a trusted business advisor to field leadership
Excellent judgment, interpersonal, communication skills, and follow-through
Excellent written and verbal communication, with active listening and summarization skills
Highly skilled in Excel, PowerBI, Microsoft suite, and Salesforce.com
Highly self-motivated, analytical with demonstrated problem solving, and have sound business decision making skills in a fast-paced environment
Proven ability to build credibility, trust, and rapport with stakeholders at all levels

Nice To Haves

Experience specifically supporting Enterprise Sales leaders and sellers with an understanding of Enterprise size business nuances and metrics.
Bachelor’s degree in business administration, Finance, Data Analytics, or a related field
Proficient in slideware creation in PowerPoint and presenting at an executive level
Excellent analytical and problem-solving skills
Familiarity and prior usage of Clari, MEDDPPIC
Ability to proactively influence, advise, and collaborate with teams
Experience working in a remote team environment and cross-functionally

Responsibilities

Work directly with Group Vice President to support business needs, strategic planning, in a proactive Chief of Staff type of capacity
Collaborating closely with Sales leaders to build, model & oversee sales territories specific to the Enterprise Retail vertical. This position entails the development of a structured process for handling transitions in account management, with assistance from the Account Governance Team for data-related requirements in Salesforce.
Conducting weekly forecasting sessions with sales representatives and leaders to identify forecast risk, opportunity, and overall health.
Serving as a trusted advisor and primary point of contact for the Group Vice President, Sales Vice President, and sales representatives, while addressing inquiries related to Salesforce and sales tools and managing ad-hoc data requests.
Ensuring the accuracy and integrity of sales and account data within Salesforce and other relevant systems.
Partner with members of the GTM function to provide program support for growth initiatives (i.e. Sales Plays, pipeline hygiene)
Providing guidance on best practices for Salesforce and facilitating training sessions for sales partners to promote consistent adoption of Salesforce tools.
Acting as a direct liaison between the sales and Salesforce systems teams.
Developing customized reports and dashboards in Clari and SFDC to support sales initiatives. Work with the GTM Advanced Analytics team and Finance to develop tools, dashboards, and workflows to improve efficiency and visibility
Managing and conducting audits on data, sales roles, users, and sharing rules utilized by the sales department.
Reviewing closed deals to verify data accuracy and ensure system alignment.
Offering system enablement and tool administrative support to the sales leadership team as needed.
Participating in ongoing auditing activities and month-end audits to ensure data accuracy and integrity.
Support Quarterly Business Review preparation and executive level slideware as needed