Sales Operations Analyst

UPSTACK
·
Posted: 
July 31, 2023
·
Remote
Job Commitment
Full-time
Job Commitment
Mid Level
Job Function
Sales
Salary
N/A
Job Commitment
Full-time
Experience Level
Mid Level
Workplace Type
Remote
Job Function

This job is closed

We regret to inform you that the job you were interested in has now been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.

About the position

UPSTACK is seeking a motivated and experienced Sales Operations Analyst to support the Revenue Operations, Finance, Sales, Business Operations, and Marketing teams. This role involves developing and refining key reports and analytical insights to aid prioritization, execution, and data-driven business decisions. The Sales Operations Analyst will also be responsible for gathering inputs from various departments, improving report format and data integrity, and supporting ad hoc analytics requests. Additionally, they will partner with Sales and Operations leadership to define and govern key performance indicators (KPIs).

Responsibilities

- Develop prompt, accurate and insightful analysis and reporting of UPSTACK’s sales performance based on set criteria and metrics - Develop, refine, and validate key reports across the teams - Proactively improve report format and data integrity as the business evolves - Be the sales reporting and data subject expert, support integration of data from various systems into key reports, and data mapping exercises as needed during system migration - Gather and incorporate inputs from Sales, Customer Success, Business Operations, Finance, Marketing, Sales Enablement and Corporate Development - Develop weekly performance reporting across Sales and CS that tracks revenue growth and retention to be reported to the organization - Drive report simplification and consolidation; understand user requirements and business purposes of each report, improve usability and practicality of key reports - Support ad hoc analytics requests using SFDC, Tableau and advanced MS Excel - Design and host analytics training sessions on reporting intake process and outputs as needed - Partner and consult with Sales and Operations leadership on defining and governing KPIs

Requirements

- Minimal 3 years of Tableau and advanced MS Excel skills - Experience in sales operations analysis and reporting - Strong analytical and problem-solving skills - Ability to develop and refine key reports and analytical insights - Knowledge of data mapping and validation - Familiarity with SFDC (Salesforce) and Tableau for ad hoc analytics requests - Ability to gather and incorporate inputs from multiple teams and stakeholders - Strong communication and collaboration skills - Understanding of KPIs and ability to define and govern them - Experience in hosting analytics training sessions

Benefits

- Prompt, accurate, and insightful analysis and reporting of sales performance - Development, refinement, and validation of key reports - Improvement of report format and data integrity - Subject-matter expertise in sales reporting and data integration - Gathering and incorporation of inputs from various teams - Weekly performance reporting on revenue growth and retention - Simplification and consolidation of reports - Support for ad hoc analytics requests using SFDC, Tableau, and advanced MS Excel - Design and hosting of analytics training sessions - Partnership and consultation with sales and operations leadership on defining and governing KPIs - Minimal 3 years of Tableau and advanced MS Excel modeling - Minimal 3 years of performing business analytics - Ability to conduct sophisticated and creative analysis of complex data - Excellent analytical, mathematical, and problem-solving skills - Excellent listening, interpersonal, written, and oral communication skills - Attention to detail and ability to prioritize and execute tasks under pressure - Experience working in a team-oriented, collaborative environment - Bachelor's degree from an accredited four-year college or university - Exceptional core values and commitment to doing the right thing - Curiosity, resilience, and a "can-do" attitude - Motivated by winning and experience as a key contributor to winning teams - Willingness to challenge the status quo and find better ways to accomplish objectives - Collaboration and willingness to work on projects outside of normal responsibilities - Problem-solving and execution-focused mindset - Sharing fact-based opinions to improve product, process, and culture - Sharing industry best practices and learning from a diverse and cross-functional team.

Job Application Resources

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