Sales Operations Analyst
About The Position
The Sales Operations Analyst position will focus on the technical aspects of our sales team. Reporting to the Sales Operations Manager, this role will work alongside our Sales Operations and Technology Teams to manage and respond to tickets and troubleshoot technical issues with Salesforce and our other sales tools, support the creation of various technical SOP’s related to sales processes, administer and approve new products and product update requests on behalf of the Sales Team, and provide support with sales reporting/analytics capabilities. This individual will also collaborate closely with the Senior Sales Operations & Compensation Analyst to provide support with administering sales commissions. We’re looking for a passionate individual who is prepared to use their technical abilities and strong attention to detail to improve the functions of our sales team.
Requirements
- 3+ years of experience in sales strategy/operations, sales analytics, revenue operations, finance, or related field
- Proficient skills in Microsoft Office Suite including PowerPoint, Word, and intermediate/advanced Excel functions such as pivot tables and Vlookups
- Proficient with Salesforce functionality including the creation of new reports and dashboards
- Detail-oriented
- Self-motivated
- Ability to work both independently and collaboratively
- Ability to efficiently multi-task in a fast-paced environment
- Desire to grow within IT, Sales Operations, or Revenue Operations
- Bachelor’s degree
Nice To Haves
- Experience with other CRM and data tools preferred but not required (HubSpot, Netsuite/Oracle, Salesloft, Highspot, CaptivateIQ)
Responsibilities
- Run and distribute advanced and complex reports to the sales team and supporting teams as needed
- Create / maintain complex reports and dashboards
- Review and process product submissions for new product creations, product deactivations and product update requests
- Complete deep dive analysis on problems
- Triage tickets/cases to the Technology Team after completing a technical evaluation of the business problem and potential solutions to help escalate defects to avoid negative impacts to the business
- Proactively support users regarding system (Salesforce)
- Follow up on high priority issues (bugs/fixes and enhancements)
- Review and follow up on support tickets to ensure timely resolution
- Attend and participate in weekly ticket prioritization meetings with Technology Salesforce Team
- Attend and participate in weekly Sales Operations Team meetings
- Support the technical rollout of new processes and applications and UAT testing
- Create and maintain SOP documentation for the sales team as needed
- Proactively monitor data quality and help maintain accurate system information
- Proactively monitor all request/issues report received via communication channels
- Create cases for the Sales Operations team based on submitted inquiries
- Complete regular data entry and data loads to update records
- Collaborate cross-departmentally to come to agreeable solutions to complex problems
- Support the Senior Sales Operations & Compensations Analyst with administering sales commissions, including support with creating new users and updating hierarchies in commissions system (CaptivateIQ)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
