About the position
We are looking for an experienced Sales Operations Business Analyst, with finance experience, to join our team! The Sales Operations Sr Business Analyst is part of a dynamic team, within Global Business Finance, chartered with providing critically important support to North America Consulting sales teams. This role works cross functionally with several teams including Sales Leadership, Finance and Sales Compensation, providing key sales data and analysis to assist leadership in sound decision-making. In this position, you will drive weekly forecast calls and top deal data collection, assisting management in assessing risk and upside in deals and overall forecast. You will be responsible for consolidating forecast submissions as required by management and corporate, and providing analysis on Sales KPIs including forecast accuracy, pipeline quality, deal progression, software attach rate, and bookings linearity. Proactively monitoring and driving system clean up efforts to ensure quality and data accuracy of supporting sales data will be a key part of your responsibilities. You will prepare bi-weekly consulting to software attach analysis and build baseline PowerPoint slides by providing data analysis and key performance metrics to support leadership with their quarterly business reviews. Additionally, you will be accountable for the annual sales budgeting, territory and quota planning process, and recommend revisions to existing reports or assist in the development of new reporting tools as needed. As a key liaison to Business Operations, Finance, and Sales Compensation regarding bookings and sales credit, you will perform ad hoc reports and analysis as frequently requested by the executive team.
Responsibilities
- Drives weekly forecast calls and top deal data collection; assisting management in assessing risk and upside in deals and overall forecast.
- Responsible for consolidating forecast submissions as required by management and corporate.
- Provides analysis on Sales KPIs including forecast accuracy, pipeline quality, deal progression, software attach rate, and bookings linearity.
- Proactively monitors and drives system clean up efforts to ensure quality and data accuracy of supporting sales data.
- Prepares bi-weekly consulting to software attach analysis.
- Builds baseline PowerPoint slides with data analysis and key performance metrics to support leadership with their quarterly business reviews.
- Accountable for annual sales budgeting, territory and quota planning process.
- Recommends revisions to existing reports, or assists in the development of new reporting tools as needed.
- Assists management in tracking sales organization objectives and activities ensuring execution in a timely fashion.
- Key liaison to Business Operations, Finance, and Sales Compensation regarding bookings and sales credit.
- Performs ad hoc reports and analysis as frequently requested by executive team.
Requirements
- Minimum of eight (8) years of shown success in an operations, sales compensation or finance role.
- Strong forecasting skills/experience.
- Ability to collect, organize, and display data in spreadsheet format to generate insight to enhance sales force productivity and efficiency.
- Proven problem solving ability with experience providing practical business insights from large, complex data sets.
- Proven analytical ability combined with an attention to detail.
- An affinity to talking with numbers; inherent ability to quantify and support conclusions with data.
- Good oral and written communication skills with experience working with and presenting to senior management.
- Ability to efficiently and effectively facilitate and aim to meeting closure.
- Intermediate to Advanced Excel based modeling skills.
- Familiarity and working knowledge of Oracle Sales Cloud or other CRM systems preferred.
- B.S. or Master's Degree.
Nice-to-haves
- Familiarity with Oracle Sales Cloud or other CRM systems preferred.
Benefits
- Medical, dental, and vision insurance, including expert medical opinion.
- Short term disability and long term disability.
- Life insurance and AD&D.
- Supplemental life insurance (Employee/Spouse/Child).
- Health care and dependent care Flexible Spending Accounts.
- Pre-tax commuter and parking benefits.
- 401(k) Savings and Investment Plan with company match.
- Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position.
- Accrued Vacation is provided to all other employees eligible for vacation benefits.
- 11 paid holidays.
- Paid sick leave: 72 hours of paid sick leave upon date of hire.
- Paid parental leave.
- Adoption assistance.
- Employee Stock Purchase Plan.
- Financial planning and group legal.
- Voluntary benefits including auto, homeowner and pet insurance.
