Sales Operations Senior Associate

Baker Tilly•San Francisco, CA

10h•$67,060 - $127,120•Hybrid

About The Position

We are seeking an experienced Sales Operations Senior Associate to join our growing team. In this role, you will focus on reporting and analytics, data management, sales performance, forecasting, development of presentation materials, sales processes, and expense management. Your expertise will help improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to work collaboratively with cross-functional teams. Must be detail- oriented, a strategic thinker, and bring a proactive approach to the position. This role will report into the Professional Sales Organization while supporting their respective geographic region.

Requirements

Bachelor’s degree
Minimum of 3+ years of experience in sales operations or a related role.
Strong proficiency in CRM tools, Salesforce preferred.
Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations.
Pipeline management and revenue forecasting experience.
Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
Ability to maintain data integrity, consistency, and quality in a fast-paced environment.
Must have strong communication skills, sense of urgency, and willingness to take initiative
Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines.
Exceptional organizational and time-management skills.
Ability to work in a remote or hybrid environment.

Nice To Haves

Experience with Power BI a plus.

Responsibilities

Support the business with reporting and analytics.
Collect, analyze, and interpret sales data to provide actionable insights and support decision-making.
Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement.
Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders.
Manage sales data, ensuring accuracy and completeness in Salesforce.
Reinforce data hygiene best practices.
Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities.
Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards.
Monitor sales-related expenses, ensuring alignment with budgets and financial targets.
Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency.
Assist in the territory planning and/or target setting process as needed.
Ensure territory maps, account assignments, and targets are maintained properly.
Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals.