ET) R0052590

Wolters Kluwer•Boston, MA

42d•$95,560 - $133,750•Hybrid

About The Position

The Senior Sales Operations Analyst supports and manages operational and administrative workflows and reporting for New Partnerships and Partnership Management (Sales). This position involves executing and optimizing key operational strategies and objectives as determined by the Director of Sales Operations and the VP Partnerships stakeholders respectively. From an operations perspective, this position requires extensive cross functional collaboration and subject matter expertise of departmental tools, processes, best practices and knowledge. This role involves developing and producing timely and accurate operational and financial reporting and dashboards. Importantly, a key responsibility is the administration and ongoing configuration (as required by the business) of the Sales section of the business unit CRMs (Salesforce). The Senior Sales Operations Analyst will also serve as the primary liaison between Sales and Legal, Finance, Marketing, and Enablement Business Partners.

Requirements

Serving as a Sales Operations Analyst within medium to large enterprise organizations developing and implementing operational procedures in a complex matrix environment.
Professional experience in a software development and services environment.
Salesforce: Develop and maintain KPI and Sales productivity and pipeline dashboards and reporting for Sales.
Education: Bachelor's degree required

Nice To Haves

A Minimum of 5 years of Legal/Compliance industry experience preferred.
Advanced in Tableau, Power BI, Microsoft Office (especially Excel and PowerPoint), MS Project and SharePoint proficiency.
Must be reliable and deadline oriented.
Data analysis skills sufficient to recognize data anomalies, problems and correct or recommend corrective action.
Strong interpersonal and communication skills.
Ability to work independently and as part of a team sufficient to accomplish Sales Operations objectives.
Must be detail oriented and a critical thinker and able to work without direct supervision.
Creative problem solving skills.
A passion for success of the overall enterprise.
MBA preferred

Responsibilities

Assist with account/territory transfers and quota adjustments
Runs territory optimization and deployment analytics and provides necessary input for annual territory/quota review
Document and communicate new processes to the sales organization
Helps identify specific targets within market sub-segments; prioritizes targeted opportunities for sellers
Works with Marketing to define Lead Maturation process; act as proprietor of the process
Identifies ways to automate and/or streamline manual processes; partners with other internal teams to optimize cross-functional workflows
Creation and maintenance of all Sales documentation relating to Partnerships.
Collaborate with Finance Business Partner for pricing worksheets, opportunity to order administration and deal financial modeling as related to recognized revenue timing and margin impact.
General Sales Support as needed
Perform other duties as assigned by sales operations management
Administer and implement sales automation policies and procedures for ensuring the security and integrity of the company's Salesforce.com data
Responsible for managing the sales process and change management process within Salesforce.com, as well as rebuilding new processes & applications as needed, database management and cleanup, uploads & exports, and support sales teams
Identify and implement new Salesforce.com functionality in conjunction with the SFDC Admin (both within the product and by integrating 3rd Party Applications) driving process efficiencies and new functionality
Provides training and support for users on the operational functions of Salesforce.com
On-board and training new employees on SalesForce.com and other sales processes
Manage and coordinate with the SFDC Admin all data loads to SFDC ensuring the accuracy and timeliness
Facilitate the delivery of ad hoc reporting for sales management
Assist sales management in the creation and modification of Tableau sales reports, custom SF Analytics or Power BI dashboards, and campaigns to meet business needs
Conducts analysis to understand health of CT Sales pipeline
Create pipeline reports and enforces rules of standardization to ensure for an accurate sales funnel
Other duties may apply as needed and required.