Sr Sales Operations Analyst

ServiceNow•West Palm Beach, FL

1d•Hybrid

About The Position

This role supports Sales Management in the weekly roll-up of their forecast by attending and participating in all forecast meetings. It involves performing pipeline reviews, establishing best practices and methodologies for forecast accuracy, and analyzing current customer licensing, products, and usage to identify new revenue opportunities. The position also involves suggesting creative pricing and payment solutions, reviewing quotes and order forms for accuracy and completeness, and ensuring all orders are approved within pricing and discount policies. The analyst will interface with Deals Desk, Finance, and Legal for matters such as revenue recognition, and with Order Management to ensure accuracy of booked sales opportunities in the ServiceNow sales automation tool. Additionally, the role supports the sales organization's requirements for customer licensing compliance, partners with multiple business stakeholders (legal, finance, marketing) to develop solutions for Channel & Alliance growth and roadmap, and develops operational best practices. The analyst will partner with Sales Managers and Account Executives/Managers to identify opportunities to increase revenue, improve salesforce efficiency, and scale the business. They will act as the first line support for the Channel & Alliance sales team and partners in areas of training, onboarding, and ongoing collaboration, and will partner with the Channel & Alliance sales team on partner calls to ensure pricing policies and deal strategy are clearly understood. Finally, the role involves developing dashboard requirements for visibility into Channel & Alliance pipeline and transactions, as well as performance against metrics, and maintaining Channel & Alliance account maps & assignments in the ServiceNow sales automation tool.

Requirements

Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving. This may include using AI-powered tools, automating workflows, analyzing AI-driven insights, or exploring AI's potential impact on the function or industry.
2-4 years of proven experience of Sales Operations in a software sales organization
Organized, with excellent attention to detail and the ability to work in a fast-paced environment
Proficient in PPT, Word, and Excel
Experience with a CRM system
Has been in a role supporting Sales Reps and Sales Territories
Strong listening, analytic and organizational skills
Team Player with positive attitude ready to work in a fast-paced environment
Excellent analytical and problem-solving skills with ability to drive conflict resolution
Excellent interpersonal, written and verbal communication
Ability to work in an aggressive, fast paced environment managing multiple priorities
Must be hands-on with solid attention detail

Nice To Haves

Selling Software as a Service is a plus
Results Driven

Responsibilities

Attend and participate in all forecast meetings supporting Sales Management in the weekly roll-up of their forecast
Perform pipeline reviews and establish best practices and methodologies for forecast accuracy
Analyze and review current customer licensing, products and usage and identify new revenue opportunities
Suggest creative pricing and payment solutions balancing customer needs and pricing policies
Review Quotes and Order Forms for accuracy and completeness
Ensure all Orders are approved within pricing and discount policies
Interface to Deals Desk, Finance and Legal as needed (i.e. revenue recognition)
Interface with Order Management to ensure accuracy of booked sales opportunities in the ServiceNow sales automation tool
Support sales organization’s requirement for Customer licensing compliance
Work with multiple business stakeholders (legal, finance, marketing) to develop solutions against Channel & Alliance growth and roadmap and develop operational best practices
Partner with Sales Managers and Account Executives/Managers to identify opportunities to increase revenue, improve salesforce efficiency, and scale our business effectively
Act as the first line support for Channel & Alliance sales team and Channel & Alliance partners in areas of training, onboarding and ongoing collaboration
Work in partnership with Channel & Alliance sales team on partner calls to ensure pricing policies and deal strategy are clearly understood
Develop dashboard requirements to provide visibility to Channel & Alliance pipeline and transactions as well as performance against metrics
Maintain Channel & Alliance account maps & assignments in the ServiceNow sales automation tool