Accounting – Sales Operations, Associate

This is a fully remote position, open to applicants in India.

📋 Description

• Deliver reporting and analytical support to Sales Operations and Executive leadership.

• Monitor sales productivity, evaluate pipelines, and assist in forecasting efforts.

• Aid in data mapping, cleansing, and enhancements for PowerBI reporting.

• Conduct ad hoc analyses of pipelines and sales for Sales, Operations, and Executive Leadership.

• Contribute to the creation of pipeline trends newsletters and firmwide communications.

• Ensure the completeness and accuracy of Salesforce data that feeds into PowerBI operational reports.

• Support Sales Operations during acquisitions and integrations.

• Help prepare content and talking points for Market, Segment, and Industry Meetings.

• Educate employees on PowerBI, Salesforce, and other data-focused reports and metrics.

• Audit Salesforce pipeline data for precision and timeliness.

• Utilize sales tools and research platforms to generate market and industry analyses.

• Assist in the development of comprehensive sales training programs.

• Undertake various ad hoc projects.

• Collaborate with teams across accounting, operations, talent deployment, marketing, finance, scheduling, IT, and executive management.

⛳️ Requirements

• Master’s degree in finance or a related discipline.

• Over 5 years of experience in sales operations or a financial/business analyst role concentrated on the sales organization.

• Proficient in Microsoft Office applications, including advanced Excel (v-lookups, pivot tables, index match, indirect and offset functions, and modeling is advantageous), Word, and PowerPoint.

• Required experience with Salesforce, HubSpot, or a comparable CRM tool.

• Outstanding analytical abilities.

• Capacity to work in fast-paced environments.

• Proficient in crafting and delivering both verbal and written communications to diverse audiences.

• Ability to foster relationships both in-person and via phone.

• Capable of working both independently and collaboratively.

• Strong ability to prioritize tasks, meet deadlines, multitask, and maintain organization.

• Skilled in exercising judgment, discretion, and confidentiality.

• Availability to work non-standard business hours as necessary.

• Willingness to work the 6 PM IST to 3 AM IST shift.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with company matching.

• Paid time off (PTO).

• Comprehensive benefits package.

• Flexible work arrangements.

• Progressive benefits.

• Opportunities for mentorship and professional growth.

• Involvement in community service, training, interviewing, intramurals, and social/networking events.

• Competitive compensation.