Sales Effectiveness Analyst

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

📋 Description

• Develop dashboards, analyze sales data, and prepare pipeline reports while providing support for customer relationship management.

• Facilitate innovation, promote process adoption, ensure compliance, and drive continuous improvement within sales processes, tools, and technologies.

• Assess, organize, and generate insights along with business requirements that aid in strategic and tactical business decision-making.

• Collaborate with cross-functional teams on developments and enhancements to fulfill business and end-user requirements.

• Evaluate customer relationship management systems and programs to discern sales and customer trends.

• Deliver sales reports and proactive analysis, including pipeline management, stack ranking, forecasts, and activity assessments.

• Assist in achieving program and project delivery objectives, including goals, deliverables, timelines, and performance tracking.

• Update stakeholders on project status.

• Engage in the creation of training materials and participate in user testing.

• Aid in the delivery, launch, and execution strategies while monitoring outcomes and suggesting improvements.

• Take part in working sessions and regular meetings with program, project, sales, and IT leadership.

• Gather requirements for addressing bugs and enhancements in customer relationship management reporting.

• Maintain documentation related to bugs and enhancements and prioritize them for monthly Sales/IT releases.

• Act as a technical liaison between Salesforce and other customer relationship management systems as well as employees.

• Provide assistance and troubleshooting for customer relationship management systems and related programs.

• Undertake other job-related tasks as assigned.

⛳️ Requirements

• A minimum of 2 years of experience in business systems, sales, or support roles.

• Background in customer relationship management administration and sales reporting.

• Salesforce or Project Management certification.

• Experience in developing business requirements to customize customer relationship management systems for enhanced operational workflows.

• Familiarity with both Traditional and Agile Project Management methodologies.

• Proficiency in customer relationship management, Microsoft Excel, Word, and PowerPoint.

• Competency in SharePoint, Power BI, D365, EQAI, AESOP, and other applications.

• Understanding of the sales process and experience with customer relationship management software.

• Ability to read, analyze, and interpret complex documents, technical procedures, and government regulations.

• Capacity to work in a team setting while managing multiple assignments concurrently.

• Strong skills in presentation, time management/organization, and both written and verbal communication.

• Excellent analytical skills along with a solid understanding of sales and industry dynamics.

🏝️ Benefits

• Comprehensive medical benefits coverage, dental plans, and vision coverage.

• Health care and dependent care spending accounts.

• Short- and long-term disability coverage.

• Life insurance and accidental death & dismemberment insurance.

• Employee and Family Assistance Program (EAP).

• Employee discount programs.

• Retirement plan featuring a generous company match.

• Employee Stock Purchase Plan (ESPP).

• Paid Time Off (PTO).