Sales Operations Analyst

📋 Description

• Provide daily assistance to the Sales Operations team.

• Maintain and refresh Salesforce records, which includes tracking opportunities, projects, and customer information.

• Aid in the preparation and review of sales forecasts by integrating input from representatives, regions, and leadership, as well as updating data in response to changes in business conditions.

• Compile and disseminate weekly, biweekly, monthly, and quarterly sales reports to relevant stakeholders.

• Assist in the creation and upkeep of dashboards, guaranteeing data accuracy and prompt updates.

• Support the analysis of sales performance and the preparation of presentation materials for leadership.

• Ensure the consistency and accuracy of data across reports and systems, while investigating discrepancies from previous reports.

• Inform relevant stakeholders of any changes.

• Assist in managing the Sales Referral Program by ensuring that submissions are accurate and properly tracked.

• Coordinate with Operations and Talent Acquisition to align resource availability with anticipated sales activities.

• Participate in regional and national sales meetings, providing necessary reporting and operational support.

• Collaborate with IT, Sales, and Operations to enhance Salesforce functionality, tools, reporting, and analytics.

• Perform additional duties as required.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Analytics, or a related area (or equivalent experience).

• A minimum of 3 years of experience in sales operations, business analysis, data analysis, or a similar support role.

• Familiarity with Salesforce, Tableau software, or other CRM systems is preferred.

• Advanced skills in Microsoft Excel, including formulas, data organization, and basic analysis.

• Basic knowledge of reporting tools (e.g., dashboards, data visualization is a plus).

• Familiarity with Microsoft PowerPoint for report and presentation creation.

• Strong attention to detail with an emphasis on data accuracy and quality.

• An analytical mindset with the capability to interpret data and identify trends.

• Understanding of sales performance metrics.

• Strong organizational and time management abilities; capable of managing multiple tasks and adhering to strict deadlines.

• Effective written and verbal communication skills.

• Excellent interpersonal skills.

• Ability to work collaboratively across teams, including Sales, Operations, Finance, and IT.

• Willingness to learn new tools, systems, and processes in a dynamic environment.

🏝️ Benefits

• High growth potential in a fast-paced organization with a people-centric culture.

• Competitive salary along with performance-based incentive programs.

• Company-funded Life, Short-Term, and Long-Term Disability Insurance.

• Medical, Dental & Vision insurance options.

• FSA, DCARE, and Commuter Benefits.

• Supplemental Life, Hospital, Critical Illness, and Legal Insurance.

• Health Savings Account.

• 401(k) Retirement Plan with employer matching benefits.

• Paid Time Off (with a rollover option) and holidays.

• As-needed sick time.

• Tuition reimbursement.

• Team social activities (we believe in having fun!).

• Employee recognition programs.

• Employee referral program.

• Paid parental leave and bereavement leave.