Job Summary

The Sales Operations Analyst works closely with stakeholders across functions to help with data reporting and analysis to support strategic initiatives that boost revenue, drive operations, and improve efficiency for continuous growth. Supports the management of the CRM system and data, with emphasis on proper documentation and reporting on activity metrics. The analyst provides revenue, sales, and retention analysis and data liquidity across business systems. The analyst works cross functionally with team members to advance the strategic analysis needed to drive business decisions and performance.

Essential Duties And Responsibilities

Create monthly sales, marketing, channel, and client success operational reporting
Work with functional leaders to identify sources of required information and develop processes to extract to analyze performance and provide summary results
Identify, assemble, analyze, and track metrics and derive/communicate insights
Develop consistent reporting frameworks to analyze data sources
Interface with colleagues to develop and implement processes, standardized reports, and other operational improvements
Support technology-related project efforts to improve operational efficiency, support sales operations initiatives and enhance business processes
Support management and proper documentation within the company’s technology business systems: CRM, ERP, etc.
Update KPI's and other reports to help business leaders make informed strategic decisions
Perform ad-hoc analyses as needed

Qualifications

Knowledge & Requirements

Distinctive analysis skills, ability to use quantitative analysis to derive at qualitative insights
Demonstrates ability to determine and manage, time, and scope of concurrent projects and priorities
Experience with Salesforce or similar CRM platform capabilities
Experience with Netsuite or similar CRM or ERP system
Familiarity with best practices in lead generation, sales activities, and account management metrics and KPIs
Familiarity with variable compensation and sales incentive plans
Must have experience with data analysis and business intelligence applications
Must be proficient in Microsoft Office suite of products, including strong knowledge of excel
Possess excellent written and verbal communication skills
Ability to handle the pressure of meeting tight deadlines and adapt to rapidly changing priorities

Education & Experience Requirements

Minimum years of work experience: 5 years
Minimum level of education or education or experience: Bachelors Degree or equivalent work experience

Physical Requirements

The physical demands described here are representative of those that must be met by an employee

To Successfully Perform The Essential Functions Of This Job

Frequent sitting in stationary position at a desk
Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs
Occasional twisting of body
Occasional reaching by extending hands and arms in any direction
Occasional lifting, pulling, or pushing

What’s In It For You?

Medical, Dental and Vision Plans
Voluntary Benefits
HSA & FSA
Fertility & Family Planning Benefits
Paid Parental Leave
Adoption Assistance Program
Employee Resource Groups
Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non exempt associates
11 Paid Holidays
Corporate Wellness Program
401(k) plan offering both pretax and Roth contributions, plus an employer match

Outcomes®

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