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Position Title: Sales Operations Jr. Analyst

Work Location: Hyde Park, NY area Hybrid (2 Days on site)

Summary: The Sales Operations Analyst provides operational support to our Regional Sales Team in order to support the overall sales strategy, expansion and profitability objectives. This role provides actionable insights and visibility to regional business trends. Duties include managing sales data and reports, compensation and incentive plans, and producing customer and marketing data for management review and decision making. The focus of this work is organized into daily, weekly, and monthly reporting deliverables, and often requires additional deep dives into certain reporting, KPI’s and further insights. The Sales Operations Analyst will work cross-functionally with multiple departments including Global Sales & Marketing, Sales Enablement, Sales Support, Customer Service, and Operations.

Responsibilities:

· Supports Sales Leadership team, the Regional Sales team, and the Sales Operations team with detailed visibility into all aspects of business performance

· Certified as a Salesforce Administrator to drive efficiency utilizing our CRM platform, Salesforce. Manages and delegates daily administration and support of the Salesforce database including managing user setup and providing training for the North America Sales team.

· Leverages internal BI software (Alteryx Designer, Qlik Sense, Salesforce) to analyze data and interpret results to drive decisions and continuously make recommendations to improve processes

· Maintains monthly, quarterly, and yearly Sales Performance and metrics reporting

· Works with the Sales Operations Manager to utilize Salesforce to assess and identify optimal salesforce coverage and utilization, manage yearly non-revenue objectives, standardize business reporting, and create dashboards to enable sales team productivity.

· Creates and manages the monthly North America Sales & Marketing Dashboard which tracks department metrics for Sales Operations, Sales Support, and Marketing.

· Analyzes pipeline management by reviewing and overseeing the accuracy of Salesforce opportunities, risks, leads, and overall data. Works with Regional Sales Directors to help ensure compliance of sales pipeline which is utilized by Senior Management Teams and reviewed during regional Monthly Business Review presentations.

· Coordinates with the Sales Operations Manager to provide trend analysis and industry focus

· Facilitates and manages the completion of RFI & RFP documents and ensures correct and timely submission

· Supports QBR administrational needs and compiling KPI metrics for high level customers

· Works with the Sales Operations Manager to maximize system usage and capability and provide training to the team as needed

· Tradeshow coordinator for World Courier tradeshows for the United States

· Performs related duties as assigned

· May be required to travel domestically and internationally on occasion

Required Skills:

· Minimum of 2 years directly related and progressively responsible experience in Salesforce (CRM) Administration.

· 5 years directly related and progressively responsible experience; experience in research across a broad range of industries, or equivalent combination of experience and education

· Excellent organizational skills; attention to detail

· Excellent analytical ability to leverage raw unorganized data and turn it into actionable insights

· Excellent integration, implementation, and management skills

· Advanced level Microsoft Office experience, especially in Excel, PowerPoint, and Word

· Working knowledge of computers necessary to operate effectively with company systems and programs.

· Professionalism

· Ability to multitask

· Ability to communicate effectively, both orally and in writing

· Interpersonal skills sufficient to develop and maintain cooperative working and business relationships with others

Education: Requires education in fields such as business administration, accountancy, sales, marketing, computer sciences or similar vocations generally obtained through completion of a four-year bachelor’s degree Program.

Spruce InfoTech, Inc

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Sales Operation Analyst