TaxConnex is America’s leading independent sales and use tax outsourcing and consulting firm. Founded on the principle that service is important and that clients deserve more than a sales tax factory, TaxConnex utilizes a team of experienced and skilled tax and accounting professionals to serve as an outsourced sales tax department for companies throughout the United States.

TaxConnex is seeking an experienced Sales Operations Analyst to join their Sales Consultant team. This role will lead the following activities: developing & reporting metrics, managing forecasts, improving processes, updating documentation, maintaining salesforce, and providing meaningful analysis of leads and opportunities. Reporting to the Director of Sales, the Sales Operations Analyst will be a crucial part of the sales department, assisting to drive revenue through improved visibility and efficiencies.

Key functions include:

Sales & Pipeline Business Reporting and Analytics

Enforce Key Performance Indicators (KPI)– understand trends and build action plans to solve business problems
Conduct Win/Loss analysis for deals to improve close rates
Conduct quality reviews on lead and opportunity records
Partner with marketing to ensure the effectiveness of marketing campaigns
Support leadership meetings with necessary summary sales and pipeline reporting

Sales Recruiting and Training

Assist with sales recruiting efforts
Maintain and improve sales onboarding training
Create new sales training content including process, CRM/other tools and TaxConnex services
Coordinate training schedules & monitor outcomes
Deliver training

Assist Sales with Partner Development and Management

Develop and manage partner activity and KPI reports for direct sales team (sales consultants)
Coordinate sales consultants’ participation and, on occasion, attend sales/marketing events (tradeshow, partner events, lunch and learns)
Partner with marketing to provide feedback on overall experience and success of partner campaigns

Sales Operations Process Support

Maintain process documentation
Monitor and improve sales processes and ensure consistency across sales consultants and among fields/data and help reduce duplication of data
Assist with proposal and engagement letter reviews and seek ways to improve
Partner with Marketing, Sales, and Operations, teams to ensure seamless handoffs and integrations across processes/organizations
Assist the Activation team to continually improve sales to Activation hand off processes and update sales processes as needed

Sales System Support

Drive automation and standardization in the sales process through consistent utilization of sales tools (CRM, proposals, engagement letters, etc)
Coordinate and manage requirements for sales automation system and productivity tools
Test CRM changes made by Salesforce administrator
Configure Salesforce for individuals and teams to leverage views, dashboards, reports, and other user configurable settings
Manage organizational “roll-out” plans for new system features and tools (communication, training, process documentation, user guides, etc)

Qualifications

3-5 years of sales operations or program management experience is required
Bachelor’s Degree in business, operations, or similar field is preferred
Minimum of 2 years’ experience in a Salesforce admin and support role is required
Understanding of Salesforce
Leadership skills and the ability to work as a team
Attention to detail with keen eye and desire to create, document and maintain processes and programs
Solid teamwork skills further supported by a professional demeanor
Excellent written and verbal communication skills

NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to TaxConnex on a flexible weekly schedule based upon business needs. The schedule is based on agreed upon guidelines of department of work. TaxConnex reserves the right to change remote work status with notice to employee.

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Sales Operations Analyst