Description
The Sales Operations Analyst will provide key and insightful internal management reporting and market analysis to support sales activity and drive improved sales productivity. This position will report directly to the Director of Sales Operations and will work closely with other members of the Sales Operations, Finance and Commercial teams on numerous aspects of the business. The role offers hybrid working (3 days a week from the Maidenhead office and 2 from home)
Key responsibilities:
· Support the Sales team with data analysis and present data in a way that can be consumed rapidly by salespeople and decision makers.
· Hold responsibility for data integrity, freshness and cleanliness of CRM, working with the Commercial team to achieve this. Reconcile CRM with other business systems to ensure that data is accurate.
· Perform data analysis, create “performetrics” and KPIs that drive successful behaviours across the Commercial team.
· Attend, present and capture updates on forecasting with Sales Leaders.
· Prepare accurate weekly and monthly packs with narrative and insight to demonstrate progress within the Commercial organisation, for taking to the Board and other leadership meetings.
· Support the Head of Sales Operations, Sales Leaders and the Board in discovering insightful trends within behaviours, inputs and outputs to equip the development of strategy.
· Support the generation of client briefs, presentations, and sales literature.
· Lead in the collation and aid in the presentation of monthly commission calculations and quarterly information packs.
· Utilise data from a variety of sources (databases, spreadsheets, CRM) creating relevant and insightful reports into past and potential sales activities, to support divisional planning and decision making.
· Be a driver of change within the Commercial organisation to support overall strategies. Develop methods to track performance and demonstrate success or failure.
· Understand core marketing operations concepts (lead/opportunity conversion, pipeline development) and create reporting and analytics in these areas for enhanced business insight.
· Recognise and understand financial concepts in the context of sales processes.
· Develop a strong understanding of the business and markets in which we participate.
· Collaborate with, and support, the wider Sales Operations team on projects that require changes and alterations to CRM and reports.
· Ad hoc data pack production and analysis for other projects and activities from time to time, as required by the organisation to review pre and post sales activities and strategy.
What / who we're looking for:
· Substantial experience in commercial analytics (e.g. sales or marketing), problem solving and decision impacting roles.
· Considerable experience synthesising data into strategic and actional insights and presenting numbers, reports and recommendations to Senior Leaders.
· Strong knowledge of and experience in using CRM systems and BI tools to create detailed reporting and dashboards.
· Proficient in Microsoft Office applications, with advanced skills in Power BI, Excel and PowerPoint.
· Highly detail orientated, with strong attention to detail and accuracy, whilst able to prioritise and manage time efficiently, communicating well and delivering to deadlines.
· Flexible in approach, with strong stakeholder communication and management.
Pulsant offers:
- A supportive work environment with a focus on career growth, development, work life balance and well-being.
- A friendly, family-like atmosphere where almost half of the team have been with Pulsant for 5+ years.
- Benefits include 5% pension, private healthcare, cycle to work scheme, free breakfast and snacks, Udemy licence and more.
To hear more about working at Pulsant check out:
pulsant.com/careers
linkedin.com/company/pulsant-limited/life/
Search @lifeatpulsant on LinkedIn and Instagram
Equal opportunity employer statement:
At Pulsant, we are committed to creating a supportive and inclusive environment where everyone feels valued and has a strong sense of belonging. We want all individuals to feel respected, heard, and empowered to contribute and succeed. If there is any way we can support you—such as providing reasonable accommodations during the application or interview process—please don’t hesitate to note this in your application or contact us by email: careers@pulsant.com
