What is the job?
WEX is in a high growth period. The Sales Operations Analyst will be responsible for helping build out our sales processes by identifying areas for improvement and implementing best practices, ensuring that our sales team is equipped to convert deals efficiently. The Sales Operations Analyst will work closely with the sales leadership, sales personnel, the marketing team, Technology partners and other key stakeholders to ensure that our sales operations are optimized for success.
A successful candidate will…
Think like a solutions architect: You’re technical in nature, yet creative-solutions oriented. You intently listen to the needs of the team and envision solutions that you then design, implement and manage.
Be a collaborative, team player: While you’re a capable self-manager who often is busy building tools that equip our team, you thrive in group settings and enjoy ideating with the team. You inspire trust, value multiple perspectives, and are the ultimate teammate.
Adaptable: You’re at ease in a fast-paced environment and are able to change direction rapidly when priorities, deadlines, or personalities shift. You also realize that sales tools are rarely ever ‘done’ - you value incremental improvement and revisiting processes to create additional efficiency within the team.
Equally skilled in Adobe and Excel: You’re both a creative and numbers-focused individual. You can easily create forms and documents in Adobe as well as reports and matrixes in Excel. You’re not intimidated by numbers or layouts and are comfortable using multiple software/programs to complete your job.
An effective communicator: Whether it’s verbal or written, you present information and ideas in a clear and professional manner. You understand your audience and can easily shift your communication style so it is understandable to all.
What will you do?
Design, build, and implement key sales technology and sales process improvements.
Generate, maintain and analyze sales reports and trends.
Enhance and maintain customer relationship management (CRM) software for sales proficiency.
Analyze and evaluate performance sales metrics, according to sales strategy.
Ensure sales operations processes are documented, communicated, and understood across the organization.
What do we expect?
Deep understanding of sales processes, particularly within a B2B setting.
Comfortability building and driving initiatives to optimize sales systems.
Ability to collaborate, yet work primarily independently through project builds.
Excellent listening, with the ability to ask the right clarifying questions.
Proven ability to think strategically and execute swiftly.
Excellent written and verbal communication skills. The ability to present ideas in a concise manner.
Strong interpersonal skills and the ability to work collaboratively with a diverse group of stakeholders.
Detail-oriented and highly organized.
Demonstrate ability to draw conclusions and make educated recommendations based on analytical work and data.
Knowledge of sales methodology and process, including leveraging best practice forecast and pipeline cadences, sales stages, and performance KPIs.
Knowledge and ability to utilize Salesforce.com to drive and inspect sales processes including comfort navigating standard and custom objects as well as acumen with sales engagement tools, reports, dashboards, and Einstein Analytics.
What is required?
2+ years experience in a sales operations or similar role
Bachelor's degree in business administration, sales, marketing, or a related field.
Demonstrated ability to create clear and concise forms, templates, and presentations.
Familiarity with CRM, CMS and ERP software (specifically Salesforce)
Familiarity with email automation and customer journeys and sales cadences.
Experience with data analysis and reporting.
Experience supporting sales leaders managing multiple sales regions and customer segments.
Experience using Tableau, Power BI or other Business Intelligence tools is a plus.
Able to work both independently and self-directed as well as part of a broader team.