MUST have quote-to-cash experience
MUST have U.S. Public Sector experience
MUST have a Bachelor's degree
Overview:
- A Sales Operations Analyst supports the sales organization by managing key operational processes and providing data-driven insights that help sales teams perform effectively.
- This role plays a critical part in the quote-to-cash process, including creating customer quotes, processing orders, and ensuring accurate transaction handling, while also supporting sales reporting, forecasting, CRM management, and process improvements.
- The Sales Operations Analyst helps ensure deals move efficiently from opportunity to closed business while providing leadership with the insights needed to guide strategy and performance.
Key Responsibilities:
Quote Creation & Order Processing
- Create and manage customer quotes in Salesforce systems based on pricing guidelines, approved discount structures, and contract terms.
- Review quotes for accuracy, pricing compliance, and proper internal approvals prior to submission to customers.
- Process customer orders and ensure accurate entry into order management or ERP systems.
- Coordinate with finance, legal, and operations teams to confirm contract details, pricing structures, and billing requirements.
- Track order status and resolve issues related to order processing, fulfillment, or billing.
- Maintain documentation and ensure compliance with internal sales and revenue recognition policies.
CRM Management
- Maintain and optimize CRM systems (commonly Salesforce or similar platforms).
- Ensure data accuracy, integrity, and proper usage by the sales team.
- Support user training and troubleshooting related to CRM workflows.
Sales Forecasting
- Support monthly and quarterly sales forecasting.
- Monitor pipeline health and identify risks or opportunities that may impact revenue targets.
- Process Improvement
- Identify inefficiencies in sales workflows and recommend improvements.
- Help implement new tools, automation, or process changes to improve productivity and data quality.
Cross-Functional Collaboration
- Partner with sales, finance, marketing, product, and customer success teams to align sales processes and operational data.
- Support initiatives that improve the overall customer sales experience.
Skills & Qualifications:
- Bachelor’s degree in Business, Finance, Economics, Data Analytics, or related field.
- 2–5 years of experience in sales operations, business analytics, order management, or related role.
- Experience with US Public Sector
- Strong analytical and problem-solving skills.
- Experience with CRM systems (e.g., Salesforce).
- Experience with quote-to-cash workflows or CPQ tools.
- Strong communication and stakeholder management skills.
