Sales Operations Financial Analyst
Location: Vadodara Office
Number of Positions: 1
Shift time: US shift time
This position
The Sales Operations Financial Analyst supports the CRO and Sales Operations leadership by owning sales and commissions reporting, administering commission calculations and plans, maintaining Salesforce data integrity, and providing analytical and operational support across the sales organization. Key responsibilities are grouped below.
Key Responsibilities:
Sales Reporting & Analytics
- Maintain the Weekly Performance Tracker and Sales Pipeline reporting.
- Support Board reporting through slide creation and preparation.
- Build PowerPoint decks for various meetings, including Town Halls, Comp Plan Rollouts, New Process Rollouts, and Monday morning team meetings.
- Produce and maintain Marketing Dashboard reporting.
- Assist with campaigns and data collection to support marketing initiatives.
Commissions Administration
- Perform commission calculations for all eligible teams.
- Manage commission files for the Direct Team, L4, L4 AD, and GCA/SEs.
- Obtain commission approvals from Finance.
- Create and distribute commission statements.
- Submit approved commissions to Payroll.
- Prepare and maintain the commissions accrual.
Commission Plan Management
- Model and forecast new commission plans.
- Establish and maintain quotas.
- Create, edit, and manage commission plan documents.
- Develop rollout materials for new and revised plans.
Deal Tracking & Pipeline Management
- Track deal pushes and monitor pipeline movement.
- Manage the Sales Ops Opportunity Queue — review opportunities and submit for booking in Salesforce.
KPI & Performance Metrics
- Produce Win Rate and Lead Source KPIs for Sales, as needed.
- Perform Lost Deals analysis, as needed.
- Report on Opportunity Age, as needed.
Executive & Ad Hoc Analysis
- Deliver ad hoc analysis for the CRO and Sales Ops leader — typically top priority and time-intensive. Examples include, but are not limited to:
- Bookings data metrics.
- Specific customer analysis.
- Pipeline views and cuts.
Sales Operations Administration
- Update the contract database by reviewing contracts and extracting key data into Salesforce.
- Attach SOWs, MSAs, and SSAs at the account level and to the Legal Hub.
- Manage the Sales Ops inbox — answer and assign emails accordingly.
- Answer Sales/Support calls through the Webex soft phone and direct them accordingly.
- Manage the Sales Ops Lead Queue by reassigning leads based on the territory plan.
- Create new leads received through email, voicemail, or employee referral.
- Upload lead lists into Salesforce with territory assignments as necessary.
- Assist sales reps with building quotes and generating SOWs/SSAs.
Qualifications
- Strong Communication and presentation skills
- Strong business and financial acumen
- Bachelor’s degree in business, Finance, Economics, Marketing, or a related field
- Microsoft Excel, Word, and PowerPoint power user
- Experience in Salesforce
- Power BI a plus
- 5+ years of experience in sales operations, sales strategy, business analysis, or similar roles
- Familiarity with sales processes and funnel metrics
- Exposure to working cross-functionally with sales, marketing, and finance
