FranklinWH is a rapidly expanding company determined to become the leader in the global energy home storage system (ESS) industry. FranklinWH offers whole home energy solutions typically coupled with solar PV systems, bringing households into the modern all-electric future. Though founded by experts in power electronics, BMS and EMS, FranklinWH is equally focused on energy management software while also providing top level service to our partners and customers. FranklinWH is expanding its global footprint, relying on an industry leading supply chain. This is an exciting time to be at a fast-growing company in a fast-accelerating industry.
The Sales Operations/Financial Analyst is a key member at FranklinWH. The role focuses on optimizing sales processes, managing data integrity, and driving sales strategy through analytical insights. This dual-role position requires a candidate with strong analytical skills, a deep understanding of sales operations, and financial analysis expertise. The ideal candidate will support the sales team by providing data-driven insights, improving operational efficiency, and ensuring financial targets are met. Additionally, this position is also responsible for managing Sales forecast, incentive, data analysis & reporting.
Responsibilities:
- Sales Operations Management: Maintain and manage sales data. Ensure data accuracy and completeness to drive effective sales forecasting and reporting.
- Sales Process Optimization: Identify and implement process improvements in the sales cycle to increase efficiency and effectiveness.
- Reporting and Analysis: Develop and deliver reports on sales performance, forecasting, and key metrics. Provide actionable insights to support strategic decision-making.
- Tool Management: Administer sales tools and software. Provide training and support to the sales team to maximize tool utilization.
- Cross-functional Collaboration: Work closely with sales, finance, R&D and other departments to align sales strategies and initiatives with overall business goals.
- Aiding with management team members and executives as needed
- Assist in the development of financial plans, budgets, and forecasts.
- Monitor and report on financial performance against budgets and forecasts.
- Review and analyze expense reports to ensure compliance with company policies and identify cost-saving opportunities.
- Support ad-hoc financial analysis and projects as needed.
Qualifications and Experience:
- Bachelor’s degree in business, Finance, Economics, or a related field.
- 3+ years of experience in sales operations, business analysis, contract management, or a similar role, preferably in a startup environment.
- Proficiency in Microsoft Office Suite, particularly Excel
- Proficiency in CRM software
- Strong analytical and problem-solving skills, with a proven ability to derive insights from data.
- Excellent communication and interpersonal skills.
- Proactive problem-solving skills and work independently with minimal supervision.
- Flexibility to adapt to a fast-paced and ever-changing environment.
Compensation and Benefits:
- Competitive salary with a comprehensive benefits package.
- Performance-based bonus package based on individual achievements.
- 401(k) retirement plan with employer matching.
- Medical, dental, life, and disability insurance.
- Paid time off (PTO) and sick days.
- Full-time position.
FranklinWH is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.