Sales Operations Analyst
Midmark · Versailles
JOB SUMMARY:
The Sales Operations Analyst helps improve sales force efficiency and effectiveness by partnering with Sales, Finance, Marketing, Information Technology and other functional areas to develop and implement both data driven and creative solutions. The Sales Operations Analyst is expected to provide reporting and analysis of sales and commercial data to others in the organization, including management. This role will be responsible for leading and participating in sales related process improvements and project work.
ESSENTIAL/PRIMARY DUTIES:
Compiles, analyzes and interprets sales and marketing data across all channels, creating dashboards, and participating in various structured and ad hoc planning and analysis projects
Works with marketing and sales to compile detailed booking forecasts and sales metrics in support of the demand planning process
Provides detailed analysis and reporting on key operational metrics to various internal users, including, but not limited to, Sales Management and the Executive team, using a variety of inputs
Partners with Sales, cross-functional management, and peers to identify opportunities to increase revenue and profitability through improved sales process efficiencies
Builds and manages sales reports and dashboards
Manages or participates in assigned sales related projects with limited oversight
Serves as the primary point of contact for the sales teams' reporting, planning, and strategic analysis support
Assists in the analysis of compensation plans and territory alignment and optimization
Assists in the demand planning process
SECONDARY DUTIES:
Ensures information and processes truly enable sales and fit with overall organizational goals
Ensures optimal use of business intelligence tools and technology to drive efficiency (Tableau, Salesforce CRM, Essbase, etc.)
Seeks out learning opportunities in sales operations and best practices
Performs additional duties on an ad-hoc basis
EDUCATION and/or EXPERIENCE:
Bachelor's degree in finance, data analytics or related field required. 2+ years sales operations, finance, or analytics experience, preferably in a sales environment.
COMPETENCY/SKILL REQUIREMENTS:
Strong analytical capability with demonstrated adeptness at problem-solving and ability to not only view details but also understand big picture implications
Excellent communication (written/verbal) and interpersonal skills with ability to influence
A high level of business acumen and comfort working in a cross-functional environment
Analytical, process oriented, proactive and customer-focused
Flexible, detail oriented, and able to quickly act under pressure and meet deadlines
Strong project management skills with demonstrated ability to work on multiple projects and achieve project goals
Intermediate to advanced MS Office skills required
Advanced Excel required, including experience with pivot tables and formulas
Experience with Business Intelligence tools preferred (Tableau, Essbase experience a plus)
Experience with a CRM application preferred