Reporting to the Director of Sales Operations, the Sales Operations Analyst will work globally to help create and drive strategic plans that enable the organization to scale efficiently. The role requires thorough understanding of forecasting, sales operations and sales support processes, working closely with Executive Management, Sales Leadership, Operations, Legal and Finance.
The individual will be responsible for revenue/sales analysis and reporting of sales related activities to increase overall sales productivity, identify and implement areas needing improvement or development to bring a high level of uniformity, responsibility and tracking.
Understand CRM system, SalesForce.com, implementing ways to maximize sales productivity with the system and refine/change the system as needed or requested.
Align with administrators of ERP-CRM reporting tools to reflect sales structure.
Work across a Global Sales Team to develop efficiencies in the account management, sales processes. Support sales leadership to understand important measurements, develop/refine mechanisms of reporting, routinely conduct and report measurements.
The individual will be responsible to establishing standards tools, methodologies and business process to improve operational efficiency. Refine or develop workflows for the sales group to assure consistency, effectiveness and adherence to the processes.
Develop metrics and analytics; provide quantitative analysis to include ROI, trend, opportunity/risk assessment, forecasting, probability and projection modeling. Report and understand the meaning of measurements, identify trends, areas of strength and weakness.
Provide oversight and management of revenue attainment to ensure performance meets established metrics and expectations.
Partner with Finance to provide business input for financial planning, automate and streamline processes for global implementation
Partner with IT to implement automation and consolidation of reports, increase self-service options and simplification.
Lead and deliver all aspects of analysis that will lead to identification of major change initiatives.
Basic Qualifications, Experience, Skills & Education Required
- 8+ years in sales, operations or finance
Excellent verbal and written communication
- Ability to capture and document business and reporting requirements from multiple sources.
- Ability to manage multiple data analysis requests of varying size/scope with attention to detail
- Critical thinker and problem solver, able to draw conclusion and offer solutions
- Strong knowledge of MS Office application
- Expert knowledge in Excel, VBA knowledge a plus
- Salesforce.com experience preferred.
- Experience working in a global role Domestic and International travel
LitePoint - 18 months ago