The Special Projects Analyst, Sales Operations will support the Sales Operations team with the activities required to expertly service both our internal and external stakeholders. This energetic individual will accomplish this through maintaining processes, assisting with projects and building strong, effective relationships with the team.
Essential Duties and Responsibilities:
To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Responsibilities may include, but are not limited to:
Own and maintain the process for returning fully executed agreements to clients in a timely manner by utilizing internal systems to track and execute this process Follow, maintain and update the agreement scanning process Provide data entry and analytical support to the Sales Operations team Update and maintain process documentation, utilizing a consistent format and timeline for updates Assist with the processing of agreements for both new sales and existing business Create reports within CRM systems to facilitate process reviews Assist with scheduling and set up of team meetings Other duties as assigned by the Director, Sales Operations
Skills and Abilities Required:
Overall, the Special Projects Analyst, Sales Operations should possess the skills necessary to manage multiple priorities simultaneously. In addition, the following skills are required to be successful within this role:
Strong customer service orientation Proven and effective communications skills Maniacal attention to detail Ability to work independently, as well as, part of a team Capable and flexible enough to work in a fast paced, deadline driven environment Experience with Microsoft Office Suite, especially Word and Excel Experience with CRM systems preferred Willingness to expand skill set and take on increasing responsibility Strong technical literacy and the comfort, ability and desire to advance technically Education and Experience Required:
Bachelor’s degree 1-2 years experienceThis job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.
LANGUAGE SKILLS - Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS - Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. REASONING ABILITY - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. PHYSICAL DEMANDS – The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. The noise level in the work environment is usually moderate. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
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