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

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