Sales Operations Analyst Job Description template and pdf with duties [2024]

Job summary 1

We're looking for a collaborative, energetic, and results-driven Sales Operations Analyst, with experience in supporting a wide variety of sales-related responsibilities. This is a new and impactful role, perfect for someone inquisitive, organized, able to learn on the fly, quick with decision-making, and comfortable working through both strategic and tactical projects simultaneously.

Duties & Responsibilities 1

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Develop and deploy full-funnel sales tracking, while providing continuous oversight of these metrics- identifying areas for improvement and holding the team accountable to targets
Build & implement a process for prospect account scoring and lead our new business territory assignment
Assist with quarterly/annual planning, including the setting of revenue targets and capacity modeling
- Become a trusted advisor within Company's Salesforce instance, supporting the team with day to day inquiries
- Assist our SFDC administrator with the evaluation and onboarding of new sales efficiency tools
- Continually explore new ways that we can expand our business, and work to implement your recommendations

Requirements & Skills 1

3-5 years of sales operations experience in a fast-paced startup/SaaS environment, ideally with exposure to both B2B & B2C business models
Exceptional analytical and problem-solving skills
Attention to detail, with an eye for streamlining tasks
Demonstrated ability to communicate clearly and effectively to a variety of business partners, motivating and influencing decision-makers
- Self-driven work style, able to manage multiple projects with little oversight and continually excited to bring new ideas to the table
- Experience with Salesforce, Excel or G-Suite, and other productivity tools along the lines of Outreach/Gong/Drift/etc
- SQL experience is a positive, but not required

Job summary 2

We are looking for a Sales Operations Analyst to join our organization. As a key member of the OEM and Strategic Partners' Sales Operations organization, you will work closely engaged in supporting Company’s major OEM customers. You will be playing a role with impact in many areas including customer interface, sales forecasting, supply and demand optimization, customer relationship management, and aligning customer expectations with company goals.

Duties & Responsibilities 2

Responsible for all aspects of strategy creation and implementation, forecasting, sales account management, training, and education to a select number of enterprise customers.
Partner with executive regional sales leaders to define, set up, and operationalize key processes, including Sales Forecasting, Sales Reporting, Analytics, and Operations.
Assist account management teams through full sales cycles with activities including the quote, special pricing, deal tracking, rebate, EOL terms, and revenue management.
- Implement and help to standardize business reporting for strategic analysis and internal business review.
- Implement and maintain metrics of customer forecast and fulfillment including historical data analysis, waterfall analysis, trending analysis, etc.
- Participate in the development of regional Sales Operations processes to streamline workflows.

Requirements & Skills 2

8+ years of Sales Operations experience with Tier One OEMs
Bachelor's degree or equivalent experience.
Strong revenue reporting and sales/financial analytical skills.
Strong consultative and project management skills.
Highly detailed oriented.
Ability to maintain the confidentiality of critical information.
- Ability to work efficiently in a sophisticated high-tech environment.
- High energy and positive problem-solving demeanor.
- Ability to multi-task and strong organizational skills.

Job summary 3

The Sales Operations Analyst will work directly with leaders of key programs and strategic initiatives that will shape the future of the organization. Your main responsibilities will include analyzing market trends, producing and maintaining sales reports, presenting and distributing data interpretations, making recommendations to the marketing and sales departments, and harnessing technology to remove bottlenecks to boost efficiency. To excel in this role, you should have a natural analytical mindset, be intellectually curious, display strong communication skills, and maintain a positive attitude.

Duties & Responsibilities 3

Requirements & Skills 3

Bachelor's degree
2+ years of related experience preferred in Sales Operations, Business Analysis, or a Financial Analyst role, health insurance business experience a plus
Superior analytical skills; high level of attention to detail with strong business acumen
- Ability to see the big picture and make quick correlations between data sets
- Experience with business process improvement and working with others to implement change
- Advanced MS Excel skills

Job summary 4

The Sales Operations Analyst is responsible for developing proficiency in the development and maintenance of systems, tools, and processes used by the sales teams. Provide first-line support to all users. Contribute to project enhancements to streamline business processes. Assist with updating and maintaining commission plans and performing commission calculations.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

We are looking for a Sales Operations Analyst to partner with Go-to-market functions essential to revenue growth at the Company providing support with internal GTM processes, deal desk, and ad-hoc reporting needs. You will assist in driving alignment across the GTM organization around system changes and/or process updates. You will innovate to solve business challenges working cross-functionally with sales, implementation, customer success, and marketing. This role will report directly to the Business Operations Manager. This is a critical role and is perfect for someone looking to advance their career in Revenue/Business Operations. You have the drive and tenacity to get the job done. A self-starter that is motivated to go above and beyond the task at hand and thrive in a fast-paced working environment. You are hands-on in solving operational challenges and can prioritize ad hoc tactical tasks alongside strategic inputs.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

We seek a seasoned Sales Operations Analyst. The Sales Operations Analyst will be providing administrative support to our executive sales team, as well as the CEO. We are seeking an experienced individual who is detail oriented and who will be responsible for providing complete administrative, project, and sales operations support to multiple members of the executive sales team including sales data analysis.

Duties & Responsibilities 6

Requirements & Skills 6

College degree preferred
0-3 years of experience
We’re looking for a highly organized individual with top-notch writing, customer service, and critical thinking skills
- Must be able to establish priorities, perform effectively under pressure, and adapt to changing needs and issues.
- Expert-level PowerPoint, Word skills and Salesforce; proficient in Excel and Outlook
- Strong project management skills and ability to manage multiple projects simultaneously

Job summary 7

We are looking for a Senior Sales Operations professional who is passionate about guiding our sales team with data, reporting, dashboards, and insights that help them to sell strategically into their whitespace.

Duties & Responsibilities 7

Works directly with our sales reps and sales leaders to help them leverage key sales operations reporting and data
Creates and helps to standardize key sales reports, dashboards,
Distills insights and themes and shares with the Director of Sales Operations for further discussion
- Responsible for implementing and enforcing processes and tools that will maintain the integrity and accuracy of Salesforce.com data
- Provides cross-functional support and assists Sales management on projects as needed
- Provide overall support and departmental coordination for Sales Operations team inquiries, ad-hoc requests, and project support

Requirements & Skills 7

Bachelor’s Degree in Business Management or equivalent degree/experience
Salesforce.com experience, DOMO, PowerBI, Tableau experience desirable
Must be proficient in Microsoft Office Suite with extensive knowledge of Microsoft Excel.
Strong analytic and quantitative skills
Self-motivated, high-energy person who is willing to go above and beyond to complete the job at hand
Strong interpersonal skills with the ability to partner with individuals at all levels inside and outside of the organization
- Ability to also work independently, with a high degree of accuracy, in a fast-paced environment
- Microsoft Office knowledge and proficiency (Excel, PowerPoint, and Word)
- Ability to determine trends and propose solutions

Job summary 8

The Sales Operations Analyst performs budgeting, planning, and analysis activities for sales operations. Reviews and analyzes sales-related expenses associated with such things as the order pipeline, bookings, revenue forecasting, revenue reporting, sales productivity, and goal attainment. Performs regular variance analysis for expenses and budgets. Evaluate pricing structures to ensure they fit with company objectives. Effectively incorporates client delivery schedules and operational changes into future revenue forecasts and revenue timeline considerations. Maintains and enhances sales force automation systems, product/service costing models, and margin management tools/systems to effectively monitor and manage revenue/expenses. The ideal candidate has strong strategic and analytical thinking combined with leadership skills to drive change. This candidate will demonstrate quick learning and an impressive history of driving results. Most importantly, the candidate will drive through strong relationships and excellent communication, alignment across x-functional stakeholders, and keep projects on track.

Duties & Responsibilities 8

Requirements & Skills 8

Job summary 9

The Sales Operations Analyst supports the organization by reporting and analyzing various aspects of sales; including channels, promotions, product profitability, forecast attainment, and sales tracking. Assists the sales organization with ongoing analysis of business trends, forecasts, quota reviews, and estimates.

Duties & Responsibilities 9

Responsible for reporting and analyzing data related to sales performance, commissions, and other key sales indicators; work with management to determine the requirements for reporting; develop reports utilizing database reporting tools, working to standardize input and output fields across different databases or data sources; interpret database models and data relationships for end users to define requested reports; define and drive processes for maintaining data quality metrics; validate existing sales processes and procedures to ensure the integrity and client satisfaction; identify opportunities for increased profitability or efficiency within the business, recommending improvements to management; review sales data to ensure that commissions being paid are accurate based on sales figures
Sales Analysis Functions - Report and analyze data related to sales performance, commissions, and other key sales indicators while ensuring adherence to established corporate and departmental policies and procedures
- Problem Resolution - Proactively oversee the activities involved in the quality resolution of problems related to the area of responsibility
- Project Management - Provide leadership and direction on all assigned projects ensuring follow-through from the beginning to the end of the project management life cycle
- Team Interfaces/Customer Service - Establish and maintain a professional relationship with internal/external customers, team members, and department contacts.

Requirements & Skills 9

Bachelor's degree from an accredited college or university with major course work in business administration, finance, or MIS required. Equivalent work experience in a similar position may be substituted for educational requirements
Minimum three years of increasingly responsible operations analysis, business intelligence development, or sales experience at the regional manager level experience required.
Minimum two years experience with database reporting tools (e.g., Crystal Reports, Business Objects) required

Job summary 10

We are looking for a Sales Operations Analyst.

Duties & Responsibilities 10

Develop and deliver business analytics that monitors and measures overall sales, customer experience, and partner execution through relevant score-carding, reporting, application management, and associated data quality.
- Support or lead the implementation of new or updated applications as well as related projects that enable the Revenue Org to be most productive and effective.
- Support territory management development and updates by working with the sales strategy/operations team and sales leaders.
- Provide training as needed on key sales technology applications such as Salesforce, CPQ, Clari, ZoomInfo, LinkedIn Navigator, 6Sense, and others as they are added to the tech stack.

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