We are seeking a skilled Sales Operations Analyst to join our Sales Operations team, dedicated to improving overall sales efficiency. In this role, you will focus on supporting the Sales Field team to streamline processes, and conduct analyses to measure success. You’ll work in a fast-paced, collaborative environment, reporting to the Head of Sales Operations while playing a key role in driving operational excellence.
What You’ll Do:
- Provide Level 1 SFDC Support for field sales team: Monitor and resolve (+ pull in resources) for requests for assistance submitted through “sfdc-sales” channel in Slack app, or directly by email or Slack.
- Enable visibility and Read/Write permissions in SFDC for Accounts, Opportunities, etc, for sales team members (RSDs, SEs, CAMs, etc), as needed. Manage reassignment of accounts.
- Support Go-To-Market Ops Project Managers, Sales Ops, IT, Finance on requests for UAT testing for various projects before rolling out to production environment.
- Work directly with IT SFDC team on misc. small projects regarding system users, data cleanup or processes.
- Ongoing account data cleanup in SFDC (duplicates, bad data): Use D&B Connect “Rematch” and D365 “resync” functions to reconcile – collaborate with OM team
- Maintain and update “SFDC How-To” & “SFDC” pages in internal wiki site Confluence, regarding changes to SFDC system and guidance for users.
- Create new end user accounts for field sales team (and partner accounts for Channel Ops team) as requested
- Administrator (with IT Support) of D&B Connect tool, including Account Manager. The tool is integrated with SFDC system to create accounts, based on D&B data.
- Monitor notifications of failed Deal Registration (DR) submittals, due to missing account. Verify if account Exists, different naming convention, or if new account needed, do so with D&B tool. Regardless verify account on DR and use the Traction Complete “Complete” button to process and sync the account to the DR lead.
- Create SFDC reports for field sales team or Sales Ops, for the purposes of new hire onboarding, SSD strategic account planning & team prospecting.
- Periodic review & approval of new products releases (& existing product updates) from PLM team, through the Propel tool, integrated with SFDC.
- Work with IT SFDC team to edit and/or update the CPQ product quoting menu interface or product attributes
What You’ve Done:
- 3-5 years of experience in Sales Operations or a related field with growing responsibilities.
- A proven self-starter who thrives in high-growth, enterprise technology environments.
- Strong analytical thinker with the ability to create and interpret analyses from scratch, understanding the impact of key business drivers.
- Detail-oriented and organized, with experience managing complex projects and collaborating with cross-functional teams.
- Advanced knowledge of Salesforce (SFDC) with the ability to independently build and run reports and dashboards.
- Strong proficiency in Microsoft Office, especially Excel, with the ability to handle large data sets and perform in-depth analysis.
Who You Are:
- An analytical problem-solver who enjoys diving into details and driving insights that enhance business operations.
- An effective communicator, both written and verbal, who works well in collaborative team environments.
- Highly organized with a strong follow-through on projects, capable of managing multiple tasks simultaneously.
- A motivated and reliable team player, always seeking to improve processes and achieve results.
- Experience with Salesforce (SFDC) is a must; familiarity with Excel and data management tools is a must.
- Flexible with working hour shifts based on business needs for regional coverage
