Sales Operations Analyst Job Description
Sales Operations Analyst Duties & Responsibilities
To write an effective sales operations analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included sales operations analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Sales Operations Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Operations Analyst
List any licenses or certifications required by the position: APICS, SFDC, CRM, ADM, CPIM, AOR, LEAN, SQL, CPSM, CSCMP
Education for Sales Operations Analyst
Typically a job would require a certain level of education.
Employers hiring for the sales operations analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Business/Administration, Marketing, Accounting, Economics, Computer Science, Education, MBA, Statistics
Skills for Sales Operations Analyst
Desired skills for sales operations analyst include:
Desired experience for sales operations analyst includes:
Sales Operations Analyst Examples
Sales Operations Analyst Job Description
- Digital advertising background strongly preferred
- Understanding of/prior experience working with international currencies
- Working in collaboration with finance, sales leaders, sales excellence and the executive team to define yearly compensation models
- Conduct analysis on internal and external salary statistics
- Manage day-to-day escalation of commission payments
- Manage Xactly interaction, working with a platform consultant, ensure Xactly accuracy, changes to customers/account assignment(s), shifting of accounts, and compensation adjustments daily/monthly/quarterly
- Primary project lead to ensure turbine options are signed off by relevant parties before financial close
- Assists management and maintenance of sales reporting systems including preparation of monthly reports and action plans for Sales team and other key stakeholders
- Interacts with supply chain planning, technology sales, and finance to resolve potential issues with configurations and/or financial targets
- Develops financial models and tools designed to improve time to market, performance, and profitability
- Process Management & Transformation – Defines and Documents existing process in area of responsibility
- Ability to work & influence across virtual teams and in a matrix organization
- Generate weekly metric reports & provide analysis to monitor performance across a range of key business drivers
- 3-8 years experience in Sales Operations, working closely with Sales Team members
- Advanced experience using CRM applications
- Strength in researching, understanding and succinctly explaining complex business issues and analyzing business impacts
Sales Operations Analyst Job Description
- 1st level SFDC Support
- Creates and distributes ad-hoc reporting and analysis to sales organization
- Identify opportunities to improve business processes that impact opportunity and account data quality
- Contribute to and adopt data quality best practices across various organization including Sales, Marketing, Operations and Support
- Monitor sales pipeline for errors in various data sets relating to geography, competitive trends, stage, customer environments
- Augment current account and contact data with additional information to be used in segmentation (email address, industry, job level, and job function)
- Perform other administrative tasks backup brand support as directed by manager
- Reporting and analyzing data related to sales performance, commissions and other key sales indicators
- Working with management to determine the requirements for reporting
- Developing reports utilizing database reporting tools, working to standardize input and output fields across different databases or data sources
- BA/BS degree with a minimum of 1 year of related customer support and operational management experience
- This position requires applicants who are able to communicate effectively with people of all job levels and personalities
- Bachelor’s Degree in Engineering or Business/Commerce
- 3+ years of financial or sales reporting experience or the equivalent combination of both work experience and education
- Experience with SAP and business intelligence tools required
- High-energy, self-motivated professional with a high level of detail orientation
Sales Operations Analyst Job Description
- Drive delivery and adoption of various reporting and analytics within our sales tool environments through integration with Salesforce.com, Anaplan and Tableau
- Provides training and support to sales force on Cognos, dashboards and reports
- Supports the effective use of corporate CRM productivity and compliance
- Point of contact for rep level sales analytics across EMEA
- Completes reports with easy-to-understand executive summaries
- Prepares organizational sales reports, charts, and graphs in support of the sales department
- Works directly with management to set reporting requirements for their needs
- Creates various reports for internal departments
- Analyzes and presents data trends, issues, opportunities and forecasts to stakeholders by analyzing reports and data
- Translate segment strategy into opportunity models and action through creating sub-segments for sellers, identification of specific targets within market sub-segments, and prioritizing targeted opportunities for sellers
- Field Sales, Global Operations, Finance
- Advanced background using office systems like spreadsheets, word processing
- High level of organizational
- Minimum three years increasingly responsible operations analysis, business intelligence development or sales experience at the regional manager level experience required
- Ability to quickly understand business needs, consistently meet expectations and respond promptly and professionally to business requests or inquiries, seeking guidance as appropriate
- Ability to interact well across a diverse matrix management team
Sales Operations Analyst Job Description
- Develop and present recommendations to senior level Sales management
- Become well versed and knowledgeable with all sales related tools
- Measures, analyzes and reports results to support informed, fact-based business decisions which drive improved performance and results across multiple sales channels
- Perform ad hoc analysis for major sales initiatives and programs
- Partner with the sales operations team to understand the business and sales challenges
- Develop, socialize and report consistent assessment of historical performance
- Define, refine and automate our systems / processes / templates that will allow us understand the layers of business, market environments, and competitor landscapes in which we operate and compete more efficiently and effectively
- Develop sales leadership dashboards, PPT presentations, , to communicate results in a succinct, easy-to-understand manner, to all levels of the organization
- Own the entire Sales compensation process, including plan design, rollout, commission calculations, and administration
- Organize and maintain documentation from Sales organization for commission documents Legal documents
- Demonstrating extensive knowledge of Microsoft Excel
- Assist in bringing additional control, timeliness and effectiveness to the existing Sales Compensation scheme
- Responsible for responding to ad-hoc data requests from Corporate Sales Operations, with consideration to maintaining data sets to improve accuracy and timelines of responses going forward
- Responsible for improving the commission process and looking to get to a real-time view of commission earned and paid against Commission budgets
- Improving financial modelling around all aspects of the sales function to improve predictability and reduce risks
- This role will not be limited to the above with potential to explore all avenues that could lead to increased efficiency of sales performance
Sales Operations Analyst Job Description
- Troubleshoot discrepancies in sales plan to understand deviations and update sales forecast
- Serve as the subject matter expert for the Global Sales team for both Affinity & Anaplan and drive continuous improvement initiatives with Affinity (CRM tool)
- Identify and execute ways to streamline reports and processes for the business
- Responsible for managing sales pricing and tracking reports, program execution and sales master data changes
- Create reports out of Business Objects
- Own the Caviar sales team metrics, reporting, and dashboards we use to run the business
- Drive the analyses that steer the sales org including compensation and quotas, lead generation and management, market coverage and segmentation
- Work regularly with cross functional stakeholders to enable sales and share successes
- Standardize processes and performance across markets through dashboards and reporting
- Facilitate tests of different sales collateral, messaging, and tactics
- Expert knowledge of Excel 2013, specifically Power BI, Power View, Power Pivot is essential
- Proficient with MS Office with a focus on Excel and Access
- Working knowledge of SQL Code is a plus
- Advance proficiency in Excel for data manipulation and complex custom reports
- Proficiency using SAP, Blacksmith Applications technologies and software platforms
- Experience with CRM Tools like Salesforce or Microsoft Dynamics