Sales Operations Analyst Resume Samples

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M Anderson

Marianne

Anderson

93026 Marquardt Ridges

Houston

+1 (555) 989 4753

93026 Marquardt Ridges

Houston

Phone

p +1 (555) 989 4753

Experience Experience

San Francisco, CA

Sales Operations Analyst

San Francisco, CA

Quitzon, Smitham and Rowe

San Francisco, CA

Sales Operations Analyst

Performs accountabilities in accordance with established organizational metrics Identifies trends and continuously makes recommendations to improve processes
Assist in defining and developing reporting and analysis tools for management. Provide visibility on areas of concern and areas of focus
Assists in analyzing performance against key metrics and create variance reports for operational performance and analysis
Assists in developing and maintaining key performance, operational, and sales metrics for sales management
Performs accountabilities in accordance with established organizational metrics. Identifies trends and continuously makes recommendations to improve processes
Performs own work and provides assistance to others as directed
Work with the VP of Account Management and Account Management directors to develop and maintain dashboard reporting

Detroit, MI

Sales & Operations Analyst

Detroit, MI

Ferry-O'Conner

Detroit, MI

Sales & Operations Analyst

Manage the development and sharing of trade and shopper marketing – market, channel and/or account specific insights in conjunction with Sales feedback and other data source analytics and translates insights into opportunistic plans that feed the Marketing planning process and brand strategy development
Act as the “point person” during Hain’s annual commercial planning cycle, working with key cross-functional business partners – Marketing, Sales, Finance and Supply/Ops
Oversee / manage go-to-market trade activation plans for assigned markets, channels, accounts in line with strategic brand priorities and channel strategies - driving excellence in execution
Implement and maintain adequate demand sensing techniques & processes to ensure the timely adjustment to supply based on latest business intelligence and actual demand trends
Responsible for generating monthly and quarterly firm and rolling forecast. Responsible to drive SIOP process which includes sales, production and product management team to align entire demand and supply and generate the consensus forecast
Develops and maintains metrics to track performance and contribution for their area, such as forecast accuracy, on time / in full (OTIF), and days of supply (DOS)
Develop and manage sales/production/inventory reports to track key performance indicators (KPIs)

present

Philadelphia, PA

Sales Operations Analyst, Associate

Philadelphia, PA

Deckow Inc

present

Philadelphia, PA

Sales Operations Analyst, Associate

present

Decision Support Renewal Sales Management – Prepare and develop weekly status updates and perform ad hoc analysis on the renewal sales business that drive the decision making process of renewal sales management
Quarter Close Process –Manage the close process for recurring revenue lines in collaboration with peers in the finance department
Project Work – Play an active part in projects around Sales Productivity, Reporting Development and business transformation
Conversion & Contract Reporting – Play a key role in tracking our customer’s that our converting from perpetual maintenance contracts to subscription contracts. In addition maintain a contract database for our customers that have contractual pricing
Reporting – Establish and execute weekly formal reports (Excel and PowerPoint) for management that give business insight on the success of the conversion program
Planning and Forecasting – Analyze and communicate the impact of the conversion program to the fiscal year plan and current quarter forecast by recurring revenue line
Management dashboard development to allow for teams to run and inspect ongoing progress

Education Education

Bachelor’s Degree in Business

University of Kentucky

Bachelor’s Degree in Business

Skills Skills

Strong project manager with ability to juggle multiple projects under tight deadlines and with a focus on high quality and attention to detail
Strong proficiency with MS Excel. Experience in MS Access, VBA and/or Professional BI environment (Tableau, MS Power BI...) is
Able to maintain general product and procedure knowledge and any in depth knowledge necessary for specific processes specifically related to job functions
Knowledge of French, German are highly desirable
Good analytical and quantitative skills, with the ability to work with large data while maintaining a high attention to detail
Solid understanding of sales drivers and behavior and good knowledge of VMWs and competitive offering
Strong administration skills – organized, excellent attention to detail
College level mathematical proficiency, with a strong ability to understand, interpret and develop spreadsheet data
Strong analytical skills; ability to translate report results into actionable items
Strong ability to be responsible, accountable and result-driven

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Sales Operations Analyst Resume Examples & Samples

Developing, maintaining, and enhancing team scorecard and KPIs; driving efficiency conversations where applicable based on metrics and tracking
Developing, maintaining, and enhancing seasonal & sport launch reports and effectiveness measures
Exploring new ways to track and quantify team performance and standards; development and maintenance of a performance matrix or dashboard
Collaborating with management to identify and track internal and external SLAs
Creating and monitoring y-o-y and q-o-q team workload reports
Maintaining AM deadline and goal audits to include variances, collection goals, m3u8s, log-ins, DSM and Freewheel variances, contract status reports, re-expression reasons, adjustment reasons, product updates, unbilled lines; tracking deadlines and goals by AM, team, and group
Meeting with Management bi-weekly to discuss benchmarks and team direction
Owning operational efficiency relationships and process, to include, but not limited to, EDI, Operative, MediaTrust, Ad Ready to ensure internal and external adherence to SLAs and policy; creating and providing reporting and metrics when applicable
Gatekeeping thresholds and rules for Ad Ready IOs
Working as the Account Management point of contact for Customer File inquiries and projects
Owning end to end billing process, and when necessary, act as team point person for all internal and external billing conversations. To include
Candidate will have a minimum of two years of related experience in the advertising business specifically in operations or support
Ad Sales and/or ad-serving experience
Proven leadership & problem solving skills
Has experience training, coaching or mentoring others
Has knowledge of ESPN’s multimedia properties
Enjoys working as part of a team

Sales Operations Analyst Resume Examples & Samples

Track key metrics such as sales pipeline and monthly results to help AEs and business leads interpret how sales team is tracking against goals
Coordinate quarterly global sales action planning and reporting through salesforce.com
Coordinate sales action planning for new product launches and report on results
Coordinate with Marketing and Product teams to build, update and maintain effective sales collateral, develop case studies, formalize proposals and other sales materials
Review territory and market results, make recommendations for adjustments to resource alignment
Collect, analyze, evaluate, and report sales results and workflow to identify steps to increase sales productivity & results. Drive process enhancements
Communicate sales needs back to business leaders and product team; be the voice of the marketplace internally
Assist in pricing analysis to ensure products relative to one another and in combination are priced correctly
Evaluate trends and performance measured against sales quotas
Work closely with internal teams to strategically drive company-wide goals and improve operational sales process
Generate ad hoc reporting for Sales, Marketing, Finance, Business Development and Product Strategy
Ability to perform complex analysis such as trend analysis, what- if analysis, and forecasting
Ability to provide recommendations and suggestions and provide thorough, succinct data to support suggestions
Ability to capture and document business and reporting requirements from multiple sources
Ability to coordinate and manage simultaneous data analysis requests of varying size and scope
Strong communication and presentation skills, both written and verbal, with the ability to convey complex information to a broad audience and obtain consensus
Strong knowledge of Excel, PowerPoint, and Salesforce.com
MBA or similar training will enhance candidacy

Sales Operations Analyst Resume Examples & Samples

Training: Assume Leadership of new hire training through setting up new hire training schedule, setting up key contacts in the first 90 days, monitor ASR training progress and skills testing. In addition, analysts will work collectively to update current TV ASR training manual as needed
Quality Control: Develop consistent quality control process to ensure that all accounts are booked accurately. Some of the measures the Analysts will use are variances, allocations, change notices, checklists, etc. and facilitate additional training when necessary. The analysts will also create and maintain a weekly rotating schedule to track and analyze core ASR responsibilities. Monitors team variances and ensure ASR maintains deals correctly
Team Support – Analyst functions as first level of support for the ASRs across the team, assisting them as needed and providing additional guidance and training as necessary
Project Leadership – Depending on scope of various projects or enhancements, Analyst will either lead, or provide input for, testing, process efficiencies, user feedback
Cross-Departmental Lead – Each analyst will lead and own process and communications within one of the following department areas: Credit & Collections, Asset Management, and Accounting. Will execute and complete by doing the following

Sales Operations Analyst Resume Examples & Samples

Run scheduled sales related reports for Go-to-Market (GTM) management team. This requires combining data from multiple sources (including historical, current order book, sell through and forecast data) and presenting it in a meaningful way for senior management
Responsible for primary GTM reporting needs of Mountain Hardwear President
Develop and maintain sales templates to track sales goals and targets along with performance metrics. These tools provide key analytics for sales and management
Develop and run ad-hoc reports for Go-To-Market management
Assist in defining and developing reporting and analysis tools for management. Provide visibility on areas of concern and areas of focus
Develop effective cross functional relationships with CSC counterparts. Work with the CSC teams on best practices, shared solutions and processes, and champion the MHW specific needs when needed
Provide operational support to the GTM team as needed
Requires strong data analytics, reporting and business intellligence
Possess strong organizational skills and attention to detail
Excellent communication skills and strong interpersonal skills. Ability to build and foster effective business relationships both within MHW and also with the HQ counterparts
Ability to work under pressure and meet tight timelines
Advanced skills in MS Excel, MS Access, and proficiency in ERP/business tools such as SAP, Cognos, Fusion Ops. SQL experience desired
Bachelor’s degree in Business or a related field
3-5 years’ experience in Business Intelligence/Analytics
Knowledge and background in the outdoor apparel industry preferred
Affinity and passion for the outdoors preferred

Sales Operations Analyst Resume Examples & Samples

Minimum of two years' experience in a Sales Operations role in a software company or comparable B2B industry (Consulting, Financial Services)
SalesForce or similar CRM Experience required (with ability to create queries/reports)
Intermediate to advanced MS Office skills required with skill in pivot tables, V-Lookups, etc
Demonstrated comfort working in a cross-functional, matrix-oriented, multinational environment
Excellent communication (written/presentation) and interpersonal skills with ability to influence global team members
Process-oriented, proactive and customer-focused
Flexible and able to quickly act under pressure $
International work experience

Sales Operations Analyst Resume Examples & Samples

Demonstrated success in working as part of a cross-functional team
Significant knowledge and experience with IMS, chargeback, and sales operations data sources
Self-starter willing to meet aggressive goals and also willing to be actively involved in a team environment
Strong relationship-builder with a proven track record of building relationships with colleagues and with external customers in the industry
Highly organized with strong computing skills
Strong project and time management skills
Bachelor's degree (Business or Science degree preferred)
At least 2 years experience in the pharmaceutical industry or consulting
Proficiency in Microsoft Office, advanced knowledge in SQL, SAS, CRM, business intelligence tools

Sales Operations Analyst Resume Examples & Samples

Knowledge of SAP, Inventory, IMS data, not only to produce a sales reporting tool, but to fully understand the system to suggest enhancements that will increase efficiency
Bachelors degree, preferably in Business or Science
Ability to travel (air/auto) up to 25%

Sales Operations Analyst Resume Examples & Samples

Provide support to field sales organization as it relates to reports, CRM usage, and sales operations processes
Ensure consistent, reliable, quality delivery of all standard reporting deliverables
Completion of ad hoc reporting requests from the sales team
Developer for sales effectiveness tools utilizing Salesforce.com and integrating processes as necessary
Training on use of IT sales tools to ensure smooth roll-out processes
Build and maintain advanced excel models detailing the sales organizations progress

Sales Operations Analyst Resume Examples & Samples

Support the international go to market teams in accelerating a growing book of business by minimizing inefficiencies, solving operational or organizational challenges, and upgrading business processes
Assisting LAC operations and sales teams in developing or optimizing organizational processes
Liasing with cross funtional teams (client care team, marketing, channel team, etc.) to ensure updates and necessary communications with the sales team
Support FSO and operations leadership with special projects including renewal process, annual planning activities, platform sales analysis, sales rep level performance
Onboarding/training support for Blackboard’s field sales reps and renewal analysts
Supporting forecasting activities at sales rep level
Assisting field sales reps with inquiries including challenges with invoicing, order to quote, etc
Implementing the sales program (product bundles, campaigns, etc.)
Providing data analysis to support marketing and sales campaigns, territory planning, and whitespace analysis
Reconciling sales and renewal actuals with Field Sales Operation’s (FSO) team
Providing CPQ support and complex deal pricing to assist field reps and LAC Sales VP
Providing Salesforce.com reporting development/analysis and dashboard creation/update
Bachelor’s degree from accredited four year school
4+ years sales or business operations experience
Proven ability to work in cross-fuctional teams and manage projects
Be an independent, self-starter capable of taking action to solve problems or fulfill responsibilities with minimal supervision
Data-driven mindset, with strong analytical, data mapping, PowerPoint, and Excel skills
Experience working with Salesforce.com and report/dashboard development
Native fluency in speaking and writing both English and Spanish
Ability to occassionally work flexible hours to provide time zone support
Ability to travel 10% of the time

Sales Operations Analyst Resume Examples & Samples

Ensure data integrity/quality in Siebel, EBO and crystal reporting to provide consistency in data and reporting
Ability to organize information from multiple systems/reports into an integrated report to support a changing sales environment
In depth understanding of compensation plans and understanding what it takes to implement the plan components understands the roles and relationship of organizational units and processes
Handle contentious situations with Sales Representatives and management related to assignments, reporting and VC
Identify and maintain a set of standard reports needed to assess the progress of the business, identify problem areas
Prepare monthly commission extract reports for MH VC for all Sales channels while tracking activity, contests and other incentives. (320 reps)
Prepare monthly canvass completion reports to ensure proper completion of the sales canvass on a regular basis while applying additional sales resources as needed (290 positions)
Guide Sales management through understanding of variable compensation plans, rules, sales reporting, territory performance and Microsoft applications, making appropriate recommendations and identifying anomalies
Directs efforts of others to assist in project completion
Assist Dayton VC with all MH inquiries and submission to ensure proper VC payment
Liaisons with Dayton VC group, Dayton Sales Ops, Finance and Order Department
3+ years experience with the ability to complete financial analysis without direction 2. Strong personal computer skills, proficient in Microsoft tools, Siebel with the ability to learn new systems
Demonstrates leadership, self motivated and exhibits time management skills while juggling multiple priorities efficiently
Must have time management skills and have the ability to manage workload and juggle multiple priorities efficiently
Strong analytical skills; ability to translate report results into actionable items
Knowledge of compensation regulations and exhibits core proficiency of advanced sales commission tracking processes
Martindale-Hubbell experience preferred
Knowledge of the internal computer systems (DI, Siebel, Fulfillment) a plus
A college degree is desired, but not required

Sales Operations Analyst Resume Examples & Samples

Data Analysis & Reporting - Systematically analyses sales data, and develops reports that ensure accurate, usable & scalable information for business decision-makers
Stakeholder Negotiation & Commitment Building - Collaborates effectively with others within a virtual team environment, to ensure shared commitment to an enterprise and mutually beneficial results
Reporting Development/Enhancement - Develops, improves and educates on tools used in area of control in alignment with corporate business needs, requirements or goals
Process Management & Transformation – Defines and Documents existing process in area of responsibility; Identifies process short-comings and works with others to improve or transform processes
Technical Skills – Proficiency with MS Excel is a must. Advanced PowerPoint , presentation skills & SharePoint. Knowledge of EDW/Yotta and of Sales CRM systems (SFDC, Siebel, Dynamics) is an asset
Presentation techniques – Able to summarise complex topics and issues into key actionable points in documents and verbally
Proactive, self-motivated with a methodical approach & attention to detail
Creative, flexible, pro-active and open-minded personality with result oriented mindset
Excellent written and verbal communication skill in English and organisational skill
Ability to challenge and provide structured interaction
Ability to work & influence across virtual teams and in a matrix organization. Ability to develop relationships with peers
Ability to learn new skills quickly and work with minimal supervision
Have good analytical skills likes attention to detail
Strong team player with self-motivation and the ability to handle multiple work streams and ad-hoc tasks simultaneously
"Can-do" and positive attitude to challenges and opportunities, willingness to work flexible hours if needed
Ability to prioritise and execute tasks efficiently under pressure
Experience in working in a multinational and multicultural environment is an advantage

Sales Operations Analyst Intern Resume Examples & Samples

Work with a WW team and help refine analytics processes and reports
Provide trends and correlations for HP tools & capabilities accessed within the partner portal
Perform an analysis of site inventory to ensure that pages are audienced correctly
Perform site inventory of partner portal to determine number of pages and tools & capabilities to aid with HP separation activities
Analyze data reports and recommend improvements
Create metrics dashboard to drive learning and action among PPE team
Compile and send Powerpoint presentations as required
Assist with special projects as they arise
Communicate project status, process standards and changes, and issues and workarounds, clearly and succinctly to PPE team
Provide support to PPE team as directed
Candidates should be attending a four-year school and pursuing a business related or technical degree; preferably having finished Junior year
Advanced knowledge of Excel (including advanced knowledge of macros, pivot tables and table cross-reference functionality) to provide trending analysis on our key metrics
Ability to transform metrics to business results
Experience with analytics tools and willingness to learn best-in-class tools within HP such as Omniture Site Catalyst
Strong communications skills and proven ability to work productively In a fast-paced team environment
Microsoft Office skills (Powerpoint, Excel, etc)
Knowledge of online, website, channel and/or technology industry desired
Fast learner with ability to think analytically and strategically but also oversee numerous details
Good communication skills (i.e. written, verbal, presentation)
Candidate possesses drive, passion and enthusiasm
Role is based in Houston, TX

Sales Operations Analyst Resume Examples & Samples

Maintain user roles and profiles, security settings, sharing rules, etc
Create and manage custom objects, fields, formulas, validation rules, custom workflows, and approval processes
Create custom report types, custom reports, and dashboards
Design, document, build, test and deploy enhancements to Salesforce standard and custom objects, page layouts, workflows, alerts, reports and complex dashboards within Salesforce
Research changes in upcoming Salesforce.com releases and other integrated applications; provide recommendations when necessary to enhance efficiency and productivity
Maintain a holistic view of all business processes and users in the system to understand cross-functional impacts with regard to configuration, process, workflow and reporting
Communicate with team members and stakeholders regarding status, technical issues and creative solutions
Analyze impact of new functionality on infrastructure to ensure compatibility with existing functionality
Develop data migrations and integrations between Salesforce and external systems including developing data transformations and creating automated jobs to support business
Manage all new user set-ups and deactivation, including transferring ownership of accounts/contacts/opportunities for deactivated users
Use the Salesforce.com data loader or import wizard to bring information into and out of Salesforce
Analyze and assess technical strategy with teammates related to external systems, Salesforce, and data processes
Salesforce.com Enterprise or Unlimited edition experience
2 years of experience in a salesforce.com system administrator role
Demonstrated strong performance collaborating with Sales to effectively utilize Salesforce.com
Experience with Service cloud, Marketing cloud and understanding of web services API
Ability to recognize alignment between technology and business process
Able to quickly learn and adapt to new process and technologies in order to meet business needs and drive business value
Ability to understand customer requirements and translate them into a technical reality that is extendable and maintainable
Proficient in Microsoft Office, especially Excel, PowerPoint and SharePoint

Sales Operations Analyst Resume Examples & Samples

Prioritize collection activities, generate customer statements, and make past due contact and follow-up with customers
Responsible for the processing and verification as necessary to ensure accurate and timely payment of all invoices
Compiles customer payment histories by creating historical financial spreadsheets on customers and analyzing trends from those spreadsheets
Prepares credit reports based on customer strengths and weaknesses
Interact with customers to obtain additional credit information
Maintain bad debt and bad debt recovery records
Monitor receivables and collections and provide updates of receivables and appropriate reporting procedures
Identify problem accounts and provide regular updates of receivables Sales Office and Sales Operations management
Identify accounts requiring collection agency or legal action and coordinate collections with third party contractors
Monitor violations of credit policies, provide analysis, conclusion and recommendations
Manage customer requests for invoices, customer statements and aging reports
Coordinate with the Corporate Tax Department in preparation and/or distribution of tax forms as required
Assist in creating territory summary and quarter-end summary of accounts
Assist in preparing month-end reporting to Sr. Management
Work closely with Accounting Department to resolve issues involving cash misapplication, payment on account reconciliation, and Withholding Tax
Assist with ad hoc projects as necessary

Sales Operations Analyst Resume Examples & Samples

Minimum 5 years' experience in a Sales environment for a Hi-Tech/Software development Company
Excellent organization, attention to detail, and ability to manage multiple tasks and projects
Ability to work in a dynamic, fast-paced environment and pick up new skills quickly

WW Sales Operations Analyst Resume Examples & Samples

Acting as key supporting member for the WW vCloud Air Sales and Renewals team for reporting requirements and business analytics
Assist with weekly, monthly, and quarterly forecast consolidation and analysis
Generate weekly metric reports & provide analysis for the Renewals Leadership Team to monitor performance across a range of key business drivers
Enable the compensation for sales team; Help establish comp plans; Monitor comp performance
Drive standards of performance and measurement that is consistent with predefined success criteria for the sales organization; track and report on these activities on a periodic basis
Provide recommendations, based on data analysis, in support of key business decisions that impact the Field Operations

Finance & Sales Operations Analyst Resume Examples & Samples

Demonstrable experience in finance within an international or regional context
Demonstrable experience with Sales Operations
Experience with accounting and US GAAP/IFRS (advantage)
Excellent Communication and interpersonal skills
Organized, detail oriented, and strong ability to multi-task
Strong financial systems and business applications skills (Advantage for experience with: Oracle, Hyperion Essbase, Siebel)
Good knowledge of Excel, Power Point and other MS Office applications
Highly flexible, ability to cope with deadlines under pressure
Fluent in English. Other EU languages – advantageous

Global Renewal Sales Operations Analyst Resume Examples & Samples

Engage with GCO Renewals sales professionals on a daily basis
Provide day to day reporting and process management support
Lead sales target setting and forecasting efforts
Support process definition and new systems implementation
Develop and manage key operational reports to monitor and manage operations
Manage processes to maintain management of sales opportunities in Salesforce.com
Remediation of errors generated by the system
Opportunity creation and maintenance
Support quota management and sales compensation processes
Deep analysis of sales pipeline data to ensure forecasting accuracy and provide visibility into the business

Sales Operations Analyst Resume Examples & Samples

Manage creation and final sign off of all US catalogs
Compare RMA, with sample grid and catalog proofs to ensure styles were properly captured in the catalogs. Review catalog proofs with US Merchandising updating all changes on price list
Assist in the maintenance and insure the integrity of the quarterly US Footwear price list through auditing of RMA and systems and through regular communication with US Merchandising, Product Marketing Managers and US Ops Pricing teams
Work closely with outside vendors (designers and printers) to execute catalogs on time and within budget
Negotiate and initiate catalog finalization cost and process efficiencies (printing and finishing options)
Communicate to sales all catalog delivery timelines and prepare quantities for all meetings (RMMs and Prelines).Update reps on catalog status throughout catalog timeline through Weekly Communications
Secure Legal sign off of each catalog by assigned deadlines
Secure catalog imagery from Global Marketing by each assigned deadline
Communicate, track, reconcile and follow up on all sample returns in compliance of policy and according to quarterly schedule. Track rep shipments, returns and return vendor invoices for three way compliance and alignment
Manage all sales rep set on Fed Ex system for sample and business shipping needs

WW Sales Operations Analyst Contractor Resume Examples & Samples

Acting as key supporting member for the WW Realize Air Sales and Renewals team for reporting requirements and business analytics
Assist in all facets of sales planning, inclusive of regular updates to quotas, headcount and sales plan
Continuous development of standard reporting tools to support the ever changing requirements of the business

Sales Operations Analyst Resume Examples & Samples

Minimum 3 years of experience in Sales Operations, Planning, Finance or related areas in Technology, Consumer Goods, Telecommunications sectors or a Management Consulting firm
Team player, inclusive style, ability to multi-task, attention to detail, business and process oriented
Excellent oral and written communicational skills, ability to effectively present complex data and processes and to adapt to diverse audiences at multiple levels
Excellent Excel and Power point skills
Solid understanding of sales drivers and behavior and good knowledge of VMWs and competitive offering
Ability to manage informal teams and manage by influence
Ability to continuously Identify opportunities and to provide recommendations for operational improvements
Strong intellectual ability to learn new tools and understand environments in a rapid fashion
Experience with Salesforce.com or other CRMs preferred
Ability to balance individual work through effective time management, prioritization and organizational skills
Ability to work effectively in both an office-based and remote environments
Ability to travel as required (25% of time maximum)

Sales Operations Analyst Resume Examples & Samples

Interface daily with the sales team/technology department and provide end user support of the Sales Automation application (salesforce.com) and add-ons including CPQ and Services Project Management tools
Perform data integrity and manipulation tasks such as merging duplicate records and correcting data records
Gain expertise by researching changes in upcoming versions of salesforce.com and new/existing resources; Provide systems best practices recommendations, when necessary, to enhance efficiency and productivity
2-4 years of experience in the administration of salesfore.com
Expert functional understanding of systems, databases/database terminology required
Strong proficiency in Microsoft Office applications; must be very capable with Excel (know how to perform pivot tables, Vlookups etc)
Able to effectively manage/prioritize complex tasks and projects
Strong sense of how Sales Automation tools (salesforce.com) can be utilized to improve business processes and the bottom line
Sound analytical skills with the ability to successfully troubleshoot and problem solve with both internal and remote users
Excellent written and verbal communication skills; strong business acumen
Previous experience supporting and/or working with a sales operations function

Citigold Sales Operations Analyst VP Resume Examples & Samples

Partner with global teams in the development and on-going management of national sales reporting. Address operational issues raised by the field, directly or in partnership with other support areas
Manage, design and lead enhancements to the sales platform and customer relationship management system (Salesforce.com)
Support the development of training materials and communicate changes to the field at national and regional sales meetings
Work with senior management and human resources to manage recruiting pipeline and sales coverage in branches and remote channels
Coordinate the development on monthly business reviews delivered to executive management
Analyze sales results; make recommendations to improve relationship manager productivity
5 + years or work experience in financial services/wealth management industries
Direct experience in sales support in an affluent banker program preferred
There is always a better way - seek opportunities for improvement and innovation

Sales Operations Analyst Resume Examples & Samples

Assist with the completion and analysis of weekly forecasts/projections (liaising as necessary with Ad Ops, Sales teams, Business Intelligence and Finance)
Key involvement/input in ensuring best practise is executed for contracts and invoicing to optimise revenue and cash collection
Using varied inputs and reporting systems perform regular and ad hoc analysis on sales data to provide insights on performance and trends to Sales Leadership
Ensure the accuracy of all data housed within Salesforce.com. Recommend and complete ad hoc updates to the system; territory changes, adding new products, and so on
Maintain sales goals and ensure all updates are made in a timely manner and are coordinated across systems including salesforce.com
Assist with revenue modelling for all existing and proposed business lines

Sales Operations Analyst Contractor Resume Examples & Samples

Work on cross-functional teams to drive global standardization of process and systems supporting forecast methodology, sales planning, GTM strategy, and deal execution
Partner with IT and Solutions Teams to analyze and facilitate change within CRM and forecast systems
System and process enablement for GEO leads and counterparts
Provide supporting analysis to drive effective solutions and processes
Effectively document process and policy

Sales Operations Analyst Resume Examples & Samples

Support to bi-annual planning repetitive activities
Self-starting and detail oriented with excellent communication skills
Excellent problem solving and analysis skills
Support Snr Analyst – Americas GTM Planning & Commissions and Upper Level on Sales Targets, Quotas and Field Sales Territory Hierarchy for the CRF process
Support Snr Analyst – Americas GTM Planning & Commissions in documenting the local process
Sales Force experience, configuring custom reports
Support Americas on daily Change of Requests process, tools and systems with respect to planning and commissions activities
Support monthly reconciliation/approval of Commissions calculations/payments

Sales Operations Analyst Resume Examples & Samples

Define and perform data analysis using Excel, Access, and/or SQL to provide insights and identify opportunities for improvement and further analysis
Implement and ensure business analytics are accurately represented across multiple sales channels and offices. Build validations for data and standard procedures to manage and monitor usage to accurately represent sales
Identify, document, propose and implement new business process and systems improvements and sales reporting capabilities that support a multi-faceted sales organization with actionable analytics
Create executive documents to effectively communicate analysis and strategic recommendations for long-term project implementation. Build and present quantitative analysis models to support business decisions
Support gathering system requirements, defining enhancements, testing and implementing new systems and processes for various departments including Sales, Marketing, Finance and Operations
Provide user support for systems/processes, including ad hoc analysis for management
BA/BS in Business, Economics, MIS, Statistics, or related field
3-5 years minimum relevant experience in Sales Operations, e-Commerce, MIS/BI or similar field
Prior experience with Media/Ad or B2B sales processes preferred
Prior experience as a Data, Systems, and/or Business Analyst preferred
Advanced skills in Microsoft Office, especially proficient in Excel and PowerPoint
Access, SQL, or equivalent query-building experience preferred, VBA a plus
Good understanding of quantitative analysis techniques, including: descriptive statistics; hypothesis testing; regression analysis; modeling and optimization
Familiar with Salesforce.com or competitive CRM systems, especially regarding design of reports and dashboards
Possesses customer-focus, attention to detail, enthusiasm for research, creativity in problem-solving
Able to work independently and as part of a team, balance changing priorities
Some travel is expected for this position

Sales Operations Analyst Resume Examples & Samples

Analyze supply delay reports provided by International Operations. Understand the impact of delays on the order bank. Recommend actions to mitigate the impact of delays on the customer and business results. Liaise with the Sales and Customer Service Teams to ensure that delays are communicated appropriately
Review production orders placed by the Canada Procurement Team. Ensure that the production orders align to forecasted buy requirements, fully cover customer orders, and are confirmed to the requested delivery date. Raise and help resolve minimum order quantity, buy-ready, or late confirmation issues. Be the point person with the Canada Procurement Team with regard to buy questions or issues, resolve issues as possible, consolidate and escalate issues as needed
Support the process of providing monthly demand and buy-quantity forecasts to the global Sourcing Team
Prepare demand and buy recommendation analyses for both cross-functional and management review. This should include but is not limited to size curve analysis, months of supply/coverage analysis for different product segments (core, carryover, new, etc.), and buy-recommendations compared to the OTB/Financial Inventory Plan
Assist in coordinating monthly cross-functional demand/buy meetings including representatives from Sales and Sales Operations
Support the process of “ranging” new styles. Ensure information flows correctly from RMS to AFS and audit for transaction readiness – buying, selling, etc
Produce and distribute both standardized and ad-hoc reporting to the Sales, Sales Operations Teams as well as other stakeholders
Coordinate regular order-book reviews for National Accounts with the Customer Service and Sales Teams
Support the analysis of off-price order proposals, including margin analysis, availability verification, validation of product life-cycle status and review for channel conflict
Bachelor’s Degree with 3 years related experience
Intermediate Knowledge of Microsoft Excel, Word, Powerpoint, Outlook and reporting tools
Strong Written / Oral Skills required
Strong administration skills – organized, excellent attention to detail
Self-motivated with ability to multi-task in a fast paced, dynamic environment
Experience working with a retail or wholesale field organization preferred
Experience working with SAP considered an asset

Sales Operations Analyst Resume Examples & Samples

BA/BS degree with a minimum of 1 year of related customer support and operational management experience; In lieu of a BS/BA degree, must have a High School degree or equivalent and a minimum of 5 years of related customer support and operational management experience
Experience in order management and claims resolutions
Must be proficient with one or more large inventory/financial software systems such as SAP
At a minimum, Intermediate level MS Office skills (Word, Excel, PowerPoint, Outlook)
Proven interpersonal and communication skills, with a demonstrated ability to work independently
Must be able to travel regionally, to customer sites, as needed
Working knowledge of manufacturer reseller relationships is highly desired
Working knowledge of logistics and warehousing functions a plus
Must be familiar with EDI transmissions and correction processing

Sales Operations Analyst Resume Examples & Samples

Key responsibilities and accountabilities
4+ years experience in an Operations or business analyst position, with reporting and analysis responsibilities
12months+ Salesforce.com experience
4+ years in sales-field coverage multi-tier solution environment
Familiar with a Sales Operations practice within a matrixed organisation serving a software/services business of 5-10B

Sales Operations Analyst Resume Examples & Samples

Manage, create and distribute budget, revenue and forecast reports
Create and analyze year end reports of sales and revenue forecast vs targets
Follow up the sale cycle from the creation of a lead to a closed deal and revenue recognition, pipeline, sales and forecast
Point of contact between finance, sales, professional services, legal, contract administration and marketing departments
Audit some Finance processes
Deliver Client Loyalty Survey Results
Five or more years experience in loan origination, loan servicing and/or loan secondary market trading areas of a bank, savings institution, mortgage lender/broker or comparable financial services company
Knowledge in eCRM, CRDB & InTouch Systems
Strong written and verbal communication skills (English required)
Knowledge and understanding of the financial services industry
Bilingual (Fluency in Spanish and English; desirable)
Ability to multi-task demonstrating flexibility to easily adapt to changing business priorities
Can work independently or within a team environment
Knowldge od Salesforce.com
Ability to work with internal team members as well as external members such as vendors and clients as required

Cleversafe Sales Operations Analyst Resume Examples & Samples

Create and manage Salesforce.com reports and dashboards
Integrate, compile, analyze, and evaluate data on sales performance metrics, including trends for products
Development of thoughtful analytics and delivery of meaningful insights driven by data as required by the business
Provide ad hoc analyses to understand quotas, commissions, and/or sales rep performance and territory/market analyses
Assist in the analysis of territory alignment and optimization
High proficiency with Salesforce.com
High proficiency with Microsoft Excel
Knowledge of Visio, CPQ and ERP applications
Proactive, creative, entrepreneurial and results oriented
Obsessed with providing a high level of customer service
Able to multi-task and prioritize requests based on importance and timing for key decision-making or events
Minimum of 3 to 5 years with complex software solutions or experience with Storage industry

Sales Operations Analyst Resume Examples & Samples

Works to ensure all sales organization objectives are being met in a timely fashion
Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency in the sales organization. As needed, coordinates planning activities with other functions including HR, Marketing and Finance
Assist, review and verify monthly quota attainment and for business unit, sales executives and sales managers
Monitor the sales reporting systems to ensure data is accurate and up-to-date
Provide sales reporting and analytics support for senior Sales Leaders and Division executives

Sales Operations Analyst Resume Examples & Samples

Liaise with sales leadership, the sales force as well as various internal departments to develop and administer programs and processes which enhance the overall sales process and achieve corporate goals (i.e. deal review, compensation, recognition)
Consult with leadership to design dashboards, reports, forecasts and analysis at regularly scheduled intervals and on an as needed basis
Improve the usefulness of current sales reporting and design new reports to track key sales performance metrics
Administer sales compensation and recognition programs

Sales Operations Analyst Resume Examples & Samples

Coordinate the flow of materials and sales orders for accurate and timely sales order entry and compliance
Assign season codes in SAP according to material intro date and material MM/PP status to aid in the accurate and timely entry of sales orders
Approve final sign off of each seasonal catalog
Compare price list with RMA and catalog proofs to ensure styles are properly captured in the catalog
Assist in the update of all systems in accordance with all style pricing, movement and status
Set up SAP pricing conditions to support and accurately calculate customers’ and materials’ pricing and discounts. Work with Customer Service on accurate sales order entry and with Credit on any pricing issues
Assist in the maintenance and insure the integrity of the quarterly US price lists through auditing of RMA and PLM and systems and through regular communication with US Merchandising, Sales Planning, Product Marketing Managers and development personnel
Assist in the testing of system upgrades
Audit and review all communications prior to them being included each week’s communication (sell sheets, programs, product movements)
Load pricing and seasonality for all materials, including non US models or styles for Fit Hub, Ecomm, Reebok Retail, Sports Marketing and Concept by each season’s designated deadline and in alignment with RMA data
Knowledge of RMA system, PLM System, SAP. Microsoft Access and Power point experience a plus

Sales Operations Analyst Resume Examples & Samples

Directly supports the VP and Manager of the National Sales Operations team
Proactively provides consulting at the business unit-level
Analyzes trends, researches issues and responds to inquiries
Contributes to the development of best practices for company
Proactively identifies and builds process improvements
Interfaces with business, finance & sales leads, as well as the Salesforce development team and IT teams to aid in all sales operations activities
Will manage processes including preparation of templates, coordination of meetings, and preparation of presentation materials
Create reports and dashboards in Salesforce and interpret the data to aid in strategic decision making
Work with sales/support teams to understand their workflows and how to best integrate salesforce
Work with iHeartMedia’s Salesforce development team to define development requirements, confirm successful implementation and ensure timely delivery
Track Salesforce usage compliance across the national team
Answer basic Salesforce process related questions from sales/support teams
Create and maintain documentation of each team’s sales process
Create and maintain training documents for all sales processes and systems
Assist with creation and maintenance of the National team’s onboarding process
Self-starter, can work independently under minimal supervision
Highly detail oriented, with strong attention to accuracy
Excellent planning and organization skills; can multitask and prioritize workload under tight deadlines in a fast-paced environment
High degree of quantitative, analysis, problem-solving and decision-making skills; critical thinker
2+ years in operations, strategy, finance or similar type-role preferred, but not required

Sales Operations Analyst Resume Examples & Samples

Product and revenue performance analysis - providing business analytic strength to help drive initiatives critical to ongoing growth
Lead the quota setting process for the Sales Teams in the Region
Support Sales teams with planning and operational asks
Lead statistical analysis on product performance to drive insights & client recommendations for the Strategic Client Services team
Partner with the sales channels to drive accurate analysis around product adoption and revenue performance
Provide analytics in support of new or enhanced products, including KPIs, goals, and adoption rates across advertisers
Revenue analysis: Analyze current channel, vertical, and sub-vertical performance and identify levers for driving revenue growth
At a minimum, Bachelor's degree from a top institution in an analytical field (e.g. Computer Science, Engineering, Mathematics, or Statistics)
5+ years work experience in a quantitative field or equivalent educational experience
Strong interpersonal skills with demonstrated ability to present technical content to general audiences
Ability to manage multiple concurrent projects and drive initiatives in a cross-functional environment
Advanced Excel and SQL skills
Prior experience with online advertising preferred

Sales Operations Analyst Resume Examples & Samples

Maintain weekly, monthly and quarterly reporting
Review and maintain agency commitment tracking
Pull ad hoc revenue reports as requested
Ensure accurate revenue reporting
Map advertisers to parent accounts in salesforce
Communicate daily sales to office
Agency quarterly review reporting
Support pipeline analytics reporting
2+ years of relevant experience
Demonstrated ability and eagerness to learn
Self-motivated with high attention to detail
Ability to adapt in a changing environment
Ability to work under pressure, change directions quickly and meet deadlines
Advanced analytical and excel skills with large data sets
Strong database management skills
Previous experience working with in the advertising industry would be an asset

Sales Operations Analyst Resume Examples & Samples

Maintain accurate sales records and analyze sales performance in a monthly topline report
Manage the sales forecast, with a clear understanding of the customers, projects, ingredients, prices, and contracts behind the numbers, as well as the revenue and production implications
Distribute sales forecast updates to sales, operations, customer service, sales support, and finance for global alignment and to support functional strategic planning
Interpret data to identify sales plan issues (such as sales forecast gaps vs. budget, production plan gaps vs. sales plan, product availability issues, customer delivery issues, or sales recognition issues) and create appropriate methods of communicating and recommending solutions
Create and sustain relationships across functions that result in open communication and collaboration and increase transparency throughout the business
Foster an overall environment of innovation and teamwork
BA/BS with a major within business, finance, economics, or math preferred. MBA is a plus
3+ years of proven success delivering results and demonstrating potential for growth in a sales, sales operations, or consulting environment
Proven financial modeling and forecasting experience and capabilities
Experience managing projects and working on cross functional teams
An entrepreneurial, high energy, action-oriented individual who thrives in a fast paced, high passion, high growth environment
A “roll up your sleeves” individual who can both excel within their job function and take on additional projects as necessary to support the organization

Sales Operations Analyst Resume Examples & Samples

Manage prebook sales tool by maintaining program data, updating account discounts and credit terms via category, determining eligibility, initiating investigations, communicating resolutions and distributing reports
Analyze discounts and credit terms data in order to provide feedback on program utilization and effectiveness in achieving desired results
Manage commissions tool by maintaining program data, auditing and validating information for correctness, distributing monthly statements and entering manual adjustments
Investigate, troubleshoot and track Sales Representative commission discrepancies, inaccuracies and missed payments
Develop and maintain tool to display and house negotiated account inline discounts. Perform audits, systems/process updates and other administrative functions as needed
Establish role within Sport Wholesale team as a subject matter expert for all prebook, discount and commission reporting related issues
Evaluate sales operations tools periodically to incorporate process and systems improvements
Participant in the evaluation, selection and implementation of all new sales operations support tools and systems
Partner with Sales Representatives, sales support staff and the business intelligence team for improvement opportunities and attend regularly occurring sales meetings
General ad hoc sales support tool analytics, data maintenance, and miscellaneous projects

Finance Sales Operations Analyst Resume Examples & Samples

Excellent organizational, troubleshooting and problem solving skills
Exceptional communication skills (written and verbal) in English and local language (if applicable)
Ability to influence stakeholders
Ability to effectively manage priorities and adjust as priorities change
Advanced MS Office (Outlook and Excel minimum) skills
Good business acumen and judgment
Understanding and knowledge of

Sales & Operations Analyst Resume Examples & Samples

Compile, Analyze, Reconcile, and report KPI's for Image to support the S&OP Reviews and illuminate opportunities for improvement
Advocates order fulfillment and customer service requirements and performance metrics through the entire supply-chain and supports Weekly Sales and Service S&OP meetings
Supports S&OP vendor performance reviews for all channels of product supply with KPI's and leadership
Reconciles month end inventory rolls and drives root cause analysis for process improvements
Facilitates cross functional ownership of S&OP end to end processes and root cause analysis
Work on management sponsored projects and/or strategic initiatives
Manages sku effectiveness – size percentages, L sku, seasonal Hemmed skus, and reports results with recommendations for optimizations
Manages Safety Stock levels
Leads replenishments within the distribution centers
Years of Related Professional Experience: Bachelor's Degree in Business or related field plus experience to total 7+ years
Experience in planning or operations
Experience implementing process improvements and change management
Excellent Analytical and problem solving skills
Superior Excel skills, proficient in Access, Brio experience a plus
High customer focus with an ability to drive results
Ability to work/communicate with all levels of the organization
Develops collaborative and diverse relationships
May require infrequent travel to other areas of the country
Work is structured around S&OP cadence of reporting
No relocation assistance is available for this position

Sales Operations Analyst Resume Examples & Samples

A solid background in Sales Operations and/or Business Planning (Operations) or financial analysis is required together with the ability and personality to articulate this background in a meaningful way for our field and management organization
This position requires applicants who are able to communicate effectively with people of all job levels and personalities. Compensation analysts must have good evaluation skills and the ability to convey information in legible reports to their human resources and executive groups
The Candidate will need to combine sound business judgment and superstar project management abilities with razor-sharp problem-solving, communication and analytical skills
The Candidate may be required to work a varied schedule to accommodate various time zones and specific quarterly business cycles as needed and until additional Desk staffing is in place
Experience working with analytics packages and tools (SFDC, etc) and compensation management software (Xactly) is desirable
Power Microsoft Excel user, knowledge of database and sales support software applications. Strong analytical skills required
Strong knowledge of the computer as well as Microsoft Office application expertise
Be a confident self starter
Must have excellent organizational skills, detail oriented, and able to perform repetitive tasks with extremely high accuracy
Effective presentation, organizational, planning skills, and interpersonal skills
Experience working as a member/lead on software implementation projects
Excellent verbal and written communication skills and the ability to interact professionally with diverse groups, executives, managers, and subject matter experts
5+ years direct experience in Sales, Sales Operations, or Business Operations
B.S. or equivalent experience in business, finance, or related discipline

Sales Operations Analyst Resume Examples & Samples

Build ad hoc reports and analyses based on requests from the sales team
Ensure consistency, reliability and, quality of all standard reporting deliverables
Communicate effectively with field sales managers to identify and address areas for improvement
Build and maintain models to measure and forecast key metrics for the sales organization using Tableau, Salesforce.com, and Excel
Minimum of Bachelor's Degree from a top university or equivalent experience and evidence of exceptional ability
1 to 2 years of experience in Sales Operations or Analytics preferred
Experience with Salesforce, Tableau and Microsoft Excel, SQL is a plus
Detail-oriented, and execution focused

Sales Operations Analyst Resume Examples & Samples

Advanced knowledge Sales force , Opportunity, accounts, territory management, Account planning, , partner and other modules
4-7 years experience in sales operations, pipeline and opportunity management
Minimum qualification - Graduate
75106BR

Sales Operations Analyst Resume Examples & Samples

Revenue performance analysis
Support Sales teams with planning, process and operational asks including revenue potential, product focus, resourcing and channel design
Product adoption analysis: provide analytics in support of new or enhanced products, including KPIs, goals, and adoption rates across advertisers
Revenue analysis: analyze channel, vertical, and sub-vertical performance and identify levers for driving revenue growth
Process efficiency and Automation
Focus on process and continuous improvement through process alignment and enhancement of key sales processes
Project manage the development and automation of localized tools and dashboards that Sales teams can use to extract data and insights
Bachelor's degree from a top institution in an analytical field (e.g. Computer Science, Engineering, Mathematics, Business or related field)
4+ years of work experience, prior experience in Sales Analytics, Sales Finance, Sales Operations, and/or Strategy consulting preferred
Demonstrated problem solving ability with experience providing practical business insights and recommendations from large, complex data sets
Strong analytical skills, with experience solving ambiguous problems using data and providing practical business insights
Process-oriented
Strong interpersonal skills with demonstrated ability to present content to a wide audience
Strong understanding of statistical analysis or SQL or Excel skills
Periodic travel a few times per quarter
Fluent in Mandarin and English

Sales Operations Analyst Resume Examples & Samples

Leverage and deploy technology that supports the Lamb Weston Retail Business Unit strategy and business objectives
Evaluates proposed and existing technologies to determine what systems will best support the business unit
Develops strategy to ensure focus and proper allocation of resources
Works with other functional partners to ensure adoption of all Go To Market (GTM) technology
Provides day to day support for Lamb Weston Retail specific GTM technologies
Collaborates with Lamb Weston Retail Learning & Skill Building lead to fill competency gaps on new and existing technology
Collaborates with functional leads both internally and externally to foster linkage in regards to common technology
Integrated CRM tool

Sales Operations Analyst Resume Examples & Samples

Create and maintain reports through analytics of sales data to benchmark rep/distributor/regional/customer progress
Maintain existing sales reports and design new reports as needed for JBL executive management
Participate in the evaluation, selection, and implementation of system related improvements and modifications to aid with analytics and reporting
Work with Harman Professional sales force and Manufacturer’s Representative sales force to assist with sales related problem solving and identification of opportunities to increase sales
Manage JBL US transducer sales when required. This includes forecasting, field rep management, customer management and interaction with Harman Brazil staff (Selenium)
Attend trade shows when required
Travel to visit key transducer customers when required
Bachelor’s Degree in Business Administration (Marketing, Management, Accounting, Finance, etc.)
Advanced knowledge of Microsoft Office, especially Excel
Analytical and well-organized
Ability to handle a variety of projects simultaneously
Ability to read, analyze, and interpret technical journals, financial report and legal documents
Ability to respond to inquiries or complaints and to effectively present information to customers, dealers, distributors, sales representatives and senior management

Sales Operations Analyst Internship Resume Examples & Samples

Pursue learning opportunities even when outside own comfort zone and adapt to work environment
Analyse and solve problems with given resources, knowledge and through working with colleagues
Plan and organize tasks and demonstrate dedication to complete assigned tasks on time

Sales Operations Analyst Resume Examples & Samples

Maintain/consolidate/update territory rules for the region
Set up AOT by rep and perform rep performance analysis
Regular reporting to different level, from rep to senior management
Continuous improve reporting visibility to sales team through driving operation process
Provide various analysis to drive effective, data-driven decision making by Sales/Marketing managers
Provide pricing analysis in certain pricing processes

Sales Operations Analyst Resume Examples & Samples

Creation of comprehensive excel based reporting tools and integrating with large data sets pulled from SAP
Updating and refining reporting tools to better suit the needs of sales management
Monthly detailed top line and margin reporting to management and executive teams
Ownership of reporting function for the sales department
Support sales planning activities through the development of financial & analytical tools and models
Budget tracking and assisting in long term and short term sales forecasting
Conduct ad hoc analysis for the sales field (business reviews, pricing analysis, and growth opportunities)
Evaluate and report on sales opportunities and developments given sales data and goals
Creation, distribution and maintenance of dynamic order forms for all US sales channels
Create and update detailed financial graphs and presentations for upper management
BA/BS in Accounting/Finance/Business Administration or other related field
Minimum 3-5 years’ experience in Sales Operations/Analytics or other related field
Very strong knowledge of SAP
Advanced proficiency in MS Excel skills including pivot tables, vlookups, graphs and index/match functions
Fast-paced strategic problem solving ability in a variety of situations
Industry experience in Action Sports/Sporting Goods is a plus

Sales Operations Analyst Resume Examples & Samples

Prepare, review and approve a range of legal documents across business units, including reviews of terms and conditions in conjunction with Sales Coverage and Legal
Liaise with Management of Information Systems to enhance technology and solve system issues
1-2 years post education professional experience
SalesForce knowledge is an advantage

Sales Operations Analyst Resume Examples & Samples

Experience implementing and building Salesforce instances following the principle of Account Based Marketing & Sales
Experience with Echosign
Experience with SteelBrick
Experience working in a startup
Sales Cloud / Service Cloud / ADM211 / Dev401 Certifications

Sales Operations Analyst Resume Examples & Samples

At least a B.A., preferably in Statistics, Economics, or Business Administration
Highly analytical and quantitative with strong attention to detail
Ability to quickly and effectively build partnerships with stakeholders across the company
Exceptional communication skills and an ability to effectively present analyses to both internal and external clients and influence change
Ability to manage multiple, competing priorities
Experience and understanding of telecom reporting a plus
Familiarity with Salesforce and SaaS-based sales compensations tool a plus

Sales Operations Analyst, Ubereverything Resume Examples & Samples

Experience with SQL
Experience with a BI tool, like Tableau or Looker
Experience working with Sales Compensation or Sales Finance

Sales Operations Analyst Resume Examples & Samples

Pull, format and analyze data from Salesforce.com- 20%
Work with Sales leadership to develop accurate forecasting- 20%
Create weekly, monthly, quarterly and adhoc reporting- 40%
Own and update Master Data in Salesforce.com- 10%
Create Executive reporting- 10%
Create and manage routine executive sales leadership reporting including custom analysis as required on sales operations and results
Work with Sales teams to develop accurate forecasting for several business units
Works closely with sales & marketing teams to develop special project related reports, analyze data and report findings
Provide user support on Salesforce.com and other critical tools and applications as needed
Communicate and work effectively with our sales team and collaborate on data management
Assist in the development of internal audits and controls to ensure integrity of business processes and data
Acts as a liaison with other departments to ensure the integrity of master data information available through various systems and reporting structures

Sales Operations Analyst Resume Examples & Samples

Own the specials compliance program, define and implement new strategies and monitor adherence for over 5,000 annual campaigns
Own and monitor supplier insurance program, develop and implement new processes and reporting, perform audits of key products/suppliers
Develop, plan and implement projects to ensure contract compliance for over 10k suppliers; identify gaps, develop processes to manage gaps and exceptions, generate reporting
Manage contracting processes, including entering information into internal tools, identifying updates to internal systems and performing audits of
Manage and enhance ancillary revenue programs, define and revise processes, tracking and reporting of incentive overrides, eFees and supplier marketing programs
Generate, track, analyze and report on key sales team metrics, including presenting findings and analysis to senior leadership
Define and implement changes to internal tools in support of department analytics and corporate goals
Identify and implement new metrics and reporting designed to provide strategic insights, optimizing sales team efficiency and supporting sales team strategies
Act as point of contact with Business Analytics and Finance on regular and ad hoc reporting

Sales Operations Analyst Resume Examples & Samples

Administer process for receiving contract request and validating accuracy of pricing and terms
Organize contracts for approval by legal
Print, secure signature, scan and store executed contracts
Upload fully executed contracts into Enterprise Contract Repository
Utilize Sharepoint to distribute content and assist with maintaining the group Sharepoint site
Handle customer checks by scanning and saving copies on our network drive and preparing them for processing by Accounting
Fulfill contract requests received daily by contacting internal Business Units to obtain and route fully executed contracts
Administer client Database (Microsoft Access) and make updates as requested by the team
Prepare ad-hoc reports based on business analysis activities performed as needed
Perform recurring monthly audit of select customer invoices to validate billing accuracy
Available to work 20-24 hours per week in the office
Previous experience in contract administration, sales operations, or database administration preferred
Strong computer proficiency, with an emphasis on Excel and Access
Strong organization skills, including following established processes, with the ability to effectively manage workload expectations and meet commitments
Strong attention to detail is critical to ensure data and process quality
Experience working with complex datasets, financial models, and spreadsheets preferred

Sales Operations Analyst Resume Examples & Samples

In conjunction with the Sales Operations Director, gather client and revenue information
Develop and implement a periodic process to review pipeline and forecast information with Sales Executives and Executive Management to ensure accuracy
Gather account profile and marketplace information to formulate account specific management strategic plans
Establish reporting with each product company for new sales generated internally or by other sales groups to ensure we have a complete understanding of new revenue generated by product and product line
Work with Sales Executives to compare sales forecasts and business plans with product company goals and strategies to ensure they are in sync
Work with Sales Operations Manager and developers to design new executive account views and reports
Analyze user processes and recommend process improvements and enhancements to meet user requirements. Serve as power user for system, providing training and guidance for users throughout Data Trace Sales
Work as a Cross-functional liaison with Marketing, Product, Finance, Client Services, Operations, Legal and HR as it relates to Data Trace Sales Operations support
Bachelor’s degree in accounting, business administration, or finance or equivalent combination of education and experience required
3-5 years account management experience
Understanding of CRM software applications (SalesForce) and knowledge of the title/servicing industry
Minimal supervision in provided. Manager will set overall objectives
Employee is expected to work with salespeople, identify tasks that need to be completed and develop and implement processes to complete tasks without manager’s involvement or oversight
Knowledge of MS Office applications with an emphasis on Excel and Access
Excellent organizational and communication skills, both written and verbal
Sound decision making and problem solving skills
Ability to build relationships and ensure cooperation across First American product companies
Ability to work independent of direction instruction or supervision to achieve goals and objectives
Must be comfortable working with all levels of employees and management throughout First American enterprise

Sales Operations Analyst Resume Examples & Samples

Provide day-to-day support to Sales Ops APAC Team in connection with the Tax Project
Will handle responses/inquiries from our clients
Perform other relevant adhocs that needs to be addressed accordingly on a day to day business operation
University / College degree is a must, with 0-2 years post education professional experience preferred
Finance background, through studies or internships preferred
Working knowledge of Microsoft Office programs
Experience with Customer Service/Helpdesk environment is a plus

Sales Operations Analyst Resume Examples & Samples

Maintain the field alignment for multiple products
This role will work closely with the Sales Management Team to review and finalize all alignments each quarter
Manage alignment file distribution process
Answer questions from field employees related to sales data
Work with 3rd party data vendor to manage sales data and reports
Provide cross-functional support and assist Sales Management on projects as needed
Offer Veeva support to marketing team as it relates to CLM and approved email
Provide support and coordination for Sales Operations team inquiries, ad-hoc requests and projects
Minimum of 5 years of experience in a sales operations role
Strong understanding of sales processes and territory planning
Experience using alignment tools
Experience with a CRM system, Veeva preferred
Education and Experience for Senior Analyst level
Bachelor’s degree required. Advanced degree preferred
Minimum of 7 years of experience in a sales operations role
Experience with a CRM system, Veeva required
Knowledge of 3 party data preferred
Proficient with Microsoft Office applications including Excel and PowerPoint
Working knowledge of Access preferred

Sales Operations Analyst Resume Examples & Samples

To take part in managing and reviewing renewal opportunities accurately and on time in Sales Force.com
Bachelor degree in Computer Science or related Sciences/Technology field
University / College degree is a must, with 0-1 years post education professional experience
Fluency in English is a must; any second language (French or Italian or German) is highly appreciated

Sales Operations Analyst Resume Examples & Samples

Bachelor’s Degree in Accounting or Finance
2-3 years of finance and/or pricing analysis experience required
Experience with SAP and related analytic tools preferred
Ability to work in a fast paced, dynamic global environment
Proficient MicroSoft Excel skills; advanced skills including use of pivot tables, lookups, macros skills preferred
Strong communication (written and oral) and organization skills
Competence in dealing with very confidential data / information

Sales Operations Analyst Resume Examples & Samples

Acts as the financial subject matter expert within the Business Development & Sales function providing market insights, historical analysis, and ad hoc reporting helping to enable more productive growth and profitability of the business unit
Prepares order and sales forecasts and collects and analyzes data to evaluate current sales goals
Assists in the development of sales quotas and forecasts for the sales team
Reviews capital expenditures and analyzes sales-related expenses associated with such things as the order pipeline, bookings, revenue forecasting, revenue reporting, sales productivity and goal attainment
Evaluates pricing structures to ensure fit with company objectives
Effectively incorporates client delivery schedules and operational changes into future revenue forecasts and revenue timeline considerations
Enables and drives improvements in reporting capabilities to provide different views that facilitate alignment and management across the business
Researches, recommends, and develops KPIs to measure performance targets and drive improvement behavior
Researches and evaluates current and future economic conditions that may affect the organization's ability to sell its products or services in the marketplace
Evaluates and recommends changes to current sales techniques, procedures or pricing based on market research, customer trends, and evaluation of capture ratios
Maintains and enhances sales force automation systems, product/service costing models, and margin management tools/systems to effectively monitor and manage revenue/expenses
May develop sales quote tools
Assists in the development of market capture strategies and presentations under the direction of BD&S management
Updates and creates standard work and work instructions for key processes to ensure the continued sustainment of processes
Experience with market pricing analyses
Able to apply ROI evaluation framework into the marketing function
Prior experience in Sales and/or Inventory Operations Planning
Experience with Oracle E-Business Suite or other ERP/CRM business applications

Sales Operations Analyst Resume Examples & Samples

Responsible for engaging, formalizing and implementing sales process improvement with sales leaders and sales personnel to drive efficiency and user experience
Manage and execute key Sales & cross-functional initiatives as assigned, through key meetings, communications, managing and monitoring progress and expectations
Prepare tools for tracking sales metrics, trending, and forecasting leveraging Salesforce.com
Perform analysis of KPIs, identify and analyze key trends, and regularly highlight performance issues and areas of improvement to increase revenue potential to the leadership team
Gather business requirements and recommend process improvements and changes to the Sales systems (Salesforce.com, Steelbrick, and Apttus) and processes with outcomes tied to revenue gains
Coordinate resources and deliverables timely to ensure successful achievement of timelines and objectives
Create, improve, implement and enforce sales operational processes and policies to drive consistent and measurable success in the Sales organization
Primary liaison between Sales and business owners from across the organization, including Finance, Marketing, Product Management, etc. to drive connections and communications to and from the Sales organization
Collect, extract, and compile data from various systems (including Salesforce.com, Steelbrick, and Apttus) and works with management to develop sales reporting to increase business intelligence
Develop enhancement and conduct ongoing data maintenance by working with various
Experience in CRM Systems and Management (Salesforce.com preferred)
Experience in Sales, Sales Process, Sales Reporting, and Sales Analysis
Experience in Configure, Price, Quote Tools (Apttus preferred)
Experience with corporate team activities including cooperative development of successful programs executed by sales
First-hand experience with progressive sales automation systems and demonstrated ability to improve sales productivity, based on use of sales automation

Sales Operations Analyst Resume Examples & Samples

Proactively identify trends and best practices in sales performance
Work with Sales Managers and Directors to enhance/encourage behaviors considered best practice
Provide direct support to the Sales Directors and Managers to provide analysis of AE activities
Guiding point of contact in Sales policy development and rules of engagement and process change
Define, document and roll out Sales Policies and Procedures
Train to become a Salesforce.com power user
Manage Data Governance, validation and cleansing
Strategic Territory Design support and cleansing
Sales System Admin /Ownership (SharePoint, Salesforce.com)
Salesforce.com adoption and on-going support
Creating/maintenance of location to house documentation, training materials, best practices, FAQs
Work as the Sales representative in cross-functional projects
A Bachelor's degree from an accredited four-year college or university
Experience in Sales, Sales Support, Marketing or Finance
Experience in data analysis and queries
Experience in sales process
Experience with relational databases
2-4 years proven success in a fast-paced, challenging environment
Proven ability to prioritize and manage multiple tasks with tight deadlines
Strong personal and interactive skills with all levels of Management
Willing to propose ideas and solutions to management
Advanced Microsoft Excel skills required
Strong Microsoft PowerPoint, Word and Access skills
Apttus CPQ experience a plus

Sales Operations Analyst Resume Examples & Samples

Salesforce.com super-user/support for Direct field sales with Order entry system
Xactly liaison providing support and training on commission plans and policies to field sales
Create and maintain internal processes for territory segmentation
Using internal QlikView applications to provide operational analysis and reporting
Assisting in the planning and distribution of quotas
Ensuring alignment of all functions within the Americas business units regarding systems and processes
Provide pro-active and value-add sales and decision support to the Americas team
Enforce alignment and compliance with global policies and procedures while coordinating with the regional operations team
Americas
Revenue / Budget
At least 2 years operations experience – Commission experience a plus
Strong sales and/or financial analysis experience
At least 2 years of CRM experience – Salesforce.com a plus
Proficient in Microsoft Product Suite
Willing to travel occasionally – 10%
LI-TL

Mid-market Sales Operations Analyst Resume Examples & Samples

Conduct sales analysis and provide direction and insight to support the North America Commercial Sales management team
Develop analyses and presentations for leadership that contain insightful and actionable intelligence
Participate in various structured and ad hoc planning and analysis projects
Work under tight deadlines; work extended hours during quarter-end or year-end periods when required
Develop an understanding of Red Hat workflows and an in-depth understanding of policies
Translate key findings into visual presentations to include graphs and charts
Assign output to the Global Shared Services team based on capacity needs and supervise delivery accuracy, formatting, and completeness
Collaborate internally to analyze data sets in order to solve business problems, test accuracy of data sets, and conduct data mining for enablement and planning purposes
Evaluate existing business processes and systems to identify gaps and opportunities for streamlining, consistency, and efficiency
Bachelor's degree in business administration or a quantitative field with 5 years of experience in the job offered or in a related role supporting a sales organization, or a master’s degree in business administration or a quantitative field with 3 years of experience in the job offered or in a related role supporting a sales organization
Experience with spreadsheets, including experience managing diverse large data sets, compiling sales reports, and performing analyses
Experience working for or working with a sales management and field, business consulting, or marketing organization
Ability to understand complex system logic and processes, and use this knowledge to deliver analysis to support strategic decisions
Experience collaborating with sales team members to gather critical information and deliver data-driven analyses and recommendations
Experience using at least one data mining tool (e.g. BusinessObjects or SAS)
Ability to concurrently use different tools (e.g. BusinessObjects, MS Excel, MS Access, QlikView, SAS) and techniques to derive innovative solutions
Experience reporting in a CRM system like Salesforce.com, SAP SRM, JD Edwards, or SalesLogix
Experience with building complex data analyses and working for or working with a sales, business consulting, or marketing organization
Experience writing custom logic and joining data sets together to achieve results
Advanced spreadsheet skills, with proven experience managing and summarizing large data sets

Sales Operations Analyst Resume Examples & Samples

Partner with Regional Sales Executives to assist with commercial structuring and negotiation of deals
Work with Legal to ensure contracts accurately represent commercial agreements and adhere to revenue recognition principles
Monitor and follow-up with management regarding deals and sales forecasts
Use knowledge of company products, services, support and technology to oversee sales operations activities to achieve company goals in relation to License and Maintenance/Support revenue
Run weekly basis reports and analyze key data driving the renewal business
Research and respond to internal client and technical issues
Manage business process controls and workflows
Participate in Systems analysis, training, and testing
Ad hoc projects
1-2 years’ experience either in an accountancy practice, IT sales operations or similar
Operates at the highest level of integrity
A self-starter, working independently, with ability to make decisions
Must have a passion for details and driving issues to resolution / closure
Advanced Excel essential and understanding of basic CRM software (SFDC), analytics and analysis would be ideal
Accounting or Business Degree

Sales Operations Analyst, Asean Resume Examples & Samples

Work on sales pipeline management
Conduct account planning exercises and Named Account List maintenance
Produce reports and dashboard to field sales reps on demand
Conduct sales training and refresher sessions for new hires and those in need proactively
Support daily order tracking and special discount approvals tracking
Support APAC Operations, Order Management, and Bid Desk teams with ASEAN-related matters
Support launches of new tools and other APAC and global operations initiatives and activities
Work on sales commission validation
Assist with financial year planning activities
Assist with ASEAN management reporting, such as monthly team meeting and QBRs
1-3 years of relevant working experience in sales operations; new graduates with a positive attitude and applicable skill sets may also be considered
Excellent verbal, interpersonal, and written communication skills
Experienced user of Microsoft Office tools (Excel, Word, and PowerPoint)
Experience in CRM tools is preferred
Ability to organize and prioritize different tasks and deadlines to achieve goals and expectations
Ability to work and grow as part of a dynamic team whilst demonstrating flexibility and a desire to make things happen
Capability to maintain a positive focus in difficult and challenging circumstances

Sales & Operations Analyst Resume Examples & Samples

Provide sales and billing support on behalf of the brands
Book incoming orders and work front and center reconciling monthly billing directly with clients and internal billing department
Perform other administrative tasks as well as backup brand support as directed by manager
Organize and assist with CRM system (Salesforce), working alongside VP, Publisher and Marketing team to send and coordinate leads sent to the commercial team
Support the commercial team on client maintenance and proposals as needed
Work closely with Operations and all internal departments to schedule promotional assets and contractual deliverables as needed
The successful candidate is a team player who is confident, adaptable, and responsive
1-2 Years of experience, excluding internships (in sales, accounting, or marketing positions)
High level of organizational skills and the ability to prioritize
Great verbal and written communication skills with an ability to work in a deadline driven environment
Strong customer service and problem solving skills
Detail oriented and team player
Ability to troubleshoot and resolve discrepancies
Advanced experience with Word, MS Excel, including pivot tables, advanced formulas, and charting a plus

Sales Operations Analyst Resume Examples & Samples

Handle momentum cases
Work with a cross-functional team and align functions from Sales Enablement, Finance, Contracts, etc
Support day-to-day sales operations activities
Work on certain project-related activities
Coordinate and assist in cross-functional projects and processes aimed to improve the effectiveness of the sales organization
Analyze, maintain, and document current and to-be process flows according to business and functional requirements
2+ years of work experience; new graduates with a positive attitude and applicable skill sets may also be considered
Excellent English communications skills, both written and verbal
Experience in CRM and sales operations is preferred
Experience in sales administration is an advantage
Advanced background using office systems like spreadsheets, word processing, etc
Ability to prioritize and organize your work to achieve goals and expectations
Ability to establish positive high levels of service for stakeholders
Ability to work as part of a dynamic team while demonstrating flexibility and initiative

Sales Operations Analyst Resume Examples & Samples

Act as business partner to salesforce to provide support including ad hoc requests, trainings, & commission-related inquiries
Understands and develops mastery/expertise of commissions system & sales reporting tool
Actively participates in salesforce compensation strategy, including annual compensation plan & bonus objectives, acting as liaison between finance & sales leadership
May work cross-functionally with IT counterparts to support salesforce/business needs, identifying areas of improvement
Coordinates all adjustments & payments for salesforce, ensuring precise and accurate calculations
Responsible for calculating and processing monthly sales commissions for one or more business units
Completes journal entries & month end reporting in a timely manner while compliance with GAAP
Assesses commission programs, using data to provide feedback to sales leadership on effectiveness

Sales Operations Analyst Resume Examples & Samples

Manage the roadmap for Oracle Service Cloud (internal sales implementation) in conjunction with the Global Sales & Consulting Operations Snr Director
Have a clear understanding of KPI’s for Support
Manage internal setup of Oracle Service Cloud for sales including routing rules, queue setup etc. and have the ability to navigate through Oracle Service Cloud
Liaise with all internal stakeholders of Oracle Service Cloud to understand priorities and document required enhancements
Manage all aspects of Support projects including
Expertise in change management in a complex process environment through influence and collaboration rather than direct control
Expertise in managing global cross LOB projects
Flexible, positive attitude and strong interpersonal skills
Ability to work independently and successfully across global and virtual teams
Excellent verbal, written & presentation skills
Critical thinking and problem solving skills
Resourceful, creative, organized, & detail oriented
Experience of project management and UAT management
Competent with spreadsheet analysis
Significant facilitation skills
Flexibility with regard working hours to support our global team
Undergraduate degree in relevant field and advance degree/certification preferred

Sales Operations Analyst Resume Examples & Samples

· Review order booking packages to ensure completeness and accuracy
· Review orders once booked to ensure orders match the customer PO
· Track ship/delivery dates and keeps sales team updated on status
· Once orders are ready to ship
· Results oriented
· Attention to detail
· Ability to multi-task and respond quickly to changing priorities
· Great communication skills, both written and verbal
· English fluency
· Minimum 5 years experience in Sales/administrative/customer support role
· Experience in Logistics desirable but not required
· Ability to work independently exercising good judgement
Knowledge of Oracle systems important

Principal Sales Operations Analyst Resume Examples & Samples

Document current lead to order process and identify gaps and areas for improved efficiencies
Strategize and help manage the development of consistent sales processes, policies and procedures across all verticals within ODC
Lead implementation of processes and tools for lead to order process
Lead projects and initiatives focused on improving productivity and simplifying process throughout sales organization
Support integration of future M&A activity into current lead to order process
5-7 yrs. of experience in financial planning and analysis or sales operations, focused on tech / software. SaaS & Ad Tech experience preferred
Experience with CRM or incentive compensation tools a plus, such as Oracle Sales Cloud, Salesforce.com, NetSuite
Bias towards action, anticipation, and taking the next step and asking the next question

Sales Operations Analyst Resume Examples & Samples

Liaison to the Virtual Operations team on behalf of local market – Small Business Team
Assist in gathering and compiling competitive carrier information
Assistance and support on special projects that the health plan may need in order to supports strategic initiatives
Assist in workshop planning – preparation and attendee tracking
Assembly of materials for enrollment- benefits and training workshops
Create/customize customer/broker presentations
Shares responsibility follow-up on quotes as directed by AE/VP
Provide phone back-up for AE
Support Broker training
Support Broker staff training
Mine Data, Analyze Results and Summarize Information specific to Sales for Sales Leadership
Pull Benefit Summaries/forms for agents
Handle Broker walk-in/drop off cases
Triage & routing escalated issues
Previous insurance experience with Medical and/or Specialty Products
Experience in an administrative, sales support, or sales operations role
Experience and the ability to work independently using Microsoft Office Suite: Word, Excel (formulas,pivot tables, etc.), Access data base and PowerPoint tools
Project coordination experience
Ability and willingness to travel up to 10% locally
Knowledge and understanding of Small Group mechanics (underwriting, rating processes, products, service)
Current insurance sales license in IL

Sales Operations Analyst Resume Examples & Samples

Analytics – 40%
High level of organizational. Problem solving and analytical skills
Experience with analyzing data and characterizing information
Experience working in an environment with tight deadlines
Knowledge of CRM systems preferred: Siebel or Salesforce
MS Office Suite, strong Excel and Access skills required
Knowledge about the financial services industry a plus

Sales Operations Analyst Resume Examples & Samples

Provides tactical analytical support for the markets as required
Under the guidance of the Sales Ops Manager, develop dashboards, reports, sales analytics, workflows, approval processes, and complex formula fields with Microsoft Office, Salesforce.com, and Tableau
Collaborate with field sales teams to implement changes, processes and to close out quarter
Incorporate appropriate revenue analytics and average sales price by products and markets
Develop, monitor and continuously improve metrics and measurements for tracking sales and revenue results
Work closely with Customer Service and billing to provide as hoc customer and partner reports
Ensure accuracy and timely distribution of weekly, monthly and quarterly sales reports
Work with IT and Business Intelligence department to ensure data/report availability and accuracy
Work with Commercial cross-functional team to identify, analyze, and improve processes which may affect the Country, Sales and Commercial Operations organizations
Support SFDC administrator in managing the Salesforce Automation (SFA) logistics such as data mapping, dashboard report design and creation
This role is expected to ask probing questions to gain understanding. The ability to form lasting relationships with field sales representatives and in-house teams in Geneva and Redwood City will be ideal
Average work experience of 3-5 years in previous sales operation, sales administration and analytics experiences in diagnostics, biotechnology or pharmaceutical companies preferred
Understanding of the oncology marketplace and the sales process of an oncology diagnostic sales force is highly desirable
Bachelor’s degree is required, advanced degree is valuable
Thoroughly understands Health Care account data sources, including data structure and collection methods
Strong analytical & statistical skills with the ability to manage large quantities of data
Excellent attention to detail in reporting and analysis
Outstanding written and verbal communication skills with the ability to communicate across multiple functions and levels
Ability to produce reports and presentations with complete & coherent analysis and sound recommendations
A strong track record of being able to handle multiple assignments simultaneously and prioritization of tasks
Proven creative and critical thinking aptitude/ability
Able to make and meet strict deadlines
Technical aptitude in Tableau, VBA, SQL, MS Excel, MS Access and PowerPoint is highly desirable
Experience or knowledge in Salesforce.com CRM platform and Salesforce Administrator certificate is desirable

Sales Operations Analyst Resume Examples & Samples

Preparing and presenting weekly and quarterly rolling revenue forecast for the Supporting Productivity Products Selling Team
A minimum of 3 year sales, sales support, or forecasting experience
Ability to solve problems, and analyze data to identify trending
Above average computer Microsoft Office skills, specifically with Excel and Pivot Tables

Sales Operations Analyst Central Resume Examples & Samples

Minimum 5 years related work experience in the Sales, Sales Support/Operations or interlinked functions, ideally in the software industry
Strong planning, organizational and multitasking skills
Solid mathematical aptitude and effective project management skills
Ability to analyze and document complex business processes, should be a problem solver
Must be self-managed, responsive and able to work in a virtual team environment
Hands on mentality, proactivity and great attention to detail
Very good knowledge of Microsoft Office suite, esp. Excel is required, SFDC is a plus
Full professional proficiency in both, German and English is a must

Temp-sales Operations Analyst Resume Examples & Samples

Based on the signed contracts, provide Sales Coverage with opportunity management support including all aspects of the opportunity entry, cancellations for both new and renewal opportunities, act as a point of control to ensure correct booking of sales revenues in Salesforce.com
Liaison Product Management on product releases and changes
Work closely with the Salesforce.com Development Team on to recommend system enhancements and identify existing system issues
Participate in ad hoc projects
Bachelor's degree in Business, Finance, Economics, or related field
Excellent interpersonal and communication skills, outgoing and confident

Sales Operations Analyst Resume Examples & Samples

Design and implementation of territory alignments, compensation plans and incentives
Performance reporting at account, rep level and overall segment POS, revenue and renewals
Handle contentious situations with Sales Representatives and management related to assignments, reporting and sales commissions
Develop sales goals and allocation methodology in conjunction with Finance
Guide Sales management through understanding of variable compensation plans, rules, sales reporting, territory performance; making appropriate recommendations and identifying anomalies
2+ years experience with the ability to complete financial analysis without direction
Strong personal computer skills, proficient in Microsoft tools (Excel and Access) and the ability to learn new systems
Demonstrates leadership, self-motivated and exhibits time management skills while juggling multiple priorities efficiently
A college degree or equivalent experience is desired

Sales Operations Analyst Resume Examples & Samples

Drive incremental revenue by providing analysis and quote recommendations for sales initiated programs & promotion pricing requests using data- and market-backed insight
Reconcile customer claims against approved sales programs & rebates
Analyze and resolve customer pricing issues on a daily basis
Resolve high priority issues & questions escalated from sales team members regarding historical pricing trends, current product pricing, and more
Collaborate cross-functionally with product business units, finance, marketing, customer service, and the sales organization to communicate pricing strategies & analysis clearly and persuasively
Proactively seek innovative ways to improve internal processes to reduce time-to-complete work
Provide robust reporting for routine & ad hoc analysis
Professional and thoughtful written and oral communication skills
Basic finance/mathematical common sense. We need to compute a lot of numbers. Hopefully numbers get you excited too!
Strong organization and time management skills, especially under pressure
Adaptability. When retail gets busy, it gets busy!
Proficiency in Excel and ideally, SAP
Bachelor’s in business, math or related field
1 to 2 years of analytical experience
Opportunities for training and potential growth opportunities within the department
Entrepreneurial culture with the stability of over 100-years’ experience in the lighting business
Endless rounds of coffee (the good kind!), and a lobby that puts on a pretty amazing light show
Intelligent colleagues and leaders that will push your thinking
A healthy café with tons of breakfast and lunch options
And a gym that you’ll gain free access to on day one!

Sales Operations Analyst Resume Examples & Samples

Coordinate sales and customer accounts creation (Via SFDC) as well as support order processing, shipment activities
Ensure compliance with company revenue recognition policies for booking and shipment of orders (remaps, export permit)
Review, approve/reject and create customers’ accounts on SFDC

Sales Operations Analyst Resume Examples & Samples

Work with executive and sales leadership to define go-to-market strategies for the Sales organization
Work with the sales representatives to support the day-to-day operational management of the sales organization, enabling sales to spend more time on customer facing activities
Work cross-functionally with Marketing, Business Operations, Finance, Recruiting, and Services to ensure smooth operation of the business and consistent achievement of operational plan and growth goals
Understand industry best practices of core sales operations functions including territory design & planning, comp design, quota setting, and business analytics
Partner closely with sales leadership to develop actionable, measurable projects and programs that accelerate sales growth and improve sales reps productivity
Build a strong internal network of experts and resources that can help drive effective change
Perform deep analysis on the leading, in-process, and lagging indicators
Package and sell recommendations to executive and sales management through a balance of quantitative analysis and qualitative “out-side in” perspectives
SalesOps or CustomerOps with 2-5 years experience
Management Consultants who are highly analytical
Logical candidates who have come through the ranks of a sales organization
Strong Sales leaders within an inside sales organization who have strong experience with strategy

Sales Operations Analyst Resume Examples & Samples

Assist Head of Sales Operations with special projects focused on operational effectiveness; responsible for all reporting, analysis, and tracking
Provide daily, weekly, and quarterly operations reports, KPI updates, and forecast data for senior leadership
Act as primary partner with HR, sales, sales operations, accounting and finance leadership to continuously improve incentive compensation plan design, administration and payout accuracy
3 + years relevant analytical experience
BI experience preferred
BOBJ/WEBI experience preferred
Extensive experience developing visual reports in MS Excel
Experience administering contracts preferred
MS Access or other database experience preferred
SAP/Vistex experience preferred

Sales Operations Analyst Resume Examples & Samples

Leads sales crediting and incentive calculation process for sales team
Supports day-to-day reporting needs of the sales organization
Acts as an E&ES Americas sales team business partner, with expert knowledge on the sales organization, to be able to integrate with IT systems changes
1+ years experience in a sales, financial, or business analyst position
Advanced experience in Access with ability to write queries

Sales Operations Analyst Resume Examples & Samples

Perform analyses to support visibility, decision-making and value-added recommendations around compensation/incentive structures and impact on performance
Create, track, pay and report on incentive plans
Meet with senior management to discuss incentive structures and potential changes to existing incentive plans
Minimum 4-6 years of professional experience

World Wide Public Sector Sales Operations Analyst Resume Examples & Samples

Updating and improving existing Excel and Tableau reports and dashboards
Tracking and managing organizational head count tracking
Tracking budget and expense information to including vendor set-up, establishing purchase orders, and coordinating with global team on budget management requirements
Assisting the operations team with data requests and queries as needed
Understanding and improving current forecasting methodologies
Ensuring timeliness, completeness and accuracy of reporting
Development of additional metrics and reports to manage sales pipeline, billed revenue, and quota attainment
Assist senior WWPS Sales Operations Analyst with communication and coordination of worldwide operational cadence for the entire Public Sector sales organization
Minimum of 1-3 years of experience in the areas of finance, business analysis and/or sales operations in mid-to-large scale global Sales Organization
Must have advanced Excel skills and be very strong in using Excel for data analysis, automation, and report generation
Experience using BI tools (Tableau preferred) and/or CRM software
Experience working within a high-growth, technology company would be beneficial
General understanding of database architecture and data mining
Familiarity with big data coding language (SQL, R, Python, etc.)
Self-motivated and action-oriented with a great sense of urgency, attention to detail, and follow-through
Ability to conduct sophisticated and creative analyses of complex data and translate the results into actionable deliverables, messages, and presentations suitable for consumption by members of senior leadership team
Motivated self-starter who is proactive, action-oriented, and reliable
Able to operate successfully in a lean, fast-paced organization that can scale quickly
Exhibits sound business judgment, strong analytical skills, and a proven track record of taking ownership and leading data-driven analyses to support and grow a business

Sales Operations Analyst Resume Examples & Samples

Partner agreements: Fulfil incoming standard partner agreement requests received on a daily basis, to include the complete drafting and execution for over 7 different types partner agreements and system set up and updates for new and existing partners
Partner contract reporting: Create and publish the Partner contract report daily to communicate executed agreements
Partner Compliance: Initiate compliance process and provide first line review for Partner compliance program. Identify submitted questionnaires to be escalated for further review to BMC Compliance team
Deal Registration review: Provide additional support to deal registration review team as needed, which will require knowledge of the BMC Deal Registration program and how to review in SFDC submitted leads
Partner Support Program Reporting: Compile data to deliver Support KPI reports which measures Partner support quality on a quarterly basis to over 140 Support Partners around the globe
Partner Contract database audits: Conduct regular audits of contract data to insure completeness and accuracy
Partner Enablement and Partner Program Support: Assist in tracking enablement data and program payments to partners as needed
Coordinate and communicate regularly with Channel Operations Analyst in support of their geos
Develop, maintain, document, and improve processes and ensure sustainable, high quality deliverables
Recommend ways to improve processes with internal tools, documentation and technology to make daily work flow stable and error-free
Must be willing to work UK hours
Strong IT skills, including high levels of proficiency with Excel, Word, and PowerPoint. CRM/SFDC reporting knowledge is a plus
Able to communicate effectively and work successfully as a member of a virtual worldwide team
Strong problem solving, analytical, and quantitative skills
Is self-motivated, energetic, dedicated, driven, tenacious, achiever, well presented, able to communicate clearly
Ability to handle multiple tasks simultaneously, manage conflicting priorities and to complete assignments under aggressive time constraints independently
Passion for new ideas and demonstrate out of the box thinking
Ability to work effectively with a diverse audiences, management levels, cultures, and personalities
Proactive, forward thinking and self-sufficient, able to thrive in a fast paced work environment
Must be flexible and able to adapt to changes quickly

Ubereverything, Sales Operations Analyst Resume Examples & Samples

3+ years of experience in Sales Operations or consulting
Attentive to detail and automation to reduce repetitive work
Experience in sales or in start-up and mature sales environments preferred
Experience with BI tool (Tableau/Looker) and SQL preferred
Highly collaborative: excited to work with several key stakeholders and many different teams
Have strong references from former employers and business partners
You are humble but driven, self-motivated and goal-oriented
Passion for interacting with people and building relationships
Quick learner who thrives in a dynamic and fast-paced collaborative environment

Sales Operations Analyst Resume Examples & Samples

Data stewardship for the integrity of business critical data attributes
Identify error trends/patterns and isolate discrepancies in the data
Support the sales teams to ensure completeness and accuracy of captured data, identifying and correcting exceptions
Consult regularly with others in the sales and operations departments, such as Executives, Sales Managers, Account Managers, and Operations Managers to discuss trends, errors, and all data findings
Minimum of 5 years data analysis experience
Proficiency in Salesforce. Ability to develop, create and maintain customized reports and dashboards
Ability to work with management, strategic planning & analysis staff to define and manage complex workflow rules, data validation, and triggers
Capable of training new hires on the proper and most effective ways of using Salesforce
Understanding of databases and data integration tools
Highly proficient in the use of Microsoft Excel and Microsoft Office tools
Meticulous organizational skills
Ability to work under pressure, set priorities and meet tight timelines
Working knowledge of Salesforce.com (Sales Cloud)
Experience with data management tools, such as Tableau, a plus
Ability to multitask and prioritize assignments
Work from the Burlington office multiple days a week

Sales Operations Analyst Resume Examples & Samples

Use Salesforce.com, Oracle eBusiness Suite, Seertech Learning Management System (LMS), and various other reporting tools to manage and report upon bookings, sales and delivery, and expense-related data
Use Microsoft Excel to manage and analyze large data sets
Work closely with the Operations team to ensure the smooth functioning of all operations functions
Act as a liaison between internal departments and Red Hat Training in regards to all back-office functions
Analyze current systems and processes and provide suggestions for the development of improved systems and processes
3+ years of sales support experience
Basic understanding, experience, and background using Salesforce.com or similar customer relationship management (CRM) tools, Oracle eBusiness Suite or similar ERP tool, and Business Objects or similar reporting tool
Proficiency working with spreadsheets with ability to perform advanced functions such as VLOOKUP and IF statements
Excellent customer service, communication, and interpersonal skills in a rapidly changing environment
Ability to work as part of a dynamic team while demonstrating flexibility and autonomy
Bachelor’s degree or equivalent experience is required, master's degree is a plus
Experience working in the training or services industry is preferred

Sales Operations Analyst Resume Examples & Samples

Successful improvement of all print quoting and ordering platforms
Sales team adoption of change in business processes to key subject areas
Growth in outsourced print category as result of strong relationship
Growth in ePricebook category as a result of system improvements and field adoption
Solid working knowledge of MS Office products
Knowledge of Salesforce.com CRM tool
Knowledge of CPAM print quoting and ordering platforms
Ability to work cross functionally
Excellent organizational skills, self direction and motivation
Knowledge of the print industry

Sales Operations Analyst Resume Examples & Samples

Degree in Business Administration, EIS Business, Economics or Finance or in a related area
3+ years’ experience of business analytics in sales/commercial/marketing environments
Good written and verbal communication skills. English fluency is required, additional languages might be considered a plus
Advanced knowledge of Microsoft office: Excel and Access are a must (macros / VBA not a must)

Sales Operations Analyst Resume Examples & Samples

Extensive experience in a data analytics/sales operations role
Highly proficient Cognos Report studio (or similar) experience
Advanced Excel, Access
SQL experience desired
Ability to prioritise a high volume of workload and handle details accurately and in a timely manner under pressure
Experienced presenter with the ability to project across the organisation
Understanding of sales activities and processes

Sales Operations Analyst Resume Examples & Samples

Provide support to the field sales organization on CRM usage, sales operations processes, and operational reports
Build and maintain advanced excel models to measure and analyze key metrics for the sales organization
Experience with Salesforce, Tableau, SQL and Microsoft Excel
Ability to work independently, detail-oriented, and execution focused

Global Renewals Senior Sales Operations Analyst Resume Examples & Samples

Provide creative and concise sales data analysis solutions to Renewals sales team and business partners
Lead end to end operational process for ELA Renewals including determination of future opportunity set, data validation and loading opportunity set into SFDC to provide appropriate future visibility of pipeline. Provide quarterly executive analysis on ELA Renewals performance
Lead sales performance processes and KPI measurements including: forecasting and opportunity pipeline etc…
Provide critical business insight to business partners based on data analysis of historical trends and be able to identify issues and recommend action plans
Quarter Close Process – Manage the quarter close process to meet deadlines for QBR readout and align with Finance on performance to KPIs
Subject matter expert on cross functional projects and initiatives
Support sales commission process
Act as a change agent to improve sales processes. Process definition, documentation & training. Drive process enhancements with measurable results and alignment with cross functional stakeholders (Strategy Operations, Finance, BI & IT)

100

Master Sales Operations Analyst Resume Examples & Samples

To protect and enhance the contracted commercial and financial interests of HDS relating to the agreed contracts and or projects
To proactively help the HDS team expand and broaden HDS’s relationship with the customer and drive incremental new revenues by providing a complete commercial management service for new projects and business opportunities within the contract/s, including but not limited to non-standard commercial terms, providing technology on a utility basis, multi-product and or service solutions
Act as a primary contact to the customer and internal HDS business stakeholders in the respect of all commercial aspects of the day to day operation of the contract and future business development opportunities with a key focus on optimizing financial metrics
Bachelor’s degree or similar qualification preferred
Minimum 5 years relevant commercial / financial management experience – ideally with broad international experience evidencing a strong track record in the IT, Telco or a related industry
Excellent negotiation skills, coupled with practical experience and an in-depth understanding of the best ways in which to maximize the mutual benefits to be gained from the effective and commercial interpretation of contracts
Experience in working with partners / Alliances contracting
Good customer facing skills, as well as experience in being actively involved as a team member in high-value, complex bid teams, ideally with experience of proposal and tender writing
Understanding of the technical, contractual and financial requirements of the commercial management role and their inter-relationship
Confident and able to deal externally and internally at senior levels
Ability to operate effectively within a team environment
Experience of working in a matrix working environment
Experience of working within a project environment
Must be able to travel internationally for business purposes
Advanced skills in Excel, Power Point and Word

101

Sales Operations Analyst Resume Examples & Samples

Triage and routing escalated issues
Experience in an Administrative, Sales Support, or Sales Operations role
Experience with Microsoft Office Suite: specifically with Excel (formulas, pivot tables, etc.) and Access database and PowerPoint tools)
Project Coordination experience
Bachelor's Degree or Higher
Knowledge and understanding of Small Group Mechanics (underwriting, rating processes, products, and service)
Current Insurance Sales License in IL

102

Sales Operations Analyst Resume Examples & Samples

Collect, extract, and compile data from various systems including data warehouse, SAP, Salesforce.com (SFDC) and other sources to develop sales reporting to increase business intelligence
Analyzes and presents data trends, issues, opportunities and forecasts to stakeholders by analyzing reports and data; forecasting sales and/or cross-divisional activities; interpreting and/or translating data to illustrate findings and link data to business results; distributing reports in a timely manner; regularly meeting with sales leadership and other stakeholders to review and discuss trends, issues and opportunities; explaining reports and presenting findings (e.g., issues, opportunities, trends, forecasts); making recommendations and opining on how to overcome obstacles and improve business results; and gathering feedback from all sources to improve sales data and reporting activities (e.g., additional KPIs to report on)
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. Works with CRM manager to implement targets into Salesforce.com. Monitors and tracks data trends, prepares management reports on open and closed status, recommends modification as needed
Provides necessary sales compensation analytics and support during the compensation design process including collecting and validating compensation performance, providing data to conduct analytics, creating financial models for SIC plans, performing allocation exercises, and using analysis report data to prioritize information based on business criteria and communicates analysis ultimately to the sales team
Documents and maintains procedures to run reports and storage of information
Gather business requirements and recommend process improvements and changes to the Sales systems and processes with outcomes tied to revenue gains
1 year of data analysis and/or reporting experience, including
Extracting data (e.g., from a CRM, Business Intelligence system)
Performing detailed analysis of data sets
Working knowledge of CRM systems (e.g., SalesForce, SAP)
Creating and maintaining business documentation
Collaborating across multiple internal teams (e.g., Sales, Finance)
Demonstrating strong presentation skills (including executive presentations)
Demonstrating excellent written and verbal communication skills
2 years of data analysis and/or reporting experience, including
Working in sales operations or sales support
Performing variable compensation planning and calculations
Improving processes and work flows
Knowledge of Salesforce.com and SQL a plus; database / reporting certifications also highly desired
Mathematical aptitude to perform various reporting functions with analytical skills to review and extract pertinent information from various sources
Ability to develop recommendations, form judgments, and make decisions based on existing available data
Strong project management skills with ability to manage multiple projects and drive them to closure
Excellent communication, presentation, and time management skills
Ability to work independently and in a team-oriented environment
Excellent interpersonal skills, working effectively with wide range of people at all levels; self-motivated
Maintains general product and procedure knowledge and any in depth knowledge necessary for specific processes specifically related to job functions
Strong customer focus—dedicated to meeting the expectations and requirements of internal and external customers, acts with customer in mind, and establishes and maintains effective working relationships with customers

103

Sales Operations Analyst / Senior Analyst Resume Examples & Samples

Responsible for the Sales Force Effectiveness (SFE) system, including operations, enhancements and creating a road map and tools/devices utilized by the field (Harvest, CRM, TLA, sales dashboard and etc.)
Proactively monitor business performance and execution, including SFE KPIs and resources allocation, to ensure target achievement, core message delivery and competitive share of voice
Perform Sales Effectiveness Studies, recommend changes to increase sales team’s effectiveness, assist implementation of changes and track progress
Support semi-annual Target Setting to allocate sales targets to individual hospital by brands appropriately
Support annual sales and KAM Incentive Scheme design and quarterly calculation
Closely work with Business Units to support CRM data analysis and SFE report generation. Regularly join BU’s meetings to share insights and discuss follow-up actions for affiliate prioritized brands
Back up for CRM Data Administrator. Take on other initiatives assigned by Sales Operations Manager

104

Sales Operations Analyst Resume Examples & Samples

Managing the approval of campaign deliverables
Communicating goals, program elements and timing to internal teams
Tracking status of a program from sale through program completion
Providing regular updates on changes in direction, guarantee, and deliverables
BS or BA degree and a minimum of 4 years of relevant work experience
1-2 years Media or Digital work experience required
Excellent organization and documentation skills (MS Word, Excel, and PowerPoint)
Strong ability to multi-task in a fast-paced environment
For the successful candidate, this position offers great opportunity and exposure to project management and related communications while working in an exciting and highly motivated environment

105

Sales Operations Analyst With French Resume Examples & Samples

Fluent in French and English (written & spoken)
Economic background would be an advantage
Experience in economics, finance or channel partner business would be an advantage
Strong organizational, multi-tasking and time-management skills

106

Sales Operations Analyst Resume Examples & Samples

Prepare weekly and monthly revenue reporting packages including KPIs and business metrics
Analyze customer and business trends for the monthly forecast
Analyze CUS Sales financial and productivity metrics and provides recommendations to leadership to drive business performance improvement
Performs modeling, analyzing and administering Sales territory assignments. Works with Sales leadership to ensure human and financial resource productivity is maximized with territory design
Synthesizes complex data into easily understood and compelling management presentations to improve business performance
Develop a proficiency in salesforce.com application to enable them to make sales efficiency recommendations and technology recommendations
Participate in the annual budget and strategic operating plan for the US division
Identifies opportunities and weaknesses within territories, and makes recommendations to create value and increase operational efficiency
Performs ad hoc analysis and revenue variance explanations for senior leadership and owners
Bachelors in Business, Finance or Accounting
2-4+ years relevant experience
Advanced analytical skills and ability to distill complex analyses for senior leadership consumption
Excellent critical thinking skills
Demonstrated proficiency in excel modeling
Demonstrate ability to communicate effectively, influencing and presentation skills
Adept at prioritization (time management, managing multiple projects) and understanding sense of urgency
Ability to self-start and self-direct work in an unstructured environment
Ability to communicate clearly and effectively to C-level executives
Ability to develop and maintain consultative relationships with various constituents
Focus on achieving results, breaking down barriers & silos, and sharing credit
Possesses a natural curiosity to ask questions, learn, and challenge the status quo
Strong interpersonal skills, able to work and interact well with others, able to develop and maintain positive working relationships

107

Local Sales Operations Analyst Resume Examples & Samples

Grow existing partnerships by offering outstanding service and strategic recommendations
Help ensure that the tools we provide to our partners are easy to use and provide succinct solutions to reach their local customers and spend ad budgets effectively
Assist in creation of persuasive sales presentations using market trends, case studies, and TWC products
Deployment and teaching of new systems and products across partnerships and internal teams
Responsible for account management of certain agency relationships
Manage successful client deployments and ensure ongoing high client satisfaction and renewal for reoccurring and incremental business
Work with developers on maintenance, troubleshooting, and user interface of automated guaranteed advertising systems
Responsible for the setup of new partners with automated order entry to allow them to buy guaranteed advertising with TWC properties at scale. This will include setup, training, strategy, and guidance throughout the lifetime of the partnership, in conjunction with the AE or Partner Manager who owns the relationship on the sales side
Proven experience in online advertising from an operational and sales perspective
Proven track record of growing partnerships by forging a strong relationship with clients, understanding their objectives, and recommending best strategies
Effective time management skills--ability to prioritize and meet deadlines
Solid experience in Excel and MS Office, including pivot tables, chart-making, and manipulation of large data sets
Outstanding troubleshooting, analytical, and problem-solving abilities, along with an ability to collaborate cross-functionally in a fast-paced start-up environment
Eagerness to work in a dynamic environment that will be rapidly changing
Ability to understand broader sales objectives in driving business processes
Willingness to do whatever it takes to get the job done
Professional demeanor and strong oral and written communication skills
2-4 years of experience in digital advertising
Excellent work ethic, energy and desire to win
No travel required
Experience in online advertising from an operational and sales perspective
Experience growing partnerships by forging a strong relationship with clients, understanding their objectives, and recommending best strategies
Experience in Excel and MS Office, including pivot tables, chart-making, and manipulation of large data sets
Experience troubleshooting, analytical, and problem-solving abilities, along with an ability to collaborate cross-functionally in a fast-paced start-up environment
Understanding of broader sales objectives in driving business processes

108

Sales Operations Analyst Resume Examples & Samples

Proficient in Microsoft Office suite of products; Intermediate level of proficiency in Word (creating and editing documents), PowerPoint (editing and creating presentations), and Excel (formulas, pivot tables and graphics)
Experience working in a challenging setting with varying personalities
Ability to work overtime as required at certain times of the year
Customer Service, Broker, or Healthcare Insurance experience
Ability to shift priorities and multi-task in a fast-paced environment
Adaptable and flexible to meet the quality requirements from start to completion
Willingness and interest in upward movement to a Sales or Service based role
Strong listening skills and has the ability to solicit joint agreement with internal and external clients and business partners
Team player oriented and other centric

109

Sales Operations Analyst Resume Examples & Samples

Maintain the Sales Operations Documentation Database
Run basic reports for the Sales Organization
Research items in the company database (Salesforce.com)
Adhoc project support for Senior Level Analysts

110

Sales Operations Analyst Resume Examples & Samples

Responsible for managing weekly Planning/Forecasting meeting with Sales and Planning, including making revisions to weekly forecasts based on sell-through trends, sales ad plans, inventory analysis, etc
Work with Sales team to manage weekly sales revenue forecast number, to be included in 15/5 weekly reports and Planning weekly reporting
Lead weekly customer planning calls between customer, sales team and planning/forecasting teams.Follow-up on recaps, key forecast changes, product availability timelines, etc
Support Financial and Accounting submissions within Belkin systems (Salesforce, Finance Quotes, etc), coordinating with Sales, Finance and Program teams
Maintain a superior level of accuracy, consistency and quality involving the day-to-day logistical, operational and order management of assigned accounts
Stay current on customer’s logistical needs
Conduct root/cause analysis on vendor compliance issues and work directly with our vendor compliance team to reverse fines
Respond to all customer inquiries sent via email, chat or phone in a timely manner, which include but is not limited to providing order status, tracking information, shipment variances, accounting discrepancies, missing packing slips, missing invoices, customer accruals, submitting invoices for payment and VIR trackers
Review all orders for accuracy and communicative any inconsistencies to the Sales team
Build strong relationships with the Supply and Demand Planning teams and work collaboratively to ensure there is enough inventory in the chain to support orders
Participate in weekly Collaborative Planning & Forecast Review meetings
Generate and analyze reports as it relates to your account(s) such as Open Orders, Shipping, Sell Thru, In-stocks and Identifying Top Selling SKUs
Generate a weekly dashboard report that tracks financial performance by account/channel against budget
Generate a weekly business summary of orders, returns, cancelations and shipments for sales projection reports
Generate and analyze weekly customer sell-through and/or in-stock reporting to determine stock levels, key business trends and opportunities
Understand financial reports including but not limited to Sniper Reports, Quarter over Quarter, Sales vs. Budget, Outlooks, Actuals and P&A
Understand and manage specific customer portals such as Retail Link, Vendor Central, PIM and Partners Online
Manage the new account setup process
Facilitate EDI implementation with new and existing customers
Manage the New Product Information (NPI) setup to customers by working with Product Management on product specifications and Marketing on web copy, videos and imaging
Support the Sales team with product end of life transitions and running changes
Support the Sales team with the entry and/or submission of forecasts, P&L’s, marketing requests, programs, price protections and rebate check requests
Learn company systems such as HSOE, Oracle, Agile, Business Objects and Salesforce.com and facilitate systems training of new Sales staff as needed
Participate in ongoing product training and research to provide pre-sales support and recommendations on product inquiries
Actively contribute to the ongoing documentation of account related procedures and processes

111

Sales Operations Analyst, Maplewood, MN Resume Examples & Samples

Operational relationship with distributors to reduce errors, improve data quality and improve overall processing time
Process large volumes of Distributor data and meet deadlines
Coordinate and facilitate discussions with peers to correct and minimize file errors
Conduct data analytics and resolve errors timely
Work to improve existing process efficiencies through automation
Provide training to Distributor contact for uploading point-of-sale data
Partner with Distributors and be point of contact for uploading point-of-sale data and error resolution
Ensure all necessary written documentation is available and updated to support point-of-sale data transactions
Manage and monitor assigned metrics on a monthly basis
Proficient use of required tools including MS Office Suite
Provide backup support when required
Minimum two (2) years of experience as a Business Analyst working in chargebacks, sales, pricing, and/or finance
Minimum of two (2) years of experience working with data and having direct contact with the distributor
Minimum two (2) years of experience with MS Excel, pivot tables, and formulas
Existing knowledge of point-of-sale processing, chargeback claims processing and order management systems and/or demonstrated ability to learn and apply systems knowledge
Strong organizational, analytical, time management and communication skills
Ability to work independently and be accountable for meeting deadlines

112

Business Intelligence Sales Operations Analyst Resume Examples & Samples

Work closely with and under the direction of the Sales Tools & Analytics Manager on projects and tasks including
BS/MS degree in Engineering, Computer Science, or related field
Excellent problem solving and analytical skills with the ability to apply knowledge and creativity to resolve complex issues
Unwavering commitment to success despite being faced with challenges and demanding project deadlines
Experience with

113

Sales Operations Analyst Resume Examples & Samples

· Collaborate with leadership to develop, implement and/or optimize processes and procedures for effective and efficient operations
· Create tools, new processes, mechanisms and automation which will ultimately improve sales success
· Actively monitor implementation of new initiatives, root causing any barriers to adoption and quickly proposing corrective action
· Create and maintain documentation on processes, policies, and relevant sales training materials
· Identify and anticipate reporting and metrics which uncover opportunities for improvement in our processes and operations
· Own Daily sales reporting
· Provide and analyze monthly performance metrics and insights for Sales teams including but not limited to Sales productivity and funnel management
· Facilitate the S&OP process, liaison with marketing and sales
· Development of reports, charts, graphs and other analysis on a recurring and ad-hoc basis
· Assist with on-boarding new sales talent
· Be the Salesforce (SFDC) subject matter expert
· Be a Blacksmith Analytics subject matter expert

114

Sales Operations Analyst Resume Examples & Samples

Provide excellent service to walk-in members
Acts as a customer advocate in providing assistance to resolve members issues and problems. Follow-up calls to members with resolution to identified issues in timely manner
Resolves inquiries related to authorizations, claims, enrollment, and billing. Provides service requests to other departments as needed
Fulfills material requests for members
Maintains accurate member data, including addresses, phone numbers, and PCP changes
Inputs data in system for record tracking and issue resolution
Documents all issues in system in a timely manner
Proactively educates members on cover benefits, plan exclusions, and procedures to enhance total customer service experience
Promotes various store events and seminars to customers
Assists members to apply for various government assistance programs
Performs accountabilities in accordance with established organizational metrics. Identifies trends and continuously makes recommendations to improve processes
Reports issues or problems with members, systems and processes to manager
Assists and involves in member retention projects
Performs other related projects and duties as assigned
Demonstrate the ability to build and maintain productive working relationship with others and contribute as an effective team member
Performs Insides sales function to increase new business
Service walk-in prospects interested in Medicare and Individual Products

115

Sales Operations Analyst Resume Examples & Samples

1st level SFDC Support (i.e. handling email requests and being able to resolve themselves)
Expert on SFDC with relevant super-user or administrative experience
SFDC Administration certification required
Good Excel knowledge
Has worked within a sales administration environment
Self-starter and a proactive can do innovative attitude
Results and detail oriented with the ability to manage conflicting priorities effectively

116

Sales Operations Analyst Resume Examples & Samples

Basic, structured, standard approach to work
Personable
Ability to handle escalated issues
Comfortable with going to speak with brokers

117

Sales Operations Analyst Resume Examples & Samples

Provide business & performance insight / trending analysis to enable data-driven decisions
Provide analysis behind, and the assistance with preparation of executive level QBR / Business Reviews
Provide ad-hoc analysis to support market penetration strategy by GEO & RTM
Weekly & quarterly performance reporting and forecasting analysis around phone & chat activities
Assistance in building of QRF templates, logic review, consolidation of GEO iterations and tracking attainment
Global pipeline reporting, forecasting, sales reporting & GAP analysis
Constantly evolve reporting to introduce new features in-line with process & program changes
Cross-collaboration with multiple teams such as Marketing, Finance, IT, Business Process Management, Operations, Sales & Analytics

118

Sales Operations Analyst Resume Examples & Samples

Minimum of one (1) year of combined experience within a Sales and Marketing function, and/or Information Technology fields
Three (3) combined years of experience with Excel, PowerPoint and Word
Knowledge of SAP Sales/Distribution processes
One (1) year experience working with SAP and/or Vistex
Experience with SAP Solution Manager, HP Application Lifecycle Management and HP Service Manager
Strong understanding of application and system design
Strong analytical skills with strong attention to detail
Strong oral and written communication skills (at all levels in the organization)
Ability to lead projects and cross-functional teams
Must be a self-starter with the ability to function with minimal day to day direction

119

Sales Operations Analyst Resume Examples & Samples

Generally work is self-directed and not prescribed
Works with less structured, more complex issues
Serves as a resource to others
Work directly with Account Executives to ensure books of business are tracked for reporting purposes at a client level
Provide project management support for client activity, follow ups, etc
Ensure salesforce.com opportunity renewals are created and maintained on a timely basis
Ensure key client data for reporting purposes is accurate and complete (e.g., contract termination dates, membership revenue, CAG numbers)
Ensure CRAs are updated accurately and timely
Ensure consultant info and clien contacts are maintained and accurate
Support client contact list generation for NPS survey, Optum Forum invites, etc
Strong communication and relationship skills

120

Sales Operations Analyst Resume Examples & Samples

Strong familiarity with Microsoft Office Products
Works collaboratively across various functions including Business Operations, Finance, Sales Operations, etc
Has the ability to react quickly in a fast-pace environment, willingness to take on big challenges and own the results from brainstorm to execution
Excellent written and verbal communication skills, able to influence other effectively

121

Sales Operations Analyst Resume Examples & Samples

Assists with the effective local implementation of complex sales operations initiatives within customer relationship management, customer satisfaction program, sales development and sales ops infrastructure projects
Assists the local sales function in opportunity management tracking providing frequent reports on the sales cycle, reporting progress and highlighting potential “dangers” on opportunities
Assists with client specific proposals and provides financial and commercial consolidation of documents to sales leadership and community
Provides program and project management support to document and coordinate complex deal processes, system rollouts ensuring appropriate follow up on actions leading to the seamless execution of plans
Provides financial and commercial support to local KAM’s on deal construction and reports accordingly to sales leadership
May manage a team or provide guidance to less experienced colleagues
Provides financial analysis for business/function and strategic plans, budget and forecast processes. May consolidate information for these processes
Performs monthly analysis of financial results. Analyzes key financial indicators that provide financial and business insight to senior management
Monitors and reports on areas of operational risk and/or opportunity. Supports commercial owner in investment appraisal/monitoring by developing appropriations and providing on-going analysis of projects
Provides guidance to financial information systems group in terms of monthly financial submissions, maintenance of financial database, reporting structure and system infrastructure user requirements
Supports and maintains an ongoing process of system and procedure re-evaluation
Participates in various ad hoc requests within the business
Interacts with senior management on various financial analyses
Strong analytical Skills
Excellent interpersonal and financial systems skills
Ability to proactively identify complex problems and needs and develop solutions/recommendations to solve problems
Ability to work well under pressure and to work independently with minimal supervision and to follow assignments through to conclusion
Must be highly motivated, flexible and an effective team player with the ability to multi-task
Specific experience interfacing with senior management
Commercial acumen

122

Sales Operations Analyst Resume Examples & Samples

Support the global Sales and Channel Business Partners by providing the reporting and analysis needed to drive the corporate and local sales strategy
Provide analysis to ad-hoc inquires by utilization reporting in Cognos and Salesforec.com as well as excel functions such as pivot tables, vlookups, macros, etc
Maintain and create documentation of best practices for all standard repeatable, predictable reports
Develop reports, dashboards, and processes to continuously monitor and resolve data quality and integrity issues at the source
Additional duties supporting the Sales Organization may be assigned

123

Sales Operations Analyst Resume Examples & Samples

Order status enquiries
Channel Territory assignments (Channel DBR)
Perform pricelist uploads as required
Proficient with Systems and Tools (e.g. CRM like SalesForce.com (SFDC), Oracle R11i & R12, Microsoft Office, Quoting Tools such as BMI (Big Machines), Zuora, etc. – training will be provided as needed
SFDC Admin certification preferred but not mandatory
Good customer facing skills
Able to learn quickly and follow processes

124

Sales Operations Analyst Resume Examples & Samples

Educate Brokers on new business requirements (daily)
Answer case specific questions and work strategically with brokers/clients concerning new group submission (daily)
Point person to help redirect phone calls to appropriate contact
Order enrollment materials/directories/give-away's for General Agencies (daily)
Assist with creating/formatting powerpoint presentations
Process Agent/Broker of record changes
Scan new business submissions received at health plan
Arranges all coordination for vendor representation
Assembles and maintains broker presentation kits (as requested by AEs)
Serves as local contact for Agent Appt and Licensing
Serves as local commissions contact for agents
Order SBCs for existing groups
Pull Broker Book of Business Reports Quarterly (UA Reports for Reps)
ATLAS updates
New hire welcome kits
Purge/Terms files to Iron Mountain
SME for special projects ( i.e. assist with organizing broker advisory council or rollout meetings)
Benefit Summaries – email, translate requests, print/mail
Order Enrollment Kits
Secondary person for BSL
Work Service issue request for existing customers (Daily)
Manage employer eService Request for new and existing customers
Process Agent of Record Changes

125

Sales Operations Analyst Resume Examples & Samples

Provide ongoing maintenance of Salesforce.com including cleanup of leads, opportunities, contacts & accounts, campaigns, and ad hoc requests
Deliver frequent analysis/reporting on new business/sales, win rates, market segments, therapeutic areas, operating results, competitors, and commissions to Senior Management
Work with the Business Development Team in measuring individual’s performance and measuring those against set quotas
Drive continuous improvement in the business processes by recommending and implementing systems/tools that will enhance operating efficiencies, effectiveness and augment internal controls
Provide analytical support to the Business Development team in the annual Business Planning cycle including the development of Strategic, Marketing, Operating and Sales Plans on a worldwide basis
A BS/BA required – preferably in Finance, Accounting or Business
Strong Accounting/Finance, analytical, project management and communication skills (both verbal and written) with a metric based/process orientation
Individual must be able to act professionally and with a high degree of maturity in dealing with confidential and sensitive information
Demonstrated ability in the utilization of the MS Office Suite including Excel, Word, & Outlook

126

Sales Operations Analyst, Maplewood, MN Resume Examples & Samples

Process large volumes of Distributor data, condition point-of-sale data for Oral Care and meet deadlines
Conduct data analytics and resolve data errors timely
Minimum of two (2) years of experience as a Business Analyst working in chargebacks, sales, pricing, and/or finance
Minimum of two (2) years of experience with MS Excel, pivot tables, and formulas

127

Sales Operations Analyst Resume Examples & Samples

Ensure customer satisfaction and positive customer experience through accurate, timely and friendly walk-in customer service to members and prospects at retail store
Receive and respond to inquiries from walk-in members regarding benefits, policies, procedures and protocols
Act as a customer advocate in providing assistance to resolve members issues and problems. Follow-up calls to members with resolution to identified issues in timely manner
Maintain accurate member data and fulfill material requests for members
Proactively educate members on cover benefits, plan exclusions, and procedures to enhance total customer service experience
Promote various store events and seminars to customers
Assist members to apply for various government assistance programs
Perform accountabilities in accordance with established organizational metrics
Assist and involve in member retention projects
Perform other related projects and duties as assigned
Meet established performance standards
Perform Insides sales function to increase new business
Explain plan benefits and assist prospects to choose the most appropriate plan according to their needs
Coordinate with Sales Rep. on prospect follow-up
Input sales activities and results on sales tracking system
Coordinate with Sales Administrative Assistant and Enrollment Dept. to ensure smooth enrollment process
Associate's Degree (or higher) or High School Diploma/GED with 5+ years healthcare customer service experience
Fluent (written and verbal) in Chinese (both Cantonese and/or Mandarin) and English in order to be considered
Ability to acquire state health license within 60 days of employment and pass all required training
Intermediate knowledge of Microsoft Office (Outlook, Word, and Excel)
Prior working experience in healthcare industry

128

Sales Operations Analyst Resume Examples & Samples

Running reports and performing analytics using tools such as Salesforce.com, Excel, and others such as Tableau or Looker
Supporting forecasting process within the Americas and WW regions, and associated reporting and analytics
Collaborating on WW operational improvement activities. Assisting with defining or refining Sales and Sales Operations processes and training, communicating, and enforcing those at the corporate level or in the field
Driving high levels of data quality and accuracy in reporting and analytics within Sales and Sales Operations
Assisting with the WW business planning process as well as sales compensation calculations and global rollout
2-4 years sales operations or business/finance analyst related experience
Strong analytical skills using Excel and preferably Tableau or similar tools
Proven track record of goal achievement and successful execution
Requires strong collaboration skills and the ability to work and interact in a group or a team

129

Sales Operations Analyst Resume Examples & Samples

Sales Operations on a wide range of pipeline insight and sales performance utilizing data analytics in Excel and Salesforce. The analyst will utilize their research work to prepare concise summary reports with key pipeline insights and recommendations for presentation to senior management. Analysis includes work with account information in Salesforce (customer and prospect), customer financial information, territories/verticals, and market data that may be qualitative in nature (industry research reports) as well as quantitative (pipeline, prospecting activities). Key studies conducted by the analyst include health of the pipeline, incorporating share of wallet information, win/loss reporting, managing collaboration reporting to identify cross-sell/up-sell opportunities from among current customers, and closing sales packages
Work independently on closing out sales opportunities for reporting and tracking, advising on new tools for productivity or insights, and business planning process - working across departments
Collaborate with other analysts and managers on the Insights team to complete required analytical projects requests on a timely basis, and prepare and make presentations to/for directors and sales leadership
Performs other duties as assigned including management of Workfront (a project management tool for tracking and reporting team progress against assigned tasks), management of the team Share Point site and VP Library of completed projects

130

Sales Operations Analyst Resume Examples & Samples

As a member of the Business Enablement team, support business program execution on behalf of the Sales Pricing organization
Support systems, processes, and tools within Sales Operations for Pricing, Rebate Processing, and Samples/ Qualifications, for day-to-day activities as well as short term and long term initiatives
Provide administrative support for business users, including access, trouble-shooting, and training
Maintain current and accurate records in systems; effectively communicate status and updates to necessary parties
Work closely with Sales, Pricing, IT, and others as needed to proactively identify potential internal and external conflicts; mitigate risk and adhere
Create, maintain, and standardize policies, process flow documentation, and desktop procedures in Visio and in Word format, as needed
Provide ongoing support and training to business users through creation and communication of training materials
3+ years’ experience supporting business programs, processes, and/or systems preferably with experience in Sales Operations or Pricing (e.g. SFDC, CPQ, SAP, Oracle, etc.)
Strong writing skills with excellent grammar
Ability to effectively communicate with both technical and non-technical individuals at all levels of the organization
Strong business acumen, understands how actions and decisions impact the business
Strong interpersonal skills with the ability to quickly build relationships with internal customers
Experience with Microsoft Office products (Excel, Word, PowerPoint, Visio, etc.) required
Experience with SAP, Lotus Notes, BIS, and Essbase highly desired
Self-starter who can solve problems and provide superior results independently with minimal guidance and supervision
Familiarity with Storage industry a plus

131

Sales Operations Analyst Resume Examples & Samples

Responsible for the daily support of the sales function to produce quotes and submit sold cases
Works with business partners such as Underwriting, Rating, and Case Installation
Works closely with Sales Executive and Brokers to collect information needed to produce a quote or submit a complete sold group
Responsible for meeting production and quality standards/metrics
Uses various systems to document the steps of the quote or sold case through completion of customer request
Will be cross-trained in various functions in order to assist with other functions within VO as directed by manager
*Please note that this is a part time position during off peak months and full time with overtime during peak months.***
Previous experience working with Sales Operations teams in small businesses with 1-100 members
Willingness and ability to telecommute and have a compliant home office environment
Willingness to accommodate peak and non-peak season schedules (Part Time during non-peak season and Full Time during peak season)
Experience working with 51+ quotes

132

Sales Operations Analyst, Programs Resume Examples & Samples

Effectively Communicate - between dealership personnel, fellow BMW Group associates, BMW/ MINI regional and national sales management. Day to day effective communication is key to the ultimate success of an individual within this job capacity
Sales/Marketing Department Related Inquires- European Deliveries inquiries, & delivery dates through the total familiarity of all BMW & MINI model, colour and option codes and distribution channels
Assist with Wholesale Process, Sales/Distribution of Vehicle Arrivals and coordinate Special Logistical Moves- Expedites timely and accurate delivery of vehicles to dealerships with established supply/transportation partners
Ensure Cost Benefit Analysis of option take rate for Internal Ordering to offset remarketing losses. Set Ordering Standards/ Restrictions as well as facilitate ordering of PAV, ELV and All Internal Departmental Fleets
European Delivery–Complete Management of the European Delivery Program. Enhance, promote and coordinate Euro Delivery. Ensure expectations and communications is timely between AG, Retailers and Customer to maximize customer requests
Coordinate Monthly Production Order Submissions to AG- assist with entry of monthly production orders; -coordinate and process vehicle amendments when required
Responsible for management of internal demo fleets to minimize overall operating and depreciation costs. Develop / implement processes and tools that enable users to plan their fleets, share resources and track actual expenses vs. budgeted costs. Inventory control and aged analysis to ensure fleet cars maintain maximum value
Support demo processing tasks such as licensing, on/off roading, managing pool car fleet
Support achievement of Wholesale Sales Objectives -responsible for the achievement of regional and national wholesales sales objectives on a monthly basis through sales & remarketing channels
Review all Sales Operations invoices to ensure they are applicable and accurate
Act as a Business Project Leader for IS Projects as required. Responsible for defining business requirements, creating the project proposal, ensuring an optimal system design that is aligned with business processes, user testing of new system to verify functionality, and system implementation / transition with user manuals and training
25% business travel when necessary
Varied work hours to meet national requirements
University degree, major in Business or Automotive preferred
Previous logistics experience is an asset
Proven track record of successfully working in and being supportive of a fast-paced team environment
Self starter, capable of managing multiple tasks and deadlines
Strong: verbal and written communication skills, mathematical aptitude
Negotiation/Salesmanship skills are essential
In-depth knowledge of Excel, Word and Power Point
A willingness to work a flexible schedule, extra hours and travel as required

133

Sales Operations Analyst Resume Examples & Samples

Take full ownership for the daily management of Salesforce within Deliveroo our UK operations
Provide sales intelligence to our UK team by carrying out routine and ad hoc reporting and analysis for our supply portfolio
Take full ownership of the daily management of Salesforce, its implementation and use within the UK business
Work with the UK Sales team to create and implement metrics on Revenue Optimisation
Project manage a diverse range of commercial initiatives. From merchandising to better understanding customer demographics and behaviours
Provide strategic and analytical insight into the selection of new markets and partners for Deliveroo
Work with the UK sales team on aligning processes and facilitating best practice sharing between the teams

134

Sales Operations Analyst, IDD Resume Examples & Samples

Analyze and publish monthly reports on sales performance
Monitor sales results and track specific programs
Assist sales force with various reporting and operational needs
Develop/Improve sales reporting tools
Participate in various projects including product development and launch, Process improvement and Enterprise Information Management system implementation

135

Sales Operations Analyst Resume Examples & Samples

Bachelor’s degree in Business Administration, Finance, or a related field
2-4 years relevant business experience is preferred
Strong financial, analytical, and presentation skills
Proficiency in Microsoft Excel, pivot tables expertise is preferred
Knowledge of SAP and Cognos is a plus
Outstanding written and oral communication and influencing skills; must be a self-starter and team player who is a problem solver; innovative, hands-on and energetic
Ability to simplify complex analysis that delivers comprehensive understanding
Ability to understand details and the broader opportunities and implications
Ability to adapt to meet new requirements

136

Sales Operations Analyst Resume Examples & Samples

Strong understanding of Sales Forecasting models & processes
Must have excellent MS Office experience, in particular MS Excel
Flexibility to work at End of Quarter
Develops reporting requirements to resolve a variety of business-related problems. Develops reports and data requirements to optimize analysis capability
Develops and maintains business models, business cases, and financial forecasting tools. Conducts trend/root cause analysis. Documents business case analysis and translates business requirements into process/functional design/system solutions
Tracks performance of the International Sales organizations against strategic and tactical objectives and feed information back into Senior Leadership
Identification, Analysis and Development of Key Performance Indicators (KPIs) and key business reporting to support the Hortonworks Business
Represent EMEA & APAC in Global Operational discussions ensuring the requirements of the local theaters are being represented at a Global level
Front line support for Sales Rep queries, issues and escalations
Maintenance of key master data management within Hortonworks CRM and supporting systems
Development of support materials and documentation for Hortonworks Sales and Pre-Sales Organizations
Ability to elicit cooperation from a wide variety of sources, including sales management, external organizations, internal business units and customers
Proficient in use of Microsoft Office products, including Excel and Power Point
Excellent oral and written communication skills and the ability to interact professionally with a diverse group, of executives, managers, and subject matter experts
Working knowledge of Salesforce.com CRM Solution preferred
Experience Required: 3-5 years’ relevant experience

137

Sales Operations Analyst Resume Examples & Samples

Maintain, modify, and enter appropriate information to the master data resources to ensure accurate data for sales personnel, customers and hierarchical structures to support accurate reporting
Monitor personnel system accesses and sales responsibilities to ensure data accuracy
Support new hire process by granting appropriate system access and ordering required equipment
Support business changes such as reorganizations and mergers & acquisitions
Support special projects as assigned
1 – 2 years business analysis, sales or equivalent work experience, CPG industry preferred

138

Sales Operations Analyst Resume Examples & Samples

Developing and managing Customer’s Supply Chain/Logistics relationships
Reporting and Ensuring Key Performance Objectives are met (Service Level, Cycle Time, & On Time performance)
Managing Customer’s Inventory (VMI) including order placement and inventory analysis
Collaborating with Customer replenishment teams to manage inventory, product availability, and in stock levels
Communication Skills are Key in this role
O Communicating internally with the Customer’s sales and marketing teams
O Communicating externally with Customer’s replenishment and logistics teams
Ensuring SB&D Operations are aligned with Customer’s Requirements
Management of promotional volumes and special execution items
Analyze operational situations and develop effective solutions
Driving Process Improvement
Perform daily Sales Order Management activities to maximize Service Level, Cycle Time, & On Time performance
Individual will work with all facets of Supply Chain (Demand Planning, Supply Planning, Distribution, Transportation, Customer Service) to achieve operational objectives, as well as with Sales & Marketing on customer objectives
Bachelor of Science Degree in Business / Supply Chain Management preferred
2-3 years Supply Chain experience a plus
High level of Computer Proficiency (SAP, BW, Excel, PowerPoint, Access, Manugistics, Business Objects)
JDA Certification a plus
Ability to work in a fast-paced, highly demanding environment
Ability to multi-task is a must
Enthusiastic, Self-Motivated, Team Player
Strong Communication and Organizational Skills
Ability to interact with Customers

139

Sales Operations Analyst Resume Examples & Samples

Reports and analyzes revenues and revenue-related metrics to support management decision making. This includes: develop and publish reporting and analytics, implement a validation process, and provide user-friendly outputs for Sales & Marketing to ensure the goals of the organization are met. Help efforts to increase reporting efficiency and effectiveness, including documenting deliverables, project plan and communication. Train team members on reporting tools
Completes daily, weekly and month-end reporting of key performance indicators for Sales & Marketing leadership team (including execution of SQL code),including analysis of key performance metrics to help management evaluate success of sales and retention team pilots and initiatives
Assists Salesforce development team in creating technical solutions, tools, views and dashboards (including business requirements gathering for and day-to-day management of Salesforce projects)
Analyzes and maintains various customer and/or sales rep territory attribute data to ensure optimal sales rep coverage
Performs ad hoc reporting and analysis to support the sales and marketing teams.May include pricing and profitability analyses and presenting to management. Builds data visualizations that provide meaningful insight into large and complex datasets

140

Sales & Operations Analyst Resume Examples & Samples

A BA/BS Degree with major in business, finance or economics required. MBA is preferred or willingness to obtain
7 years management work experience in finance and management required
Business planning, business plan development and financial projections acquired through a BA/BS degree and 7 years of relevant work experience is required
Effective written and oral communication skills acquired through minimum 7 years relevant work experience/training required
PC skills in Excel, Word, PowerPoint and Windows applications acquired through minimum 7 years of experience with PC applications and completion of various training classes required

141

Sales Operations Analyst Resume Examples & Samples

Work with marketing, sales management, and end-users to gather and define business requirements for configuration including workflow rules, CRM features, data validation, and triggers
Involved in creating gap analysis document, clearly identifying the data, business process and work flows of the organization with respect to salesforce.com implementation
Define business requirements to so that the CRM Administrators and Business Subject Matter Experts (SMEs) can develop reports, dashboards, and processes to continuously monitor data quality and integrity
Work with departments on change requests to ensure changes align with business processes and needs
Lead change management efforts to increase usage and compliance within the Health Care Practice for Salesforce.com and associated processes ools
Provide ongoing training for Health Care associated for Salesforce.com and sales processes. Provide updates and education on new features, benefits, reports etc
Work with team to develop and maintain sales process\operations documentation, specifically training and user guides
Key team member responsible for Healthcare’s alignment to the enterprise vision and roadmap for system
A minimum of 2-5 of relevant business experience
Strong project manager with ability to juggle multiple projects under tight deadlines and with a focus on high quality and attention to detail
Resourceful nature and excellent problem solving capabilities
Good communication (oral, written), presentation and interpersonal skills
Highly proficient Salesforce.com, Word, PowerPoint and Excel skills; familiarity with Wave analytics, data mart/BI tools, CPQ, ERP

142

Sales Operations Analyst Resume Examples & Samples

Applies concepts and theoretical knowledge acquired through education, training or experience
Learns company and function-specific standard operating procedures, data requirements, and associated processes and technologies
Bachelor’s degree and 0-2 years of related experience

143

Sales Operations Analyst Resume Examples & Samples

Update, maintain and analyze daily, weekly, and monthly sales related reports in Salesforce.com, InsightSquared and other information systems as required
Proactively analyze and send Key Performance Indicators to sales managers to help them take action and design initiatives for the territory/team
Assist sales users with report, query and dashboard gaps
Manage and maintain current reports, dashboards, email templates, etc
Organize data and generate deep customer insight in order to enhance sales productivity and effectiveness
Work closely with sales management, business analysts, developers and vendors in the design, configuration & build of the SFDC instance
Provide customized solutions through the use of system triggers, workflow, formula and automations
Ensure data integrity through the appropriate use of de-duping and data loading tools for bulk imports of data
3-5 years of experience as a Salesforce.com administrator for Enterprise edition, performing the tasks below
Advanced analytic, and sales performance reporting skills
Experience with a business intelligence tools and data visualization (InsightSquared experience is beneficial)
Ability to coordinate with cross-functional teams to provide solution suggestions and constructive feedback
Keen attention to detail and complex problem solving abilities from operational and technical perspectives
Ability to work independently and engage manager as needed

144

Sales Operations Analyst Resume Examples & Samples

Supporting our fast-paced sales team with order processing and project management questions
Continuous improvement of our business practices and processes
Driving performance through trending and data analysis of key performance indicators
Manage, track, and report on key performance indicators
Audit service contracts and project orders
Update, maintain, and innovate necessary customer service and sales order processes and procedures
Provide training to Sales Force, Project Managers, and other applicable groups on the sales order process and other related subjects
Coordinate with other departments and divisions as required
Manages the Customer Service call center
Has the independence and authority to perform required tasks to ensure all provisions of the quality system are met
Ability to communicate well with customers, sales force, project managers, supervisor, and co-workers in both written and verbal communication
Microsoft Office, proficiency in Excel

145

Sales Operations Analyst Resume Examples & Samples

Data Stewardship is responsible for carrying out SalesForce.com data usage and security policies as determined through corporate data governance initiatives and help with data quality improvement projects (account clean-up, opportunity management, mass generation of renewal opportunities, SalesForce DB maintenance)
Integrate, compile, analyze, and evaluate data on sales performance metrics (KPI’s)
Acting as a liaison between the IT department and the business side of Gemalto SM organization to uphold data consistency and data quality metrics
Assist sales teams with operational tasks, such as data analysis, policy execution, and implementing new user-friendly corporate dashboards that enhance visibility to business performance
Run ad-hoc reporting to troubleshoot, or produce requested reports
Pro-actively support the account creation process and data retrieval in connection with the Global ERP project at Gemalto
Bachelor's degree required, preferably in a Business, Finance or related field, or equivalent in work experience
Minimum of 2-3 years job experience in the following areas

146

Sales Operations Analyst, Associate Resume Examples & Samples

Decision Support Renewal Sales Management – Prepare and develop weekly status updates and perform ad hoc analysis on the renewal sales business that drive the decision making process of renewal sales management
Quarter Close Process –Manage the close process for recurring revenue lines in collaboration with peers in the finance department
Project Work – Play an active part in projects around Sales Productivity, Reporting Development and business transformation
Conversion & Contract Reporting – Play a key role in tracking our customer’s that our converting from perpetual maintenance contracts to subscription contracts. In addition maintain a contract database for our customers that have contractual pricing
BS/BA in Business, Accounting, Economics, Marketing or Finance and 3‐5 years of experience in Finance or Sales Operations
Highly organized with the ability to manage diverse functions, requests, and deliverables
Have a passion for the diverse workings of a large scale software business
Comfort in working for a fast‐paced organization
Proficient with Microsoft Word, Excel, PowerPoint and Salesforce
Comfort around Senior Management

147

Account Sales Operations Analyst Resume Examples & Samples

Lead global quarterly business review process, including coordinating stakeholders, creating global content, and managing end product to success
Work with Business Intelligence team to develop and drive adoption to new reporting for second and first line sales managers
Provide mentoring and technical guidance to Junior Analysts in a specific portfolio, and provide templates, guidance and drive alignment with analysts in other theatres
Provision of bookings & revenue performance analysis against Plan and Forecast
Report on key business metrics vs. targets – opportunity and revenue, production metrics by client, by center and by region, benchmark with conclusions
Various reporting requirements e.g. sales incentive tracking, Performance review statistics, surveys, security audits, and others as required
Supporting finance calendar around client bookings report including accrual and reconciliation
Lead statistical analysis on performance to drive insights / recommendations for the Sales team
Work with the Data Services team with tools that Sales and Operations Services can use to extract data / insights for daily business management in an automated manner
Report on and track Revenue generating programs

148

Sales Operations Analyst Resume Examples & Samples

Performance tracking, analysis & goal-setting
Responsible for CRM ad-hoc maintenance and reporting
Lead statistical analysis on product performance to drive insight/recommendations to the senior leadership team
Focus on process and continuous improvement through core projects – optimize the connection between functions & operating systems
Provide analytics support in order to develop and define KPIs, goals and levers for business growth
Develop detailed presentations and convey information to senior level staff across multiple functions
Participate in Global & Regional initiatives/projects when required
Support the Regional Sales Operations Manager in setting and presenting at weekly, monthly and quarterly operational meetings with the Regional Managing Director
Strategic/Business analysis – expansion into new verticals, markets

149

Senior Sales Operations Analyst Global Comp Resume Examples & Samples

The successful candidate will have excellent interpersonal skills as this is an internal-customer facing role
Proficient in compensation& benefits processes and payments procedures
Experience in the design, implementation and training of new Compensation and Benefit plans
Strong understanding of Sales capacity & headcount modelling
Previous experience of using CRM tools such as Salesforce.com
Flexibility to work nonstandard hours
Prior experience in Software/Services/Open Source Technologies would be a distinct advantage
Develops headcount and capacity data models to drive business decisions around headcount coverage, productivity & ROI
Develops reports and drives business insights to optimize analysis capability
Streamline processes, implement and develops best practices through utilization of business intelligence and business acumen. Communicates processes and results to Senior Leadership
Participates in and drives strategic discussions around business activities. Identifies and recommends productivity improvement opportunities
Evaluates business process implications of system requirements and make appropriate redesign recommendations
Broad experience and understanding of business operations/sales operations
Ability to interface effectively and establish quick credibility and confidence with cross-functional groups and Senior Leadership
Basic understanding of Hortonworks/Open Source technology and platforms
Education Required: Bachelors Degree
Experience Required: 5-10 years’ relevant experience

150

Sales Operations Analyst Resume Examples & Samples

BA/BS in Business Administration or related degree required; 4+ years’ professional experience in a software company and with at least 4 years in sales operations or analyst role
Strong Project Management competencies
Exceptional interpersonal, oral and written communication skills
Strong Salesforce.com skills. Experience with BI reporting tools a plus
Experience creating reporting via Salesforce and other reporting tools (C9, Tableau)
Advanced MS Office software skills (Word, Powerpoint, Excel, Outlook)
Collegial, proactive attitude, ability to multi-task in a fast-paced environment is essential
LI-MCM

151

Sales Operations Analyst Resume Examples & Samples

Own the entire Sales compensation process, including plan design, rollout, commission calculations, and administration. Manage all compensation administration within a complex Excel model and be able to modify plans as needed
Work regularly in Salesforce.com (SFDC) to create and run reports and utilize data for commission calculations as well as other analyses
Work directly with senior management to create and modify sales compensation components and programs, analyzing details and potential effects and offering recommendations
Meet regularly with head of Sales to accurately track headcount and analyze international headcount needs from the Sales side and work with Finance to ensure headcount expectations match
Work with Finance across several areas, including budgeting, headcount and Sales compensation accounting and approvals
Ad-hoc analyses for Sales management and field
Organize and maintain documentation from Sales organization for commission documents as well as Legal documents
Track performance of deals and other measures to evaluate effectiveness of current Sales compensation program
Contribute to monthly Operations Review meetings with deal and performance tracking reporting
At least 4-7 years of related experience in Finance or Sales Operations
Excellent written and verbal communication skills. Must be able to calmly help people with issues surrounding compensation
Strong analytical skills, organization skills, and attention to detail
Capable of working cross-functionally with teams and commit to deadlines, fostering a positive work environment
Proficiency in Excel and PowerPoint is required
Proficiency in Essbase preferred
BS degree in business and related experience
Broad knowledge and 5-10 years of experience in Sales Operations or Finance

152

Sales Operations Analyst Resume Examples & Samples

Work closely with global sales managers and LPG leadership team to design and improve regular (weekly/monthly) reporting and tracking mechanisms. Develop commercial intelligence and analyses to understand and improve all aspects of our commercial policy. Increase transparency of global LPD commercial activities and facilitate strategic improvement initiatives
Leader in developing, improving and executing processes to ensure commercial discipline across LPD. The analyst will help regional sales operation managers develop mechanisms / policies to support commercial management
Participate on special projects. These projects are far ranging and will involve detailed analysis to justify a specific business aim. The analyst will quickly identify issues and opportunities, establish and lead cross functional teams, develop effective solutions, communicate recommendations, and take actions to meet our business and commercial goals. Projects will involve extensive analysis in Excel and other computational software
Drive continuous improvement of the LPG Sales Data Warehouse. Act as a liaison between regional Sales Operations teams and corporate/divisional IT support teams. Identify issues and opportunities, and then implement solutions and enhancements to improve data quality, drive business intelligence, and promote the effective use of the LPD Sales Data Warehouse
Provide sales information and analysis to support Quarterly Business Reviews, Commercial Review Meetings, Pricing Reviews, and other recurring business meetings as needed
Expected to work as a member of global IT Business Analysis team and provide frequent input and insight into commercial and Financial discussions
BS or BA required, major in business or technical field preferred. MBA or other advanced degree plus
2 +years financial analysis or sales operations experience preferred
Manufacturing industry experience a plus
High attention to detail with outstanding analytical and problem solving skills
Proven ability to multi-task and deal with complex and disordered processes and systems
Deep experience and agility in Excel, Access, and IBM Cognos reporting and analysis studio, and other computational software. General knowledge of relational database systems also a plus
Willingness to travel up to 2 nights per month
Experience defining, implementing, and supporting business processes, can translate business needs to specific project requirements for IT technicians. Must regard all activities as processes that can be continuously improved
Strong team player with the proven ability to work with a diverse group of people in a geographically dispersed organization
Skilled with IBM Cognos reporting software and Microsoft Excel and Access
Good project management skills
Can-do attitude with good listening skills

153

Sales Operations Analyst Resume Examples & Samples

To engage directly with and build credible relationships with the country sales teams in relation to all sales applications in the organization and be seen as a strong value add to the business and success of the sales organization
To be the expert of the Qlik quoting tool and associated end to end processes
To ensure that all sales applications are used consistently across the country and drive accuracy and value-add in all data reporting
To capture, document, refine and improve key business processes that effect the business to ensure best practice is followed
To drive relevant enablement, training and support of the functionality and any new versions/enhancements
To maintain close communication with all end-users and Service Desk
Ensure Sales are assisting the Sales Productivity team, accounts labelled correctly and account plan in place
Work closely with Marketing Operations Manager, ensuring local Sales Operational overlaps are correctly managed
Assist the partner community with QlikBuy or portal related issues if a partner manager is unavailable
To own and deliver against all reporting requirements by the business and use KPIs to monitor and measure success

154

Sales Operations Analyst Resume Examples & Samples

Along with the Manager of Sales Operations, develop plans for sales representative deployment, activities, reporting requirements and key metric development to ensure effectiveness
Contribute to the Sales Operations organization in development and tracking of customer sales contracts across all various sales positions
Support NA Sales organization in working sales reps, managers and directors in all customer contract inquiries
Contribute to cross functional projects targeted at optimizing business operations and sales effectiveness
Create and improve processes for optimizing selling opportunity within North America region
Partnering with Senior Sales Management, and Sales HR Business Partner, lead the analysis and implementation of strategies needed during development process of mid-market, major market, and strategic contracting initiatives
Responsible for key metric and dashboard development with analysis and insights into the effectiveness of sales structure and targeting
Work closely with or lead strategic external relationships that support NA sales efforts
Working directly with legal teams to define contacts, terms and agreements in order to support sales goals
Review and track changes to sales contracts to ensure compliance with contractual standards and in accordance with company policy
Manage rebate program, including responding to inquires form vendors/customers on rebate availability, terms, and other program information
Develop metrics to analyze performance of rebate offerings against anticipated performance, including monitoring abnormal patterns
Responsible for maintaining internal sales contract database with all appropriate and pertinent information and documents from Contracts and Legal teams
Manage contract compliance and escalate non-compliance incidences to appropriate contact as well as following-up for resolution of non-standard items
Develop and maintain tools for monitoring and/or improving compliance. Work with sales force to resolve non-compliance
Managing and tracking contracts from creation to signature
Intermediate to Advanced Excel Skills
Minimum 6 years sales operations experience
Must possess demonstrated analytical skills and thrive in a detail-oriented environment
Internal corporate, project management and execution and operational experience preferred
Work Environment: The noise level and temperature in the work environment is usually moderate

155

Sales Operations Analyst Resume Examples & Samples

Update Salesforce as needed, maintain records and run ad-hoc reports
Create new reports and dashboards, identifying limitations and suggesting short term workaround and long term solutions
Provide support and assistance to the sales team as needed. Train sales reps on usage of salesforce and answer any questions they have regarding processes, prepare adhoc analyses to aid sales management in running the business and perform administrative tasks as needed
Support senior executives, business operations and the sales organizations
Reformat extracted data in Excel as required to highlight the needs of the digital business
Bachelor’s Degree from a recognized school or equivalent

156

Sales Operations Analyst Resume Examples & Samples

Assist and train field reps on processes and policies as they relate to revenue generation
Ensure the sales team is confident in the use of the tools and applications available to them; Pivotal, quoting tools, Sales Portal, Cognos and SPEAR/SPR
Help train and support sales reps with Pivotal processes
Assist field reps with enterprise software orders to facilitate teams/departments/legal/finance/management of Micro Focus and the customer
Configure and/or correct quotes in the pivotal system including proper pricing and configuration
Process purchase orders to send to Order Entry Team
Interface with the sales team, the channel or the customer on any items that need to be changed/clarified on the purchase order
Update customer requests and other customer service issues
Research and report on Serial Number or order history
Extract customer data from legacy systems
Fulfill report requests from the sales team
Develop and maintain product knowledge
Notice and improve practices and procedures
Ability to work overtime
Possible travel 1-6 times per year
Contributes towards cross-training by sharing knowledge and experience with other Sales Services Representatives
Shares product and system expertise and knowledge in a collaborative environment to enhance overall team depth and performance
Identifies barriers to success and opportunities for improvement within Sales Services and with other relevant departments and recommends appropriate course of action
Completes other projects and tasks, as assigned by the Sales Services Manager

157

Sales Operations Analyst Resume Examples & Samples

Commerce Management: facilitates campus ID card issuance, cashless payment processing, bookstore management, account management and reporting on-campus, off-campus, and online
Financial Services:simplifies electronic billing, manages payments all over campus, offers flexible tuition payment plans, and enables creation online storefronts
Bachelors degree in finance or accounting preferred
Prior experience in sales operations or finance/accounting
Strong process experience
Strong analytical skills with working knowledge of Excel required
Ability to manage and track data for a sophisticated, and often complex, sales process

158

Sales Operations Analyst Resume Examples & Samples

Create, develop and own capacity and productivity models for all Sales and Services functions. Establish a framework of role-based metrics design to further the ability to measure, understand, compare and predict changes in productivity or required changes in capacity levels across the Sales organization (including Field and Inside Sales Representatives, Sales Support and customer facing engineering teams). Considerations for analysis would include seniority, geographic placement, overall capacity, regional support and considerations of scalability
Enable senior management decision making for capacity-based staffing levels, role evolution and efficiency levels using the models developed
Contribute to other departmental metrics, KPI’s, scorecards and business analysis as needed
Partner with Sales Operations, Sales Operations Business Partners, Finance and other groups to as needed to integrate capacity and productivity measures into the planning cycle and during key business reviews
Strong model building and analytic abilities
Proven ability to document, explain and communicate complicated business concepts to all levels of the organization
Familiarity with Business Objects or similar SQL tools and/or Anaplan a plus
Experience using MATLAB for business analysis a plus

159

Sales Operations Analyst Resume Examples & Samples

B.Com or any graduate degree with overall experience of around 3 - 7 years
Ensuring receipt of POS files through various channels (EDI, GXS) on-time and accurately
On-time basic data reconciliations to ensure completion of data across distributors
Highlighting discrepancies to distributors and tracking missing product (serial numbers etc.)
Tracking rebates, discount and updating them in the system for correct margins and revenue reporting
Reporting on various regular and ad-hoc items related to product sales
Ensuring data integrity through error correction in various inputs files (POS, rebate etc)
Reconcile the inventory held by each distributor
Handling stock rotation and price protection for the distributors
Excellent co-ordination skills
Hands on experiences on SAP and other MS-Office applications
Experience in Channel management and reporting is preferred
Prior shared services and global environment is preferred

160

Sales Operations Analyst Resume Examples & Samples

Fulfill ad-hoc data request from Sales and Marketing business owners
Conduct prompted and unprompted analysis in support of our sales & marketing programs in an effort to correct current issues and/or uncover new opportunities
Develop new reporting and enhance current reports to keep them in line with changing business needs and requests of business partners
Create time efficient processes for all analysis and reporting through process automation
Maintain and archive the reports and data for their future use, especially for trend analysis. Document procedures and techniques and ensure repeteability of report runs, special consideration has to be paid to georaphical and data contents changes and their implementation in the reporting tools so that the reports show consistent information
Ensures all relevant administrative duties are carried out as required
Identify areas for process improvement, and drive change through MTO processes
Collaborate with Global Sales Analysis and Business Intelligence teams in the design and development of new templates for dashboards, report standards, and knowldege & standards
Assist in the adoption of process changes, and new processes implementation within the scope of Sales Operations Team
Graduate w/ Degree
Relevant Experience - 5 Years
MS Office Applications, understandings of SQL queries, reporting tools, and work with databases
Experience using Channel Insight / ZYME, bFO, OBIEE
Experience with inernet research, Company Register research
Proficient in MS Excel, PowerPoint
Ability to understand and interpret the requestors needs and environment in order to choose or design relevant Analysis
Ability to identify issues/risks, analyze and understand underlying causes, and devise appropriate action plans
Ability to write clear and concise reports which address the business/technical needs of the intended audience
Ability to communicate efficiently by listening and sharing information with requestors

161

Sales Operations Analyst Resume Examples & Samples

Solid knowledge SFDC administration, MS Office capabilities to 2013 level
Sound SAP skills, to enable the successful candidate to undertake not only BAU activities but be able to, at a moment’s notice, step into issue resolution mode
The position requires the attainment of HSC/VCE and a minimum three years’ work Sales Support experience in a commercial enterprise

162

Senior Sales Operations Analyst, Americas Resume Examples & Samples

Perform advanced analysis activities, including defining, measuring and communicating core operational metrics via dashboards and visualization
Take a lead role in developing and publishing reports, dashboards, presentations, and tools to aid sales and account services in consistently tracking activities
Collaborate with key stakeholders to complete comprehensive performance and forecasting analysis that includes data gathering, analysis, ongoing scaled deliverables and final presentation slides
Support the leadership team with “run the business” operations, such as forecast updates
Provide reporting, metrics and trends to the field leadership team, including the analysis of projected and actual revenues, customer activity, pipeline, and quotas to help drive business decisions and identify areas of growth and opportunities for improvement in overall go to market strategy
Manage consistency and quality in data and reporting and create synergies across the organization
Support the leadership team in defining a scalable and efficient sales process
Excellent problem-solving and analytical skills, including advanced spreadsheet skills, i.e. vlookups, pivot tables
Ability to build dashboards and automate processes using some scripting/coding ability would be helpful. Experience working with Vertica would be helpful
Experience working with large data sets helpful
Experience with planning software tools (eg. Anaplan) helpful
Highly organized and with a proven track record of project management experience
Scrappy and willing to wear multiple hats, able to deliver high-quality results in an often ambiguous and rapidly changing business environment
Proven interpersonal and communication skills, and ability to work in a cross-functional capacity to drive complex operational initiatives
Ability to analyze business analytics. Capable of developing actions around analysis that deliver results
Gather and use data to inform decision making and persuade others
Always focused on doing what’s right for the business. High energy and contagious enthusiasm. Willing to take on the tough projects and challenges
Occasional travel to Europe and Latin America
French, Spanish or Brazilian Portuguese language skills helpful

163

Sales Operations Analyst Resume Examples & Samples

Provide direct support to the Sales Executives and Account Managers in assigned territory/territories
Assist with a variety of activities relating to the daily functions of Sales Ops to begin to understand how the business as a whole operates
Complete all work within the specified turnaround times
Manage all outstanding proposals & contracts to ensure accuracy of pricing and compliance with all business processes (including audit guidelines)
Continually monitor accuracy of the data in Salesforce.com, as well as, manage your day-to-day activities through daily, weekly and monthly report reviews. Execute the report reviews with limited involvement from your Manager
Effectively communicate the status of activities to your stakeholders
Become an expert and trusted advisor for your internal and external stakeholders
Maintain the documentation around all activities performed by the Sales Operations Team
Execute assigned daily, monthly and quarterly reports
Commitment to achieving mastery in the role
Other duties as assigned by Manager, Sales Operations and Contracting
1-3 years’ experience in a customer support and/or operational role
Demonstrate a high degree of customer service and relationship building abilities with both internal stakeholders, as well as, external clients
Proven and effective communication skills
Maniacal attention to detail
Capability and flexibility to work in a fast paced, deadline driven environment
Experience with Microsoft Office Suite, especially Word and Excel
Experience with Salesforce.com CRM system preferred

164

Sales Operations Analyst Resume Examples & Samples

Responsible for quality, accuracy, and timeliness of standard reporting
Assist in compiling daily, weekly and monthly standard reports and developing best practices, as needed
Interface with database team to develop fully automated standard reporting long term
Perform complex ad hoc analysis as required, joining multiple variables, co-horting, etc
Work with Sales management teams to identify and prioritize analysis projects
Evaluate projects, compile data (interfacing with different departments as necessary), analyze trends and present findings to sales management team in efficient and polished manner
Go above and beyond initial analysis requests by determining what questions we should be asking; proactively provide answers to the next logical questions before they are asked
Manage cross-functional projects with key stakeholders scattered across the business
Enthusiastically assist on day-to-day sales operations tasks as need arises
Multi-task effectively
Quickly respond to priority requests, juggling other projects necessary
Provide consistent high level of service to all internal customers

165

Sales Operations Analyst Resume Examples & Samples

Provide Sales Policy guidance to sales team that includes, but not limited to, product upgrades, discounting and approval matrix, post contract exceptions and changes
Assist with quotes and orders for complex deals
Provide reports and analysis to sales management
Review and edit sales contracts and NDA’s, within defined guidelines
Hands on position, requires self-starter with positive, can-do attitude
3 Years experience in Sales Operations and/or Finance
Experience with CRM/SFA

166

Sales Operations Analyst Resume Examples & Samples

Bachelor’s degree required, major in Business or Finance preferred
3 years experience in a related analyst role required
Experience in the Agriculture industry is preferred
Strong computer skills which includes Advanced proficiency of Microsoft Office (Outlook, Excel, Word, PowerPoint)
Excellent proficiency in ERP and Business Intelligence reporting systems - Business Objects and SAP preferred
Experience with a CRM tool - Salesforce.com preferred
Must exhibit excellent communication skills, interpersonal skills and analytical and business management skills
A desire to learn and engage with a very dynamic team
Open to accepting and modeling change across functions
Comfortable to speak up and deliver your opinion
Knowledgable of processes and identifying how to streamline processes
Ability to work Independently
Demonstrated problem solving and analytical capabilities
Growth mindset with a commitment to ongoing learning

167

Sales Operations Analyst Resume Examples & Samples

Partner with in-Geo Sales executives and sales leadership to define Geo business operational priorities by role and territory (could be direct/Channel or PS-centric)
Drive regional forecasting processes and roll-up for the weekly, monthly and quarterly business reporting cadence
Implement key performance tracking metrics and dashboards to provide Sales leadership visibility
Drive regional adoption of reports and dashboards defined by Global Sales Operations
Drive preparations for and the execution of all QBR activities for regional sales management
Own in-Geo systems management, operational execution, reporting and policy enforcement
Identify sales process inefficiencies and manage projects to streamline or automate sales processes (architect, design and implement the system changes from a business process flow to partnering with technical resources to execute the requisite coding within the SFDC ecosystem)
If so designated, own all Clearinghouse (CH) functions, reporting and operational execution on a global basis
If so designated, supervise the Clearinghouse (CH) function on a global basis

168

Sales Operations Analyst Resume Examples & Samples

Update, maintain and distribute ongoing reports in support of Sales and Operations using Business Objects, Excel, and Tableau
Create new reports in Business Objects and Excel to support the needs of the business as well as Adhoc analytical requests
Support cyclical reporting through data gathering and report production
Support process improvement projects including updating system feeds and reporting automation
Perform in-depth data quality audits to verify fields and calculations are working as defined within data warehouse and Business Objects
Maintain user defined tables and verify data updates
Identify and resolve data discrepancies that impact the accuracy of our reporting
Other responsibilities and key results will be assigned as required
Strong Excel and Business Objects skills
Exposure to business intelligence platforms and data visualization tools

169

Sales Operations Analyst Resume Examples & Samples

Contribute to the definition, solution design and enablement of the Go to Market business intelligence and analytics portfolio (Tableau, SAP-BW, SAP BOBJ)
Gather requirements, identify data gaps, aid in the creation of new/modify report prototypes and build automated reporting solutions
Promote and facilitate the development of self-service capabilities for the business in the access and reporting of business data
Identify and engage the appropriate IT and business participants as well as manage requirements, risks, issues, changes, and updates
Work effectively across various teams/customers, building strong working relationships with reporting and analytics end users and IT
Design and develop Dashboards / Adhoc reports / Standard reports as per the business requirements
Assist with developing and delivering training materials
Business Analysis skills to understand business needs and document requirements
Hands-on experience with Business Objects - Refreshing and distributing existing Webi reports and creating new Webi reports
Proven ability to extract/source data from multiple data sources and integrate them into a single source view/report/dataset (using SQL or other database queries and data staging techniques)
Experience in SAP BW, SAP ECC data models, SAP Master data and Master data practice as a whole
Understanding of data warehousing concepts and practices
Advanced Tableau development skills
Experience integrating Tableau into various external environments (such as websites, SharePoint, etc.)
Strong experience developing Business Dashboards and Reports
Strong familiarity of the BI industry, vendors, products and best practices
At least three (3) years of Business Intelligence/Analytics service delivery experience
Thorough understanding of Business Intelligence related Reporting Tools, Visualization, Analytics, Dashboards, KPIs, Scorecards and Predictive Analysis through tools and technologies such as SAP Business Objects and Tableau
Experience with the advanced use and management of Tableau

170

Sales Operations Analyst Resume Examples & Samples

Maintain customer information in the system to ensure accuracy and consistency
Gather and analyze data from various data sources to build compliance reports, analyze competitive landscape and identify potential sales opportunities
Work with Sales team to update product listing status by customers and products
Liaise with Pricing & Contracts and Sales team to develop Go-To-Market pricing strategy
Develop commercial related reports to monitor sales performance to assist sales team in analyzing results
Assist in analyzing product portfolio profitability for business decision-making
Develop and maintain good working relationships with Sales, Marketing, Finance and other departments across the company
Enhance department effectiveness through the development of continuous improvement initiatives
Perform other duties and responsibilities as required
University Degree with specialization in Business, Marketing or Accounting
1-2 years of work experience, preferably in a sales operations function
Proficient level of experience with MS Office (Advanced Excel, Word and Powerpoint)
Solid analytical and problem-solving skills
Excellent communication (both verbal and written) and interpersonal skills
Good organizational skills and detail-oriented
Ability to work both autonomously and in a team environment
Ability to quickly adapt to dynamic environment and requirements
Proficiency in speaking, comprehending, reading and writing English is preferred

171

Sales Operations Analyst, Enterprise Resume Examples & Samples

BA/BS degree; major in business, finance, and/or economics preferred
2 - 3 years of experience; experience at an investment bank, consultancy or a high growth start-up company
Intellectually curious and resourceful, and excited to work in results-oriented environment with a loose playbook and light management
Strong communicator and collaborator with ability to present concepts, recommendations and analyses in a clear, concise and actionable manner

172

Sales Operations Analyst Resume Examples & Samples

Partner with the sales team to analyze current and past trends in key performance indicators including sales team performance, pipeline conversion, cost of customer acquisition and lifetime value of customers
Develop financial models and analyses for business partners to support optimal sales and marketing decision making
Support the continued development of Budgeting, Forecasting, Operational Planning and Modeling at Sprinklr
Communicate initiatives and goals with Senior Management Team

173

Sales Operations Analyst Resume Examples & Samples

Provide consultative guidance to field sales reps, as well as other revenue generating business units
Deliver Salesforce and ad-hoc reports, as needed, to operations and sales management
Contribute to reporting and analysis to ensure management has all necessary information
Train field sales team members on new processes and sales enablement products
Maintain and complete cases in Salesforce.com from Sales Reps and other Internal departments

174

Sales Operations Analyst, Amer Resume Examples & Samples

Delivering scorecard metrics including measures against pipeline, budget attainment, and reporting forecast
Drives automation projections to support forecast cadence and pipeline management
Territories design and implementation management in SFDC (verticals, geography, etc.)
Subject Matter Expert for salesforce.com and all sales related tools
Preference for candidates who have completed a 3-5 year business operations program at technology company
Preference for candidates who have completed a 2-year analyst program at a top consulting firm or investment bank
O Preference for candidates with post-analyst program experience in a technology company
Ability to decompose complex question/problems, build work plans, identify data sources
Ability to perform analytical work independently, synthesize findings, and package answers into executive ready deliverables
Proven track record of being a clear communicator and being comfortable in front of senior leaders
Be a self-directing person who is comfortable working in a fast-paced environment where roles and responsibilities change quickly
Excellent verbal and written communication skill
SFDC advance user experience

175

Sales Operations Analyst Resume Examples & Samples

Acts as a customer advocate in providing assistance to resolve members issues and problems
Follow-up calls to members with resolution to identified issues in timely manner
Resolves inquiries related to authorizations, claims, enrollment, and billing
Provides service requests to other departments as needed
Performs accountabilities in accordance with established organizational metrics Identifies trends and continuously makes recommendations to improve processes
California Health License required or ability to obtain the license within 30 days of employment
Bilingual in Chinese, or Korean, or Vietnamese and English
1+ years of Case management experience
Ability to navigate through multiple computer programs

176

Sales & Operations Analyst Resume Examples & Samples

3-5 years experience with forecasting, demand management, supply planning, inventory management, or business analytics
Experience using Demantra preferred
Demand Planning certification a plus (eg CPF, ACPF, CPIM)
Excellent analytical and organizational skills with an attention to accuracy and detail
Advanced computer skills; ERP system experience, Microsoft Office (Excel, PowerPoint, Outlook)

177

Sales Operations Analyst Resume Examples & Samples

Sales Forecast / Outlook
Support the sales team in reviewing and assessing the HKT pipeline
Prepare detailed coverage analysis
Reporting & Analytics
Partner with the APAC Sales Ops team to streamline and standardize all reporting
Analyze key performance indicators and operational results
Drive a Salesforce.com environment and its usage as the single source of truth
Work closely with diverse user groups including Management and Sales team to deliver timely, accurate and actionable business performance information
QBR & Ad-hoc Business Reviews
Support quarterly and ad-hoc business reviews (local and APAC)
APC Support
Partner with the APAC Program Manager to drive APC initiatives
Ensure the HKT sales team and partners are provided with the support needed to help foster success
Review and validate APC partner attainment
Review and validate Deal Registration
Support any new and existing promotions
Translate communications, if necessary
Support the partner onboarding process and ongoing status of partner program memberships

178

Sales Operations, Analyst / Manager Resume Examples & Samples

Collaborate with other cross-functional colleagues to meet the desired business objectives and ensure accurate and timely implementation of Sales Operations deliverables
Develop training, communication and support plans that influence adoption of field efficiency tools
Partner effectively and collaborate with cross-functional teams like Sales, Marketing, Market Access and IT to provide holistic approach on business situations that affect Sales Operations deliverables
Manage Fleet vehicle reimbursement program and monitor fleet driver safety rules and apply corrective action when indicated
Assist with the integrity of customer master file by performing HCP validations and responding to field based inquiries and change requests
Provides accurate and in-depth analyses to cross-functional leadership teams and serves as an integral part of the extended commercial team(s)
Executes sales incentive and compensation programs and contests that support the sales force strategy as determined by senior leadership
Develops sales-operations-specific presentations for the field or appropriate audiences
Delivers fact-based recommendations on ways to improve incentive compensation strategies, and increase overall sales force success
BS/BA in business or related field
3 years of sales operations experience ideally in a pharma/biotech environment
Expert Excel and Power Point skills
Proficiency in reporting and data analytics tools like Excel, SAS, Qlikview, Spotfire, Tableau, Business objects
Experience in Sales Analytics, Incentive Compensation and Project Management preferred
Previous experience with SFA/CRM administration (Veeva experience a plus)
Experience with 3rd party pharmaceutical data like IMS, Symphony
Knowledge of medical/retail claims and Managed care data a plus
Strong interpersonal abilities and capacity ensuring the ability to manage multiple projects simultaneously
Detail-oriented with strong interpersonal skills to manage relationships with cross-functional teams

179

Sales Operations Analyst Resume Examples & Samples

Minimum of a Bachelor’s degree required. Degree in Business, Finance, Accounting or Law preferred
Minimum of one year experience compiling and analyzing data with the ability to articulate key data elements and insight on key findings is required
Minimum of one year experience managing Business to Business contract agreements is preferred
Minimum of two years experience in manufacturing or healthcare industry preferred
Exceptional communication skills: written, verbal and listening. Ability to effectively communication to employees at all levels of the organization
Ability to quickly process and synthesize data and information (internal & external)
Strong aptitude to understand and balance legal guidelines, customer requirements, and business needs
Self-motivated with a high degree of initiative
Ability to multi-task and prioritize workload
Demonstrated ability to work effectively in cross functional teams
Demonstrated ability to effectively communicate across all levels of the organization
Ability to manage a conflict and gain consensus
Must be well organized with a strong attention to detail
Excellent computer skills including Microsoft Office, including Word, Powerpoint and Excel
Experience with financial analysis and reporting tools

180

Sales Operations Analyst Resume Examples & Samples

Organize meeting notes, tasks, communications, requirements, and feedback
Communication Effectively with both written and verbal communication skills
Think analytically to identify root causes and ask effective questions
Quickly learn business processes and how they interconnection
Understand and adhere to business priorities
Moderate business discussions between various departments in a professional way

181

Sales Operations Analyst Resume Examples & Samples

Provide detailed and accurate reporting to Sales management team
Demonstrate attention to detail, quality, accuracy and timeliness of standard reporting
Deliver periodic reporting and analysis on Sales KPIs for Management reporting
Responsible for CRM Data integrity of Accounts, Opportunities, Contacts, Territory etc
Develop and build relationships with internal and external customers to resolve problems; display commitment to achieving team goals by exhibiting adaptability and reliability
Ability to gain understanding of customers and customer issues to propose effective solutions
Support initiatives to gather and report sales metrics
Minimum of 2-5 years of experience within a sales analysis role required
Experience with a Sales CRM system, specifically SalesForce
Organizational skills and change management for working with large quantities of data
Sales compensation experience a plus
Microsoft Excel and Access expertise a plus
Experience with Business Intelligence tools (Oracle Business Intelligence a plus)
Self-motivated with the ability to work independently and to serve the diverse needs of the global sales operations team
Demonstrated ability to deliver results and adapt to changing business requirements; ability to plan, organize and manage multiple priorities
Professional presence and demeanor required
Strong written and oral communication skills are imperative

182

Sales Operations Analyst Resume Examples & Samples

Understands the sales processes and sales reporting, including sales forecasting, Salesforce.com automation, territory planning and management, and incentive compensation
Manages preparation and analysis of monthly and quarterly KPI reports: utilizes spreadsheets, ERP systems and/ or CRM systems to gather sales data for analysis. Assembles, maintains, and audits information needed to track performance
Analyze data to build and maintain models to inform product pricing related decisions
Liaison for cross-functional teams in order to improve efficiencies and productivity of supported departments, maintain positive working relationships with other departments and their team members
Documents standard operating processes, including detailed business requirements for Sales, Product Marketing, Order Processing, User Setup, and Sales Operations departments
Contributes to the development or improvement of systems or processes to effectively track or capture leads, sales, commissions, and quota data
Develops special ad hoc analysis and reports as requested by supervisor
Passionate toward operational excellence, exceptional attention to detail, and a proven ability to deliver fast but reliable, accurate results and insights to sales management in a fast paced, high growth environment
Bachelor’s degree from an accredited and recognized institution is required with an advanced degree (MBA or equivalent) preferred
2-3 years related experience as a Financial Analyst or Business Analyst with increasing responsibility, specific experience as a Sales Operations Analyst or Sales Compensation Analyst preferred
Experience as a Power User or System Administrator preferred, experience with Net Suite a plus
Advanced Microsoft Office Suite Applications, especially Microsoft Excel and Access
Ability to identify, analyze and arrange large amounts of data into meaningful and manageable reports, for use by different levels of management
Analytical skills required to see linkages between various sources of financial information, interpreting results, determining underlying causes, and formulating conclusions based on financial data
Planning and organizational skills enabling multiple simultaneous work processes are occurring as required to satisfy client needs and that results are timely, complete and accurate
Interpersonal communication skills with the ability to partner with various organizations: Sales, Product Management, Product Marketing, Finance, Legal, Human Resources, and Enterprise Business Systems Team

183

Sales Operations Analyst Resume Examples & Samples

Manage the Quote to Cash order process developed between our SFA and PeopleSoft Financials. This focuses on the creation of Exhibit A�s and processing sales orders each month. The order types consist of Revenue, Upgrades, Term, Cloud, Royalty, OEM, Eval, and Partner
Work closely with Sales Enablement to ensure new reps are up and running with sales systems as quickly as possible
Act as an order deal desk coordinating timely dialogue between Legal, Finance Revenue Recognition, Sales & Finance Executives
Manage the Teaming Agreement Policy at Informatica to ensure timely commission payment
Responsible for providing sales reps legal documents in PDF format for existing customer base
Update the SFA with monthly lead & territory updates
Ensure data quality rules are adhered to in SFDC. This pertains primarily to company, contact, opportunity, and order details
Enforce the Sales Order Acceptance Policy with the WW sales, which ensures orders adhere to strict standards
Strategic partners with WW sales in developing upgrade transactions and coaching reps on required product sets for order fulfillment
Oversee Sales Incentives programs
Monitor Pricing and ensure all discount approvals on pricing quotes are obtained
Escalate company data issues reported by users to the company data owner
Participate on User Testing cycles for SFA enhancements
Enablement support for Cloud customers by coordinating with Logistics for timely provisioning
3-5 years of comparable experience, preferably in a fast paced high-tech environment
Possess excellent verbal communication skills and have strong attention to detail
Strong customer service background
Com experience a preference
Working at a SaaS based company a major plus

184

Sales Operations Analyst Resume Examples & Samples

Texas Health License required or ability to obtain the license within 30 days of employment
Bilingual in Vietnamese and English
1+ year of Case management experience
Bilingual in Chinese

185

Sales Operations Analyst Resume Examples & Samples

Receives and responds to inquiries from walk-in members regarding benefits, policies, procedures and protocols
Acts as a customer advocate in providing assistance to resolve members? issues and problems
Provide information on various plan designs and send out benefit package and sales materials
Collect and review enrollment application to ensure completeness
Associate Degree (or higher)
Must be fluent (written and verbal) in Korean and English
1+ years experience in Customer Service
Experience with MS Excel including data entry, sorting, creating/modifying spreadsheets and MS Word including data entry and documentation creation
Access to reliable transportation that will enable you to travel to the Fort Lee, NJ and Edison, NJ locations
Valid New York State and New Jersey State Health Insurance Licenses or can obtain one within 60 days of hire
Excellent communication and analytical skills

186

Sales Operations Analyst Resume Examples & Samples

Contributes to the development or improvement of systems or processes to effectively track or capture leads, sales, commissions and quota data
Experience with SalesForce.com and NetSuite a plus
Experience with complex excel models, econometrics, and statistical modeling preferred
Ability to understand and write scripts for data extraction, manipulation, and analysis using SQL, R, and/or Python preferred
Interpersonal communication skills with the ability to partner with various organizations: Sales, Sales Operations, Product Management, Product Marketing, Finance, Legal, Human Resources, and Enterprise Business Systems Team

187

Sales Operations Analyst Resume Examples & Samples

Reporting and Ensuring Key Performance Objectives are met (Fill Rate, Cycle Time, & On Time performance)
Review and analysis of customer data including POS information, promotional schedules, and metric reporting for both proactive planning and/or corrective action
Collaborating with Customer replenishment teams to manage internal forecasts, inventory, product availability, and customer in stock levels
Communication Skills, both written and verbal, are Key in this role
B.S. Degree in Business / Supply Chain Management strong plus
2-3 years Supply Chain experience
Computer Proficiency (SAP, BW, Excel, PowerPoint, Access, JDA, Business Objects)
Ability to interact with Customer

188

Sales & Operations Analyst Resume Examples & Samples

Bachelor’s Degree or year for year related experience
3+ years of experience with business or data analysis
Advanced skills in Excel and other MS Office Applications

189

Sales Operations Analyst Resume Examples & Samples

SFDC SME – Process/Tools/Change management. Identification of new requirements and new improvements within EMEA region. BRD creation, communication with Global Sales Ops team, ongoing clarification if required, and driving of acceptance. Feeding back to the SOPS team regarding any changes of system/tools/processes so that actual valid processes are followed, and correctly captured in internal documentation. Identification of frequent system and user issues within EMEA region, and provision of feedback to Global Sales Ops team
SFDC UAT management. Execution of testing scenarios, provision of feedback
SFDC Data management. Clean-up of redundant and duplicate accounts, and inactive contacts. Correction of account ownerships. Correction of hierarchies and definition of ongoing clean-up activities
Sales Operations process creation and documentation. Assist and cooperate with the SOPS team on creation of FAQ document. Sales Lead process clarification to ensure that sales teams are following standard process
Reconciliation process: Accountable for EMEA Booking, Price Increase, Price Decrease and Churn data readiness, which includes: data reviews, Manual Opportunity creation, communication with finance, communication of validation files to the countries, and review of their feedback. Announcement of final numbers for month and quarter. Implementation of any future reconciliation process changes in the region
Ongoing Sales Team support with any tasks and questions related to Account/Opportunity/Booking management and SFDC
Possess strong SFDC experience, preferably working in a Sales Operations Analyst Role or similar
Have a strong working knowledge of MS Excel to manipulate data
Have excellent verbal and written communication, time management and organisational skills
Be highly adept at problem solving

190

Sales Operations Analyst, Associate Resume Examples & Samples

Execute and support quarterly governance reports on key enablement applications
Management of existing reports with updates and conversion to new BI Platform
Requirements gathering and documentation to assist with report development
Develop, test, release new reports covering needs of the business
Engage and work with corporate BI team to extend our Enablement analysis capabilities
Engage and work with aligned Operations teams and lines of business to more effectively achieve data needs and analysis results
Management dashboard development to allow for teams to run and inspect ongoing progress
Support of data quality improvement efforts across data systems leveraged

191

Sales Operations Analyst Resume Examples & Samples

Partners with Enterprise leadership team to understand the critical support activities for short term and long term goals
Develops and maintains project plans, schedules, communications and priorities to ensure timely delivery of Enterprise human capital solutions
Organizes project teams and sets project priorities
Develops, implements and tracks controls to ensure project deliverables are met
Provides overall direction and guidance, coordinates schedules and related project activities to ensure the work and documentation meet appropriate departments/service line standards
Makes recommendations for new procedures to continuously improve the process and results
Leads cross-functional project teams in implementing, maintaining, upgrading, enhancing and developing customer focused solutions to support Workforce Solutions and Enterprise Accounts
Manages the implementation and on-going administration of technology systems and the reporting and functionality of these systems
Serves as a consultant for various project teams and facilitates project meetings
Implements and maintains high standards of quality control
Attends and participate in end user, client, and departmental meetings as required
Participates in strategic planning meetings
Assists leadership in researching best practices to implement creative and cost effective solutions to delivery of human capital solutions
Maintains a broad knowledge of the AMN, the Enterprise Team and department policies and activities in order to address problems, respond to inquiries, and perform special projects requiring in-depth AMN and industry knowledge
Applies an understanding of key legal precedents, policies, and practices to protect the interests of the organization and individual members
Promotes the use of technology throughout the institution as a means of increasing efficiency and improving job performance
Develops project charters to effectively describe the problem statement, the business purpose, the scope of the project, the timeline for deliverables, the metrics that will be used to measure success, and assigning team members
Leads meetings of project workgroups, including facilitating discussion around project deliverables, identifying action items and assigning to team members for follow up and completion, identification of threats and opportunities, and obtaining additional resources as needed
Develops monitoring tools to measure success/failure of various project initiatives, identifying root causes and taking corrective action as needed to ensure projects achieve stated goals
Coordinating the creation of presentations for report outs, including leading the creation of relevant visual presentation materials, and preparing written narrative as needed
Responsible for end to end project management (from concept to delivery) driving the successful completion and implementation of complex projects, solutions and other related deliverables
Identifies process improvement opportunities, managing implementation teams and developing strong working relationships with internal business partners to ensure successful project execution
Structures work and programs so it aligns with
3 years of experience in project management
2 years of experience in business analysis
Expert excel and PowerPoint skills
Healthcare, Staffing or Human Resources experience

192

Sales Operations Analyst Resume Examples & Samples

Bachelor’s degree required in business related major
1 year experience in a Sales Operations role or related internship experience
Salesforce Administrator or Developer experience a plus
Salesforce Administrator or Developer certification preferred but not required
Proven experience developing strategic data analyses and executive dashboards in PowerBI is a plus
Demonstrated ability to execute and deliver projects on time and on budget
Ability to collaborate in a global team environment
Working knowledge of business intelligence and processes a plus
Effective communicator and partnership skills across all levels of the organization

193

Sales Operations Analyst Resume Examples & Samples

Participate with Corporate Sales Ops and IT teams to promote enhancements in Salesforce from idea to sandbox through production release, following best practices for specifying requirements, testing and validation
Produce documentation and presentations to assist users in adopting new processes & SF capabilities
Insure CRM Data integrity of Accounts, Opportunities, Contacts, Territory etc
Support compensation planning and reporting by reconciling finance system with Salesforce on a monthly/quarterly basis and participating in annual compensation cycle
Participate in delivering reports & analytics to Executive and Sales Management teams including KPIs, management-level metrics, and operational reports
Collect, analyze and presentation of data to support and enhance decision-making
Develop and maintain reports and dashboards for business and sales stakeholders
Identify and follow-through with creative solutions to problems presented by business and sales stakeholders
Work productively with teammates to improve, end-to-end, the process of collecting and delivering reports to stakeholders
Interact productively with a variety of departments, including Sales, Operations, Marketing & Finance
Minimum of 2-5 years of experience within an sales/operations analysis role
Self-motivated with the ability to work independently and to serve a diverse global sales operations team
Experience with a Sales CRM system, SalesForce preferred
Strong skills with Microsoft Office, especially Excel; Access experience a plus
Demonstrated analytical and data-driven problem solving skills, with attention to accuracy and urgency
Effective, efficient and collaborative communicator, both written and oral
Ability to develop relationships with peers and internal customers to resolve problems
Commitment to achieving team goals by exhibiting adaptability and reliability
Professional presence and demeanor

194

Sales Operations Analyst Resume Examples & Samples

Salesforce Reporting
Data/Statistical Models
Operational Metrics
Dashboards
Analyzing Close Loop Lead Process
Marketing and Sales Operations Reporting
Supporting Business Strategy
Identify, analyze and interpret trends or patterns in multiple and complex data sets which can improve revenue, costs and operational efficiencies
Interpret data, analyze results using statistical techniques and provide ongoing reporting, including report automation, dashboard layout and data accessibility
Salesforce.com lead flow process and reporting and sales tracking
Analyze close loop lead processes
Marketing and sales operations and reporting
Mine data, perform ad-hoc analytics to help understand marketing campaign success, business trends and customer / prospect behavior across all BlackBerry product solutions
Work with business stakeholders to define goals and measurements, for strategies and initiatives, and monitor impact of strategies/initiatives to achieve revenue and ROI goals
Propose new methods for evaluating information, incorporating best practices from high-performing organizations and staying current on the competitive market
Develop and maintain a centralized knowledge base, models and tools to support organizational learning
Work closely with technology to ensure analytics requirements, standards and processes are in place and analytics tagging and implementation supports business needs
Inform business stakeholders of important developments, potential problems and related information necessary for effective management

195

Sales Operations Analyst Resume Examples & Samples

Creation of sales metric reporting for multiple lines of business, and on a global scale
Develop harmonized global process for data collection and analysis of monthly revenue forecasts, sales headcount, and sales productivity
Assist global marketing expense analyst to assemble the expense reporting and outlooks from multiple geographies
Maintain daily, weekly, and monthly executive dashboards
Provide data governance controls in Lexmark’s sales force automation tool, Salesforce.com, for territory planning, sales activity metrics, and account coverage statistics
Act as liaison to shared service center in Cebu, the Philippines for management reporting and analysis
Participate in monthly reviews including sales forecast consensus meeting, demand planning reviews with Supply Chain, and geography financial reviews
Ideal candidate has excellent analytical and communication skills
Demonstrated judgment in making recommendations leveraging all relevant inputs
Skilled in MS Excel and MS PowerPoint
Demonstrate ability to adapt and learn new data systems such as SAP, Salesforce.com, Wave Analytics, etc
The ideal candidate will possess the following
Marketing, Finance or other Business related degree required, MBA preferred

196

Sales Operations Analyst Resume Examples & Samples

Own the Territory outlook/forecast/LRP (Long Range Plan) processes
Track all projects, ensure supply alignment with Supply Chain
Ensure completion and accuracy of Salesforce.com
Provide updates and take input from our senior members of the sales and go to market team
Ensure alignment with the Channel and Solutions&Services teams

197

Sales Operations Analyst Resume Examples & Samples

Act as a back up to the AE - Answer case specific questions and work strategically with brokers/clients concerning new group submissions --- also respond to general questions about implementation
Assist with status update requests
Broker has a tax document question
Broker has a payroll/quarterly wage & tax question
Broker has a general participation question
Broker needs the Multi-Choice plan grid
Broker needs appointment paperwork for All Savers or Fully insured
Submit appointment paperwork for All Savers or Fully insured
Brokers needs a benefit summary
Any another misc. forms needed by a broker
Order SBC for 51-99 groups
Pull quarterly medical bonus for specified agents (as requested)
Aprimo leads
Ordering of Office Supplies
Benefit Summaries – email, translate requests, print/mailOrder Enrollment Kits

198

Sales & Operations Analyst Resume Examples & Samples

2-3 years commercial experience (marketing, sales or trade marketing)
Multiple channel responsibilities is preferred
Relevant experience in the CPG Industry
Strong communications skills to champion both strategic goals and delivery of short-term financial goals
Possess strong analytical skills, demonstrating an ability to recommend and implement business opportunities based on synthesizing data
In-depth understanding of trade marketing/retail/sales to have a positive commercial impact
Strong working knowledge of Microsoft Office Suite with strengths in Excel and Power Point
Able to “mine data and provide strategic recommendations based on data insights
Strong team-player, adaptable to fast growing, changing environment
Strong interpersonal, communication and leadership to effectively drive budget allocations against business needs and able to influence sales and marketing
Some US travel requiredEEO/AA/M/F/Veteran/Disabled

199

Sales Operations Analyst Resume Examples & Samples

Produce recurring and ad-hoc reporting on sales revenue, forecast, and pipeline
Measures, analyzes and reports results to support informed, fact-based business decisions which drive improved performance and results across multiple functional areas
Define, refine and automate our systems/processes/templates that will allow us understand & improve our business, market environments, and competitor landscapes in which we operate and compete more efficiently and effectively
Provide insights and recommendations to sales management to optimize sales performance
Implement and uphold data governance practices around the sales process and our CRM (Salesforce)
Manage programs to increase references, drive internal leads, harness win/loss survey data, and maintain competitive intelligence
Administration of sales enablement platform (SAVO)
Act as a trusted advisor and leader when creating presentation material regarding the performance of the business
Key business partner for IT, Finance, Marketing, and others on cross-department initiatives
3-4 years in fast-paced technology or financial services environment
Previous Sales Operations experience is a plus
Strong knowledge of Microsoft Excel (including pivots, look-ups, filtering)
Proficiency with Salesforce (including reports and dashboards)
Experience with Cognos or similar BI tool a plus
Ability to synthesize many sources of data to generate strategic insight
Learns quickly, whether new technology or business concepts
Continuously identify opportunities for improvement and strive to enact solutions
Comfortable presenting and engaging with cross-functional teams and sales management
Outstanding attention to detail, strong ability to prioritize, and highly productive

200

Sales Operations Analyst Resume Examples & Samples

Responsible for the daily support of new business sales teams, including ordering and maintaining sales materials, assisting with the creation of open enrollment, creating temporary ID cards, and assisting AEs in meeting sales objectives
Create and customize broker presentations for AEs
Pull benefit summaries/forms for brokers
New and renewal case installation
Manage Reward Account assignments in internal platforms
Reporting as needed for Leadership
Process Agent of Record requests and troubleshoot commission issues
Process new broker contracting
Works with Sales & Account Management in fulfilling a liaison role between the health plan and virtual operations teams and offering local sales support
Analyzing and reporting sales data, communicating changes to sales plans, providing knowledge about customers and competitors, communicating pricing data
Offer support related to major initiatives and miscellaneous projects in health plan
Provide customer touch points
Handle Broker walk-in/drop off cases, including checks
Triage/route escalated issues
Coordinate and track broker bonus programs, including reporting with modeling tool
Build and sustain positive relationships with brokers/consultants through direct and indirect communication
Additional responsibilities will be added as needed
AdobePro experience
Healthcare industry experience
Working knowledge of Prime and solaris systems

201

Sales Operations Analyst Resume Examples & Samples

Produce daily, weekly and monthly management reports
Review and analyze monthly distributor COGS to feed sales credit processing
Coordinate data collection, validation and use with data owners
Review and analyze sales data for trends
Provide monthly data to support Commercial strategic initiatives
Produce and refine reports for Regional Sales Directors and Sales Management that assists sales leaders to better direct and deploy resources
Produce and refine reports for Sales Management that identifies sales trends and opportunities
Support SD monthly reporting
Strong reasoning, problem solving and data manipulation skills
Makes Decisions
Deals with Ambiguity

202

Sales Operations Analyst Resume Examples & Samples

Drive consistency in delivery of high quality Sales support processes and identify best practice to leverage across all territories within the Region
Ownership of Region forecast processes driving improvements in forecast accuracy, SFDC hygiene and discounting
Provide first line Operations support to North region, partnering with Sales Directors, including forecasting, analytics and business reviews
Proactive analysis to identify key business trends & performance versus planned targets in addition to highlighting opportunities for management to drive increased value from productivity gains
Timely delivery and interpretation of key metrics to prioritise key actions & support business decision making for Sales leadership team
Collaborate with the EMEA Operations team and cross-functional team to resolve operational business issues and to drive improvements in efficiency across operational processes
Support the business planning and quota setting process, reviewing, deploying and managing sales coverage
Collaborate with the Commissions team to verify quotas are rolled out accurately and ongoing monitoring to manage quota change process throughout the year
Assist in Sales new hire process, driving quota issuing and systems set up to ensure all new starters are supported and effective upon joining the team
Support Sales leadership team in driving enablement activities and reporting on participation
Sales Operations experience from previous roles within the IT industry
Strong analytical skills and reporting experience, highly proficient with SFDC & business reporting tools
Understands Sales processes and key business drivers with track record of providing insights to senior Sales leaders
Collaborative and customer driven with track record of problem solving in cross-functional teams
Excellent communication and people engagement skills
Proactive with appetite to drill into areas and identify opportunities for action and improvement
High attention to accuracy and detail
Ability to manage and prioritise multiple deliverables and respond well to working under pressure
High degree of initiative & the ability to drive actionable recommendations for abstract ideas

203

Sales Operations Analyst Resume Examples & Samples

Produce monthly standardized management reporting packages on KPIs from a variety of dimensions and levels of aggregation. Maintain and update reports for personnel and organizational changes and CRM modifications
Provide a wide variety of ad hoc support for sales operations and sales management; include complex modeling and professionally packages presentations
Actively participate in strategic analysis with sales management, including making recommendations on improvements to business processes, sales productivity and revenue initiatives
Proactively data mine and provide analysis on sales activities, lead management, pipelines, forecast accuracy;etc. to provide sales management with insightful and actionable information
Assist in market potential analytics, territory and sales force sizing exercises, including the aggregation of data from a variety of disparate sources & systems into databases and models for data-driven decision making
Model and recommend various sales compensation plan changes, sales contests and performance metric modifications to ensure the sales activities and behaviors that most drive revenue generation are incentivized
Coordinate the development and enhancements to the CRM from a sales process perspective as well as data structure and quality design
2-5 years of financial analysis experience or equivalent postgraduate work
Strong knowledge of Excel and relational databases
Demonstrated quantitative modeling skills
Strong technical savvy with regard to data mining, modeling and manipulation
Experience presenting and working with senior management
Experience using a CRM, preferably Salesforce.com
Completion of coursework in Probability & Statistics, Linear Algebra, and Computer Programming

204

Sales Operations Analyst Resume Examples & Samples

Build and maintain critical reporting for Inside Sales. Including; Key Performance Indicator (KPI) trends, conversion rates, and ongoing Sales rankings
Maintain Salesforce.com order entry best practices to ensure compensation accuracy
Liaison between Sales, Sales Ops, CRM, Marketing, and Finance
Ensure all Inside Sales Representatives have access to the allocated Sales Tools and user guides
Analyze and develop recommendations for improving Sales Operational effectiveness including the use of Salesforce.com
Develop resolutions to complex problems that require frequent use of creativity

205

Sales Operations Analyst Resume Examples & Samples

Review and analyze current business procedures and provide recommendations on better business practices and future strategies
Drive adoption of SFDC and enhance current user experience
Ensure data quality in all SF reports
Research and analyze how Salesforce.com can help improve business processes and performance
Research and analyze data and produce value added reporting for senior management
Work closely with Sales, Production, and Billing to ensure contracts, billing setups, and production configurations are aligned to existing delivery and billing capabilities

206

Sales Operations Analyst Resume Examples & Samples

Annual Sales GTM - Territory Planning, Analysis and Implementation Including but not limited to the Americas Sales Organization Structure, Account Team Leads, Account Classifications, Global/Multi-National Account Designations to Host Theater, Rep to Account Assignments, Partner Rep to VAR Assignments, Commercial Rep to Geo Assignments and Understanding and Supporting New Business Requirements Related to the Annual Sales GTM Plan
Sales Employee Territory Set Up and Administration Including but not limited to Assignment Rules Creation and Administration, in Anaplan, for visibility to Sales Accounts, Sales Quotes and Order Assignment/Crediting; This also Includes Sales Rep Set Up in SFDC
Tracking, Analysis and Implementation of Americas Sales Territory Change Requests – Post Annual Sales GTM
Provide Operational Support Specific to Account Classification, Account Designation and Account Hierarchical Relationships Related to Juniper’s Customer Master Guidelines and Field Sales Territory Requirements
Tracking, Analysis and Resolution of Sales Achievement and Order Assignment/Crediting Issues Raised by Field Sales and/or Sales Finance for both POS and Non POS Transactional Data; This may also Include Providing Support to Solution and Resolve Exception Scenarios
Sales Help Desk Case Issue Creation, Escalation to IT, Analysis and Resolution
1-2 years acting in a Sales Operations/Sales Support Role related to Sales Systems Including both Direct and Indirect(Distribution) Sales Models
Strong Understanding and Experience in Sales Territory Assignment Rule Administration
Strong Understanding of Sales and Customer Account Hierarchies Including Ultimate Parent to Parent to Subsidiary Relationships; Knowledge and Experience using Tools such as Hoovers a plus
Experience Performing Administration of Sales Organization Structures Including but not limited to Positions, Divisions and Territories
Strong Data Analysis Skills using MS Excel including use of V Lookup Function and Pivot Tables
Salesforce.com Administration Experience a plus Including Forecast Hierarchy Administration, Sales Hierarchy Administration, Sharing Rules/Public Groups Administration Supporting Sales Data Visibility for Sales Users
SAP Experience a plus in the Areas of Territory Management, Customer Master and Order Assignment

207

Sales Operations Analyst Resume Examples & Samples

Project manage Proposal development (unsolicited and/or solicited Proposals) for the Global Solutions and Business Transformation (GSBT) organization
Work with Centers of Excellence (CoEs) teams and engineers to prepare / project manage multiple customer-ready Proposals in deadline-driven environment
Collaborate with various internal stakeholder groups; address and project manage any special requirements
Prepare initial assessment of the technical, financial, schedule or any other unusual risks associated with each Proposal
Research, draft, review, receive approval and publish unsolicited and/solicited Proposals for the GSBT organization
Document ‘Lessons Learned’ and update repository as needed; update processes to incorporate any modifications per Lessons Learned
Assess, catalog, and organize Proposal content by maintaining inventory log of all active, inactive, and end-of-life content housed on mobile applications and internal and external sites; conduct weekly review for any updated or outdated content
Synthesize technical language to create brand-compliant, high-level business language
Edit content written by others for content accuracy, formatting, legal, and brand-compliant styles
Maintain a build plan spreadsheet of team content to assign and track content development, receive project updates, and track all content on a six-month refresh cycle
Offer a la carte customization of Proposal content when applicable

208

Sales Operations Analyst Resume Examples & Samples

Sales Support – Support the High Tech, Life Sciences, Consumer Products, and Heavy Industries Sales Organization in terms of expense management, activity management, compensation disputes, headcount management, and special events planning. Develop and deliver weekly metrics and ad hoc reports to fuel the senior decision makers’ operational planning
Manage Quarterly Operational Processes – Ensure all monthly operational process commitments are achieved. Periodically review process goals and ensure current process is effective in enabling Sales or Sales Ops to meet these goals. Monthly Operational Processes include
BS/BA in Business, Accounting, Economics, Marketing or Finance and 3+ years of experience in Human Resources, Finance or Sales Operations
Excellent Analytical, Written, and Presentation Skills
Understanding of Budgeting and Forecasting

209

Sales Operations Analyst Resume Examples & Samples

Manage execution of the day-to-day sales operations for a defined Regional Sales team, including planning, tracking, analysis and reporting of business goals and initiatives
Actively drive sales governance and processes in addition to communications. Maintain policy items that require review and approval by bodies
Support and optimize sales processes, systems and tools usage to make the Sales Team more effective via successful implementation, coaching, tracking and management
Support the monitoring process of revenue recognition
Support the maintenance, handling and analysis of large sets of data within used system tools
May drive the execution of special initiatives and remedying plans including the integration of cross-functional teams to accomplish business objectives
Commercial education (HAK or similar)
Work experience in the area of sales operation and/or administration
Excellent German and English skills are essential
Very good IT skills (Excel, Access, Word, … )
Strong ability to logically analyze problems and develop solutions
Ability to create a culture of shared values throughout the company in which people work together towards common and mutually recognized objectives
Ability to learn in a fast paced environment
SAP or other ERP systems as well as Salesforce is advantageous

210

Sales Operations Analyst Resume Examples & Samples

Support or lead the definition, scoping, chartering efforts for sales process analysis/design projects related to process improvement initiatives for the Business Development and core Sales teams. This includes sales process modeling, documentation of the as-is and to-be operating processes as well as the execution of the to-be process during the implementation phase
Provide process and technology services which include research, analysis facilitation, process modeling, and sales process improvement techniques to propose and implement sales and technological solutions that meet strategic objectives. Provide and support periodic reporting to leadership on assigned project activities
Establish and maintain strong working relationships across business units and management to promote and continually broaden the level of business knowledge and the impact of quality/process improvement projects and programs. Participate in planning sessions with cross-functional leaders to improve sales processes and to prioritize and drive process re-engineering initiatives including process ownership and governance
Analyze processes, data sets, and controls to determine sub-optimal performance, communicate findings clearly and effectively and make recommendations for improvement. Identify root causes of problems and demonstrate the ability to develop and make recommendations for solutions to mitigate root cause
Manage the tools to support the sales process, pipeline growth and opportunity creation including Salesforce.com, SalesLoft, Highspot, LinkedIn, ZoomInfo and other sales acceleration technologies
Surface sales best practices and operationalize across the field to scale the business
Measure, report and analyze the effectiveness of sales enablement investments and fundamental sales pipeline metrics
Lead and/or facilitate all enablement & educational activities, including but not limited to: new hire training and on-boarding and bi-weekly and semi-annual all-sales meetings
Utilize the sales Opinion Leader group to focus on continuously improving knowledge transfer and identifying and fulfilling learning needs
Facilitate the process for providing content to respond to RFPs and RFIs
Bachelor’s degree; preferred in business, communications or related field
4-5 years of sales operations, account management, and/or prospecting experience for a complex sale
Demonstrated technical proficiency in CRM, Marketing Automation, Social Selling and Sales Acceleration tools such as Salesforce.com, Marketo, LinkedIn, ZoomInfo, SalesLoft, etc
Strong data analysis experience focused on key performance metrics including core business development activities (calls, emails, connects, appointments, leads, opportunities) and pipeline progression
Effective time management, organizational and multitasking skills with a strong attention to detail; ability to work within a fast paced environment

211

Sales Operations Analyst Resume Examples & Samples

Responsible for data quality and data accuracy across pole
Responsible for data analysis, data profiling, data modeling, and data mapping capabilities
Responsible for understanding end-to-end data flows and identifying data dependencies
Responsible for governing data access for all group's data assets
Responsible for solving data related issues and communicating resolutions
Data Collection, Identifying, analyzing & reporting, via Salesforce / Siebel reports & dashboards, MS Excel and Tableau
Responds to ad-hoc reporting requests (few examples: comparing pipeline data, data accuracy in analytics, etc) in a timely and accurate manner
Creates and maintains reporting dashboards & run standard automated reports in Salesforce / Siebel
Support Manual Order Loads from Share Point and Microsiga
Help the team with SIP vs HFM Reconciliation and Sales Leads Payouts
Demonstrated experience with Sales CRM (Siebel, Salesforce)
Knowledge of excel tool is a must (Intermediate to Expert level)
Ability to communicate at all levels with clarity, poise, maturity and precision both written and verbal
Minimum of 3 (three) years of experience preferably in sales enablement and operations
Experience in analyzing large datasets to make meaningful conclusions
Team spirited, self-motivated, Quick-learner, high-energy and initiative
Proven ability to quickly earn the trust of peers and key stakeholders

212

Sales Operations Analyst Resume Examples & Samples

Interacts with multiple internal and external customers
Establishes clear objectives and deliverables
Track progress, report status and make necessary changes to achieve all project goals

213

Sales Operations Analyst Resume Examples & Samples

Perform regular weekly, monthly and quarterly sales reporting
Perform deep dive analysis into sales and revenue
Work daily on Salesforce data hygiene and enrichment
Collaborate with Marketplace marketing team on all tele-qual, paid search, and other business development initiatives
Provide project management to support the Health Sales Operations Leader
At least three years of applied business analytical experience
Knowledge of the Health broker industry a plus
Sales force Administrator or Developer experience a plus
Knowledge of MS Office Tools (Excel, Access, PowerPoint)
Excellent interpersonal skills; strong oral and written communication skills
Ability to prioritize and handle multiple tasks in a demanding work environment
Ability to partner and lead teams to deliver project objectives; ability to work independently and on a team
Proven experience developing strategic data analyses and executive dashboards

214

Sales Operations Analyst Resume Examples & Samples

Track key performance metrics related to sales, service and vertical teams
Partner with the Incentive Compensation team and provide reconciliation related to specified team targets
Review territory and market results and make recommendations on sales and/or vertical resource alignment
Bachelor’s degree required; business or related field preferred
Proficiency in Microsoft Office Suite is required with emphasis on advanced Excel and PowerPoint skills
Experience with CRM database software preferred; SalesLogix a strong plus
Strong interpersonal skills and the ability to work both independently and within a team environment

215

Sales Operations Analyst Resume Examples & Samples

Operating cadence / Rhythm of business - Support Sales teams with planning and operational requests e.g. annual planning, monthly and quarterly business reviews
Lead the target setting process for the Sales Teams in the Region. Set appropriate KPIs and track performance
Business partnership with Sales Leaders and key XFN partners – Support sales leadership and partner with key XFN stakeholders on operational and strategic issues to optimize resources (opex and headcount) to drive revenue growth in focused markets
Business insights - Manage data pipelines and dashboards. Provide insights through revenue and product analysis. Identify key levers for driving revenue growth
Strategic projects and initiatives - Translate global initiatives to regional level and help drive corporate alignment. Develop projects at regional level that have potential to scale at a global level. Drive operational excellence in the Sales organization through process improvements
Bachelor's degree from a recognized institution
>4+ years work experience in a consulting firm, investment banking or private equity firm or a similar role in a tech company
Knowledge of online ad business is preferred
Strong communications and presentation skills especially with senior management
Strong project management and influencing skills, ability to lead and influence stakeholders at all levels of an organization
Ability to work independently and cross functionally (sales, finance, product marketing, business intelligence/IT, ads integrity) and manage multiple concurrent projects Advanced SQL and Excel skills
Strong knowledge Tableau will be preferred

216

Sales Operations Analyst Resume Examples & Samples

Understanding the holistic operations of a global sales organization, including internal processes, systems and overall objectives, and leveraging this knowledge to improve efficiencies and drive revenue attainment
Innovating, developing and maintaining reporting models and methods for assessing, analyzing and visualizing data
Preparing and delivering regional sales presentations for senior management on a weekly, monthly and quarterly basis, including: performance vs. budget, forecast, pipeline, trend analysis, etc
Managing ad hoc analysis requests from executive leadership to support strategic, data driven business decision-making
Partnering with cross-functional departments (including Info Sys, Marketing, Finance, Legal, etc.) to support the execution of sales and overall company-wide initiatives
Supporting Eze’s Salesforce.com sales cloud platform and driving workflow enhancements to yield increased efficiency and user experience
Managing multiple strategic projects simultaneously through requirement gathering, prioritization and communication of team needs, solution testing, and documentation and training for proper rollout and adoption
Working with large and complex data sets, while continuously monitoring quality to ensure its accuracy and completeness
Conducting market research and other special projects as required
2-3 years of relevant professional experience in a similar role or an equivalent combination of skills and knowledge
Outstanding interpersonal, verbal and written communication skills
Strong attention to detail and complex problem solving skills from an operational and analytical perspective
Capable of training new hires on the proper and most effective ways of using sales tools and processes
Strong proficiency in the use of Microsoft Excel and Microsoft Office tools
Proven ability to effectively self-start, multi-task, prioritize, follow through and meet tight deadlines
Ability to work independently as well as part of a team in a fast-paced, constantly evolving environment

217

Sales Operations Analyst Resume Examples & Samples

4-year degree, preferred
3-5+ years of experience supporting sales, preferably in the software industry
Good understanding of revenue recognition for software companies
An Excel power user with desire and ability to turn static data into dynamic applications and/or solutions
Management of business data including monitoring various analytics, mass transferring of data due to internal changes, uploading of data from various sources, use of third party tools to analyze and merge data
Administration of proactive sales outreach program as it relates to prioritization, assignment, follow up SLA, gathering talk tracks and templates etc
Strong attention to detail, quality, and accuracy
Proactive in problem solving with high level of critical thinking skills
Excellent interpersonal communication skills, both written and verbal with the ability to build strong professional relationships at all levels
Existing NetSuite product knowledge and hands on product experience a plus
Experience with business process design and development preferred

218

Sales Operations Analyst Resume Examples & Samples

Comply with all internal and external regulations regarding Environment, Health and Safety
Responsible for managing and coordinating the EMEA sales forecast
Prepare and update monthly, quarterly and annual forecasts on a weekly basis through close monitoring of sales activities and interactions with customers
To ensure full alignment across the Specialty Catalyst business, report/communicate regional requirements to the Global Demand Manager and Sales Operations Manager based in Columbia, MD
Work with Sales Managers and Marketing Managers to coordinate the bottom-up-build for the AOP and growth plan for EMEA
To prepare a weekly sales report for EMEA Specialty Catalysts
Coordinate EMEA sales managers forecast for input to the monthly demand triangulation meeting
Prepare reports in the mentioned sales area (business/sales development, customer-specific reports, sales reports)
Prepare reports and presentations on an as required basis by management, including the quarterly input to Works Council presentations
Prepare and analyze historical sales trends and customer operations to better understand and challenge sales managers on their sales forecast inputs
Work with sales team to identify opportunities and risks to the sales forecast and to help them develop action plans to deliver or mitigate as appropriate. To summarize and communicate the fence list as requested
Support the EMEA Specialty Catalyst Sales Team on Sales Reporting Tasks
Monitor logistics and sales processes for EMEA
Act as point-of-contact to answer sales related questions to functional departments such as Finance, Tax, EHS
To be the EMEA Specialty Catalysts Super-User for the Customers Relationship Management system (SalesForce.com)
Active point of contact for Sales LogixPreparing
Project work as required
Fluent in English spoken and written
Highly numerate with ability to summarize and report conclusions in a concise manner
Educated to degree level (minimum Bachelor level)
Experience of working in a multicultural environment in an international organization
Experienced user of IT applications such as SAP and its derivatives and MS Office (Excel, Word and PowerPoint)
Logical and flexible mindset, able to adapt to a changing environment
Efficient time management
Able to interact with a range of management levels both within Grace and with
Customers
Ability to work effectively in a matrixed team structure and maintain strong cross-functional and cross-team ties
Ability to lead or work in a team

219

Sales Operations Analyst Resume Examples & Samples

In collaboration with sales executives and sales operations, establish annual quota by commissionable employee based on HR data, comp plan design and the annual booking plan
Interact with field sales, regional finance managers, sales operations and HR to establish sales territories
Support the ongoing administration of incentive plans and provide guidance to commission transaction processing team
Maintain sales hierarchy for various sales elements including agents, customers, channels and quota splits
Throughout the year create new sales quotas and territories for new hires and/or changes within sales
Conduct regular audits of sales attainment and credit territories
Assist with systems administration and development in collaboration with IT
5+ years experience supporting Sales in a finance or accounting role
Aptitude to learn, work, trouble shoot issues, and multi-task in a fast paced, dynamic sales organization
Advanced Excel skills; experience with Callidus a plus
Ability to communicate complex information in a clear and concise manner

220

Sales Operations Analyst Resume Examples & Samples

Help determine product bag by position type; build and align sales territories and set and manage quotas for LSG in North America
Assist in continuing effort to document entire process plan and guidelines for territory alignment and quota setting process for North America. Drive standardization and consistency for all regions
Management of all necessary workflows to address existing requirements, manage timelines, effectively communicate across all teams, and address opportunities for improvements
Create the necessary infrastructure and processes to manage testing/evaluation functions for quality assurance
Will assist project leader to build and manage project timelines and communication plans for key stakeholders including executives for all global processes
Successfully influence, interact and manage internal and external partners/stakeholders
Assist the Americas Compensation Team with manual mapping of account/product revenue to the selling teams
Manual adjustment and revenue reconciliation as the Americas Compensation Team require
Bachelor’s degree, preferably in Finance, Business Administration, Marketing, or Communications required
3-5 years of sales operations or financial analysis required
Strong Excel & PowerPoint skills required
Strong knowledge of Corporate Operations, Research and Product offerings, Finance, Compensation, Commercial Sales Alignment, IT/CRM processes, etc
Strong communication and organizational skills with the ability to interact effectively both individually and as part of a team
Maintain professional composure in a dynamic work environment
CRM & MS Access experience preferred

221

Sales Operations Analyst Resume Examples & Samples

Implement and improve tools, systems, and processes to administer sales incentive compensation plans, ensure payment accuracy, and safeguard sales comp policies
Process routine audit checks and improve processes to ensure compliance with SOX controls and multiple audit requirements
Assist in designing and implementing spiff reward programs to drive desired sales behavior
Provide analytical support to the manager to support in developing sales incentive compensation expense forecast and ensure accrual accuracy
Generate analysis and reporting to accurately report on sales performance and to plan effectiveness
Focus on process documentation and continuous improvement especially around minimizing the year-end rush
5-10 years of Finance Analytics and Compensation Experience may be considered in lieu of Bachelor’s degree, preferably in Finance, Business Administration, Marketing, or Communications
1-2 years of incentive compensation or related payroll experience required and 3-5 years of Finance and/or Accounting experience
Strong Excel & PowerPoint skills
Cognos Data Cube experience
Sales incentive solution implementation experience
Cognos proficiency
Demonstrated proficiency in performance measurement tools and technology

222

Sales Operations Analyst Resume Examples & Samples

Main POC for manual mapping of account/product revenue to the selling teams
Strong understanding of Quote-to-Cash cycle and the role mapping plays
Ability to assess process deficiencies/single points of failure and recommend solutions
Assist in continuing the effort to document the entire process. Drive standardization and consistency for all regions
Ability to identify obstacles and challenges and drive for their resolution in a timely manner
Candidate must have a strong sense of how to prioritize major vs. minor issues and how much time to allocate to issues based on potential risk and their overall impact on the business
Strong understanding of various selling channels and processes
Bachelor’s degree, preferably in Finance, Business Administration, Marketing, or Communications
3-5 years of sales operations and financial analysis

223

Sales Operations Analyst Resume Examples & Samples

Creating New Opportunities
Creating New Non Configurable Quote
Managing Existing Quotes
Creating New Accounts Approved by Mgmt in the Sales Tools, liaise with CRM team to have account assigned to correct sales account manager
Regular running of SFDC reports
SFDC opportunity clean up by following up with sales to get open cases closed
Good communication skills and an eye for accuracy and detail
Be able to work under pressure, prioritizing the workload
Must have the experience and capability to manage high number of transactions in a CRM tool within defined time frames
2 plus years’ experience in a Sales Operation role
Must have the ability to work autonomously and be self-motivated but still being part of a team
Experience of Siebel 7.5 or 8 and SFDC would be beneficial but not necessary as training will be given

224

Sales Operations Analyst Resume Examples & Samples

Ensuring SB&D Operations are aligned with Customer’s Requirements and meet the requirements of SBD Corporate Compliance and U.S. Export regulations
Manage all aspects of assigned export / affiliate sales order maintenance
Contribute to Key Channel Initiatives

225

Sales Operations Analyst Resume Examples & Samples

Strong data analysis and management skills (intermediate to advanced MS excel; intermediate to advanced OLAP)
Strong experience utilizing enterprise-class CRM, ERP and Business Intelligence solutions in a sales or marketing related role
Strong familiarity with enterprise-class IT change management processes, including functional requirements documentation
Strong experience developing Sales-related reporting, analysis and compensation systems
Graduate degree in engineering, commerce, economics, business administration or a related field
Experience in customer-facing roles in Sales or Marketing

226

Sales Operations Analyst Resume Examples & Samples

Collect, analyze and present data to support and enhance decision-making
Interact productively with a variety of departments, including sales, operations, Marketing & Finance
Participate with CSOPs and IT teams to promote enhancements in Salesforce from idea to sandbox through production release, following best practices for specifying requirements, testing and validation
Minimum of 2-5 years of experience within a sales/operations analysis role

227

Sales Operations Analyst Resume Examples & Samples

Minimum 2 years’ experience required
Proficient in Microsoft Office (Word, PowerPoint) with advanced Excel skills
Experience in sales operations a plus
Solid understanding of sales analytics, including reporting on territory and pipeline, forecasting, and data quality metrics
Excellent problem solving and analytical skills combined with a strong business and technical acumen
Excellent organizational and prioritization skills; detail and task oriented
Effective communications with all levels within an organization
Demonstrated strengths in accuracy and attention to detail

228

Sales Operations Analyst Resume Examples & Samples

Advanced knowledge and experience of Salesforce.com
Strong Program and Project Management skills
Metrics/Reporting/Modeling experience around Subscription Based Businesses
Integrity and intellectual curiosity
Analytical thinker and problem solver
Self-motivated, takes clear ownership and initiative, and knows when to seek guidance
Effective collaborator and influencer with proven process improvement skills
Excellent verbal, presentation and written communication skills
Ability to understand technologies and apply those concepts to customer needs
2-3 Years of work related analytical experience
BA/BS or equivalent degree required

229

Sales Operations Analyst Resume Examples & Samples

Manage all customer purchase orders to ensure on time delivery and order to cash cycle time reduction
Unit Fill Rate Tracking, Management, and Continuous Improvement
Backorder Expediting, Tracking, Management, Age and Volume reduction
Primary supply chain contact for customer purchasing teams and responsible for excellence in supplier scorecards
Maintain customer accounts and item set ups in SAP system
Work with business system teams to maintain and improve EDI and SAP order flow timing and accuracy
Consistent input and feedback to demand and supply planning teams
Assist in planning and execution of new product introductions and promotions
Leading Supply Chain improvement and productivity projects
Daily teamwork with distribution to assist with capacity and transportation planning and communicate customer delivery requirements for multiple DCs and shipments, and drop shipments
Developing reporting tools to streamline day to day work, open order analytics, and communicate KPI metric performance vs. goals
Synthesize findings from analysis and draw conclusions and follow through action plans
Performing detail oriented tasks and comprehensive data analysis
Interpreting forecasting, purchasing and supply chain functions and best practices
Communicate and align across different business functions and levels
BS/BA Undergraduate Degree - Business, Logistics or Operations a plus
Supply chain, customer service or distribution experience preferred
APICS CPIM Certification highly desirable

230

Sales Operations Analyst Resume Examples & Samples

Creating reports and dashboards for tracking purposes
Writing and recording education materials for internal customer training
Being part of the Tier 1 staff to train the Sales Operations and Marketing Employees and to assist Account Managers

231

Sales Operations Analyst Resume Examples & Samples

Evaluate and document business process efficiency
Manage and report on sales team performance metrics
Manage a series of team-wide projects and initiatives designed to grow business throughout the region
Define key measurements of product and business initiatives and track performance
Provide market level data analysis
Query SQL database to build sales specific reports
Create Reports and Dashboards
Compile insights about suppliers, customers and the market
Convey data and insights to the business in a clear and understandable format
Help build product and business strategy
Drive a data-driven culture
3-5 years of experience in statistical analysis, data science, or comparable analytics positions
Exposure to a commercial environment
Proficient in SQL
Knowledge of data visualization tools such as Tableau
Passion in behaviour science and business intelligence
Logical thinking, data driven, strong number sense
Ability to work autonomously and be hands on

232

Sales Operations Analyst Resume Examples & Samples

Ensure all credit adjustments are issued timely and accurately based on requirements
Manage and process distributor resubmits within division policy
Identify process improvement opportunities and communicate to Sales Operations Supervisor
Communicate and work with assigned distributors to resolve disputed claims
Manage and monitor assigned metrics monthly
Bachelor’s degree or higher from an accredited university
Minimum of two (2) combined years of experience as an Analyst working in chargebacks, pricing, contracts and/or finance
Minimum of two (2) years of experience with Microsoft Excel, pivot tables, and formulas
Minimum of one (1) year of experience within a Business Services is preferred
Knowledge of POSE application and MS Excel is desired

233

Sales Operations Analyst Resume Examples & Samples

30% - Conduct and share regular business analysis and business intelligence for an assigned segment(s) of Cargill Foodservice to drive growth and results across Cargill Foodservice, as well as targeted product lines and business units in alignment with our annual operating plan. This includes using a forward-thinking approach to enable our team to take advantage of key opportunities being tracked through our Salesforce contract reporting tools
30% - Provide account support for specified Cargill Foodservice accounts through effective business relationship coordination, including customer trouble-shooting and problem resolution, category management support, broker training, strategic planning, and coordination of annual operating plan process
25% - Enable sales team members with dedicated support, business insights, and training specific to Salesforce.com including account plans, opportunity and pipeline management, market share research, and meeting report analysis
Strong quantitative and qualitative analytical abilities
3+ years in a business analyst or similar role
1+ years’ experience in Salesforce
High level of proficiency using Microsoft Excel (Pivot Tables, Advanced Formulas, Visualizations, Scorecards)
Excellent communication (oral and written), organizational and interpersonal skills
Ability to assume responsibility and work independently
Ability to facilitate cross-functional teams
High mental agility, and ability to manage ambiguity
FoodService industry experience
2+ years of project coordination experience
Project management training or certification

234

Sales Operations Analyst Resume Examples & Samples

Manage the production of analytics, reporting and providing the operational analysis on a monthly basis. Combine and analyze internal and external data and reports from SFDC to drive the adoption within the Emerging Markets region
Responsibility for maintaining the underlying tables/queries which produce the Analytics and ensuring data consistency and reliability
Creation of new Analytics utilizing Tableau and automating this process. Develop new reports/analytics and dashboards to analyze and improve the Sales force effectiveness
Work closely with the ICM and SFDC admin team in Prague in order to have an accurate Sales Force Hierarchy and customer database in Varicent
Coordinate the collection of the Sales team quotas and working with the Sales Incentives team to ensure timely and accurate upload
Assist the Sales Ops Management to drive change initiatives, fostering employee involvement to enhance teamwork and accountability
Work very closely with the other functions within the Sales Ops department (CRM and Pricing teams), the regional Marketing team and the IS Department

235

Sales Operations Analyst Resume Examples & Samples

Analyze sales, usage and industry data to provide business insights
Manage portfolio of sales reports for sales management and executive level
Assist in the development of sales analytics tools that aid in the tracking of the basics of our business (total addressable market, product line profitability and market segment profitability)
Support initiatives to gather and report on sales metrics
Bachelor's degree in engineering, mathematics, chemistry, physics, or business required. Chemical or Mechanical Engineering degree is a plus
Microsoft Excel and Access expertise with experience in creating and using Pivot tables
The candidate should have a professional presence and demeanor
Strong written, presentation and oral communication skills are imperative

236

Sales Operations Analyst Resume Examples & Samples

Assist with the preparation of sales proposals, RFP’s, RFI’s, and other client deliverables
Responsible for maintaining client databases including contract management, and confidentiality agreements
Provide quality and efficient customer service to internal and external clients through the daily management of multiple client projects
Provide continual evaluation of processes and procedures. Responsible for suggesting methods to improve items such as sales processes, marketing campaigns and service to both internal and external customers
Track weekly sales activity and pipeline information and analyze for and report to sales management, trends and potential training and coaching opportunities for the team
Maintain the SFDC client database to accurately reflect current customers
Provide regular progress reports to designated direct report
Maintain data for commission reports, oversee reconciliation of bookings data, and coordinate with Finance to create quarterly statements, distribute, and manage communication surrounding
Proficient in the use of Word, Excel, PowerPoint, Outlook

237

Sales Operations Analyst Resume Examples & Samples

Support Sales teams with different planning and operational asks
Lead statistical analysis on product performance to drive insights
Collaborate with Sales and Marketing teams to define key performance indicators, and identify trends and opportunities
Manage portfolio of sales reports for the various business units and Executives
Develop forecasts and analytical models to determine conversions and ROI
Bachelor’s degree in Finance, Economics, Management or related field
Minimum 2+ years of related experience in Sales Operations, Business Analysis or a Financial Analyst role
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
Advanced MS Excel skills
Experience utilizing business intelligence systems (Microstrategies) and CRM applications
Ability to partner, collaborate, and influence across a wide spectrum of functions that are part of the business planning process
Excellent communication skills with the ability to distill complex issues into structured frameworks and concrete action plans

238

Sales Operations Analyst Resume Examples & Samples

Performance Reporting – publishing weekly, monthly, and quarterly annuity reports for management and sales teams to ensure line of sight into performance related issues. Responsible for timely dashboard reports for Regional Directors, Account Development Managers, and the annuity management team
Performance Trend analysis – Develop key indicators on wholesaler business trends in activity and sales to maximize performance management effectiveness. Responsible for capturing actionable correction plans and communication to accountable parties on identification items, progress, and results
Annuity Territory Management– Responsible for maintaining current annuity territory management. This includes making territory alignment changes as necessary, troubleshooting advisor assignment as it relates to assignment errors, and being the Microsoft Dynamics liaison between Annuity Sales Distribution and Business Intelligence. Includes territory information sharing, maps, and contact sheets
Must have 5-7 years of experience in reporting and analysis
Experience with self-service data aggregators (e.g. cube, Tableau, etc…)
Demonstrated understanding of regression, segmentation, clustering, and other advanced statistical analysis techniques
Experience with translating business requirements into conceptual, logical, and physical models
Ability to interactive effectively and sensitively with a wide variety of personalities and positions, including senior management
Must possess attention to detail and strong work ethic

239

Sales Operations Analyst Resume Examples & Samples

Create meaningful sales and sales performance reports using excel or other reporting packages
Able to capture and interpret data and possess superior excel skills
Utilize Salesforce.com successfully
Create internal sales communications
Able to successfully and efficiently work across various operation divisions
Able to coordinate the work product of other departments, finance and marketing in particular, in a cooperative and team like manner
Exhibit superior skills that demonstrate an attention to detail, proactive behavior and deadline oriented
Understanding of sales, sales reporting and commissions
Familiar with a variety of the field's concepts, practices, and procedures
How to improve information flow, format and understandability
A wide degree of creativity and latitude is expected; relies on experience and judgment to plan and accomplish goals
MS Office suite (excel, PowerPoint, word)
Minimum 5 years work experience
Minimum 2 years sales team reporting or interaction

240

Sales Operations Analyst Resume Examples & Samples

Act as business owner and project manager for all aspects of incentive compensation and field reporting related to incentive compensation
Ensure all IC programs are conducted in a compliant fashion and are aligned with the needs of the sales organization and overall corporate direction/strategy/goals
Partner with sales leadership, the internal sales operation team, and vendors to facilitate the design and administration of incentive compensation plans for the Franchise(s) sales team(s)
Work in conjunction with sales leadership and other internal groups (finance and HR) to assist in incentive plan and tracking analyses; perform quality control to maintain high levels of quality, accuracy, and process consistency
Develop and maintain necessary IC documentation including scope documents
Work independently to process information and data to create reports on activities, trends, and projections regarding incentive plan performance
Train sales representatives, managers, and clients on Franchise(s) Incentive plans
Meet with Sales Management and Clients to establish, monitor and review performance
Other projects as deemed necessary by Management
Bachelor’s degree and 3-6 years of related professional experience
Detail oriented, strong problem solving skills and high sense of urgency
Experience in the pharmaceutical or biotechnology industry
Considers and addresses business and development needs both locally and globally

241

Sales Operations Analyst Resume Examples & Samples

Assume ownership of the CRM system (Salesforce.com) at Prophix and ensure its capabilities are fully leveraged to drive world-class sales processes
Design, document, build, test and deploy enhancements to Salesforce
Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security) in Salesforce
Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes in Salesforce
Research changes in upcoming versions of Salesforce and other integrated applications; provide recommendations when necessary to enhance efficiency and productivity
Develop a plan for the structure of the prospect database to support sales and marketing activities/reporting and enable growth
Oversee and manage other marketing/sales tools such as LeadLander, GoTo, LinkedIn, and other custom sales support applications
Provide end user support for day-to-day CRM system maintenance
Diagnose and solve technical problems
Develop and produce dashboards to provide visibility across sales activities
Work closely with members of the marketing team to provide analysis on marketing campaign effectiveness as marketing leads flow into the sales funnel
Design and deliver high-quality, professional business reports and dashboards at appropriate levels across the organization
Perform ad hoc analyses and data investigation/discovery to identify and/or explain business and sales trends or anomalies
Develop, update and deliver process documentation when applicable so that it can be communicated and shared across the organization
Monitor system activity to ensure processes are being followed by all users
Contribute on the technical side of business projects and create solutions to meet challenges (including performing detailed analysis of technical and business requirements)
Work closely with Marketing Operations and the Marketing Automation system regarding processes required to run an effective and efficient marketing and sales organization
2+ years in-depth Sales Operations experience with Salesforce.com administration or implementation
Experience with Eloqua and/or other Marketing Automation platforms would be considered an asset
Must have some data analysis skills
Intermediate knowledge of Excel is required
Direct experience and understanding of working with data cleansing and reporting tools

242

Sales Operations Analyst Resume Examples & Samples

Develop and maintain a holistic understanding of Symantec products, market and business environment
Gain expertise in Symantec internal systems and reporting that supports the License Compliance process (e.g., Install Base Reporting, Sales Force, etc.)
Manage team updates to Salesforce for engagement tracking and forecasting
B.A. or B.S., preferred in Finance, Law, Accounting, Economics, Computer Science, or Management Information Systems
Prior experience in the field of license compliance or a related field such as Sales, Operations, Finance, etc
Strong organizational and project management techniques
Proficient in Salesforce, Oracle Excel, PowerPoint and Word
Ability to complete assignments efficiently with a high degree of accountability
Exceptional communication capabilities, both written and verbal
Unquestionable ethics, integrity and business judgment
Ability to work flexible hours to accommodate Europe and North American time zones

243

Sales Operations Analyst Resume Examples & Samples

Create and maintain standardized and centrally managed sales performance reports for EMEA
Provide the ongoing support and training to sales teams to ensure the efficient adoption of KPIs reporting
Provide analytical insight on sales performance to identify root causes and influence the direction of sales strategy and priorities
Partner with cross functional teams to define, develop and maintain financial and non- financial KPIs
Support the EMEA and Local Sales Operations Teams with various projects and evaluate the impact on the business
Proactively identify gaps and errors in data and reporting and work towards improving those areas
2-4 years of work experience with a business analytical focus - particularly focusing on sales performance/ customer acquisition etc
Advanced knowledge of SQL with strong analytical skills
Experience with Salesforce.com and Tableau preferred
Experience working commercially with sales teams
High attention to detail and strong organizational skills
Self-motivated team player who can succeed in a dynamic fast paced work environment
Bachelors and/or Master’s from a top-tier University
Fluent in English. Fluency in other languages is a plus

244

Division Sales & Operations Analyst Resume Examples & Samples

Track and analyze key metrics – pipeline growth, save store reports, KPI attainment
Collect, consolidate and generate weekly data (weekly and monthly) and roll up each week’s numbers to Sales Management
Compile key pieces of information related to performance against sales objectives to be reviewed by Management and report approved plans to Division Vice Presidents (DVP) for processing
Develop presentations that support sales, save store activities and achievements
Reporting and analysis for the Division Vice Presidents, including: executive reporting of sales and marketing results, key metrics and KPIs, campaign tracking and analysis, and ad hoc strategic analysis
Implements and manages reports and dashboards ensuring all DVPs and leaders have access to key data required to successfully manage the business
Monitors the accuracy and efficient distribution of sales reports recommending revisions to existing reports, or assisting in the development of new reporting tools as needed
Clearly understands income statements, balance sheet management, and cash flow
Extensive data analysis experience related to customer relationship management
Proficient in MS Office applications including Excel, Word, PowerPoint, and Project

245

Sales Operations Analyst Resume Examples & Samples

Ticketing System
Process Implementation
Deal Review
Software industry experience required (1-2 years)
Sales Operations experience preferred (1-2 years)
A successful candidate must be able to work under limited technical supervision
Must be able to speak and write English fluently
Proficiency in Microsoft Excel, Word, and PowerPoint
Ability to spend periods of time ‘self-managing’ and able to react to fast changing circumstances
Adaptability to multiple demands, and the ability to work with people from different departments is essential
Self-starter and detail oriented
Quick learner and adaptable
Strong analytical problem solving and decision making skills
Strong time management, organization, and prioritization skills
Strong desire to undertake ongoing professional study and training
Must work well with others
Must be able to work as part of a team and as an individual contributor in a matrix organization
Must be able to direct the activities of others without immediate control or authority
Must be a strong verbal and written communicator
Must be comfortable presenting to and interacting with company executive leadership

246

Sales Operations Analyst Resume Examples & Samples

Serve as a partner for a Divisional Sales team, working across sales and internal cross functional teams, anticipating challenges and presenting solutions to support Acxiom’s business objectives
Drive planning activities and implement improvement initiatives to optimize results and improve efficiency
Produce and analyze tactical sales force productivity measurement activities
Analyze sales trends and performance, develop and produce performance metrics dashboards and operational packages in an effort to identify areas of improvements and drive resolution
Participate in the development, implementation and automation of critical business processes and tools used to track sales process, forecasting, pipeline management and performance
Optimize customer/account targeting and ensure alignment of territories to maximize effectiveness of the sales force
Own SFDC for the Marketing Services division including providing basic SFDC administrative support, assisting with development, testing and sign-off for new processes
Utilize SFDC applications and software to enhance SFDC data insights
Drive decisions related to attainment of sales compensation on defined pay for performance payout frequencies

247

Sales Operations Analyst Resume Examples & Samples

2017 is a very exciting year for the team. There are ample strategic and operational improvements being deployed globally to improve efficiency, focus sales efforts, measure successes and, ultimately, drive revenue growth. A key and vital area to be improved is the reporting capability of the wider sales function. We are looking for an analytical all-star to take ownership of the data that influences our planning and measurement of success
Manage and own Global Sales Reporting
Develop and manage both regular and ad hoc reports to fuel the senior decision making and operational planning, including maintenance of the Global Sales Reporting dashboard, revenue and compensation analysis
Provide thought leadership, business analysis and real-time execution on mission-critical initiatives alongside Sales Leadership
Quarterly Operational Processes
Ensure all monthly operational process commitments are achieved by regional MDs Globally
Play an active role in quarter-close activities such as revenue allocations, sales headcount and target changes, revenue reviews, board presentations, gap analysis, pipeline tracking, Quarterly and Annual Commission Calculations
Territory Optimization
Working with Sales Management to understand current Sales Coverage
Using Territory Planning tools to create balanced and optimized Territories
Ensure new territories accurately interface with Quota setting
Constantly working towards improving Territory Planning Processes
Collect, organize, assimilate, and analyze information from various departments enabling the SVP of Revenue Operations to make key decisions
Preparation of specific executive content for regular meetings to cover critical business functions such as company progress against revenue organization goals, strategy, performance, feedback and communications
BS/BA in Business, Accounting, Economics, Marketing or Finance and 3+ years of experience in Sales Operations or Finance
Excellent analytical and communication skills with the ability to communicate with employee and customers at all levels
Strong Excel modeling skills
(Desirable) Experience with Salesforce, Anaplan and Looker platforms

248

Sales Operations Analyst Resume Examples & Samples

Contract management
BA/ BS required
2+ years professional experience focused on project management, customer service, and/or writing
Contract management experience preferred
Exhibit proficiency when using Word and Excel

249

Sales Operations Analyst Resume Examples & Samples

Supports BU/project budgeting, planning, and analysis activities for sales operations
Supports stakeholder’s review of capital expenditures and analyzes sales-related expenses associated with such things as the order pipeline, bookings, revenue forecasting, revenue reporting, sales productivity and goal attainment
Supports variance analysis for expenses and budgets
Supports evaluation pricing structures to ensure fit with company objectives
Maintains sales force automation systems, product/service costing models, and margin management tools/systems to effectively monitor and manage revenue/expenses, and opportunity /records
Provides first level site assessments
Operates market research and provides competitive intel and analysis, interfaces with public agencies in preparation to or post RFP and for PRR documents gathering
Forms excellent working relationships with other Systems departments, including Projects, Engineering, Demand Planning and Finance, to promptly and efficiently drive proposals through the design and approval process
Performs other functions as may be assigned by the supervisor
Complies at all times the Environment, Health and Safety and Manufacturing Quality standards, rules and regulations

250

Sales Operations Analyst Resume Examples & Samples

Creating and completing Oracle Quotes for license orders
Acting as liaison with Order Operations to execute shipment of software to clients
Maintaining file folders for signed license agreements
Coordinating paperwork between customer and corporate (signed/faxed agreements, originals, countersigned, P.O.’s)
Assisting with customer correspondence
Salesforce support
3-5 years of experience in sales operations (preferably in a software sales environment)
Bachelor’s degree required. Advance degree in related field highly desirable
Exceptional analytical and communication skills
Salesforce CRM Experience Required
Exceptional reporting capabilities
Highly capable in the MS office suite including MS Excel, PowerPoint and Word

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