Analyst, Sales Operations Job Description

Analyst, Sales Operations Job Description

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Analyst, sales operations provides product and administration for business intelligence software environments - SAP Business Objects, Microsoft Power BI, Qlikview, Tableau.

Analyst, Sales Operations Duties & Responsibilities

To write an effective analyst, sales operations job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, sales operations job description templates that you can modify and use.

Sample responsibilities for this position include:

Collects and analyzes data from multiple databases including Microsoft Excel, SQL and Salesforce.com and additional sources to evaluate current and historical trends daily
Maintains day to day sales forecast data accuracy in SAP
Communicate sales needs back to business leaders and product team
Support time sensitive software delivery process
Work with a corporate team to ensure alignment
Work as liaison between sales, legal, and Order Management team to ensure deals are booked correctly and reconcile actual bookings with expected on an ongoing basis for accuracy
Work with global commission team to set up goal sheets each year and validate monthly commission credits
Generate variety of reports and provide statistics and regular reporting at salesperson, sales segment and regional levels
Generate management dashboards/QBR decks as required
Actively monitor key performance indicators and ensures field force effectiveness

Analyst, Sales Operations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst, Sales Operations

List any licenses or certifications required by the position: APICS, SFDC, CRM, ADM, CPIM, AOR, LEAN, SQL, CPSM, CSCMP

Education for Analyst, Sales Operations

Typically a job would require a certain level of education.

Employers hiring for the analyst, sales operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Business/Administration, Marketing, Accounting, Economics, Computer Science, Education, MBA, Statistics

Skills for Analyst, Sales Operations

Desired skills for analyst, sales operations include:

Excel
Microsoft SQL Server suite
Power bi
Tableau for visual analytics
Microsoft Office suite
SQL
SAP
Corporate business strategy
Market and industry trends
Microsoft Office products

Desired experience for analyst, sales operations includes:

Work closely with field sales and marketing management, executes the review, analysis, and evaluation of sales promotional efforts
Develop processes to enhance field force productivity
Be an integral partner of the sales and marketing team to support, challenge and validate strategic and tactics initiatives
Drive compliance with sales operations processes and tools
Develop, implement and maintain a comprehensive performance management dashboard across BUs and geographies both at individual and team levels, including sales targets achievement and other critical KPIs
Work with cross-functional teams to develop and implement an integrated analytics plan that will align availability of key data to the business planning process (e.g., forecasting, strategic planning, tactical planning)

Analyst, Sales Operations Examples

1

Analyst, Sales Operations Job Description

Job Description Example
Our growing company is looking to fill the role of analyst, sales operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, sales operations
  • Working closely with sales and marketing to provide forward thinking, and ongoing insight based on market dynamics
  • Planning and delivery of several high impact projects including CRM, MDM, BI
  • Providing excellent project management services
  • Provide comprehensive data & market analysis to ITO and ABS sales leadership in Funnel, Forecast, Finance and Sales Metrics domains to support sales decision making
  • Provide recommendations for improvement / change to key stakeholders, based upon analysis
  • Develop and evolve key metrics
  • Build a customer-focused culture at the heart of sales operations to better support the sales management community in EMEA
  • Deploy standardised sales processes and high quality management information across EMEA to improve sales management effectiveness
  • Provide scalable resilience and flexibility as part of our sales operations model in support of changing business requirements
  • Participate in best practices with regards to system maintenance, configuration, development, testing, data integrity
Qualifications for analyst, sales operations
  • Developing, maintaining, and enhancing team scorecard and KPIs
  • 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
  • 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
  • Owning end to end billing process, and when necessary, act as team point person for all internal and external billing conversations
  • Bachelor’s degree in a technical field (Finance, Economics, Business, Engineering, MIS, Computer Science or related field)· Excellent organizational, communication, interpersonal and teamwork skills· Intermediate to Advanced understanding of Microsoft Office
  • Working to ensure the system of record for opportunities, Salesforce.com, accurately reflects each specialist groups forecast
2

Analyst, Sales Operations Job Description

Job Description Example
Our company is growing rapidly and is looking for an analyst, sales operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, sales operations
  • Supports aspects of the sales process from initial contact, proposal development, contract negotiation and follow up to support the Sales team
  • Acts as a backup in for the North American sales division with annual budget, monthly forecasts, and long term strategic plans
  • You thrive in a team environment, are self-motivated, but can also be extremely detailed oriented
  • Minimum 2 years of demonstrated ability to define, refine and implement sales processes, procedures and policies
  • Demonstrated ability to synthesize information into actionable insights and contribution to both creating and executing business strategies
  • Smart, ethical, friendly, hard-working and proactive
  • Works cross-functionally with global sales and business organization to complete key reporting and analysis duties related to pricing trends, customer profitability, and other pricing related metrics
  • Analyzes effect of changes in pricing structure, such as list price and discount level changes, and communicates impact on past and future profitability
  • Develops and communicates reports to assist with the development of effective pricing and sales channel strategies
  • Prepares and analyzes consolidated review of sales operations performance metrics
Qualifications for analyst, sales operations
  • Global sales knowledge is highly desirable
  • Experience in international standards to document, monitor and control and auditing
  • Understanding on how to create workflow and process
  • Ability to work independently and provide independent, accurate results
  • Self-motivation, logical and methodical nature, and ability to think and react quickly required
  • Degree/Diploma in Business Administration or related field
3

Analyst, Sales Operations Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of analyst, sales operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, sales operations
  • Defining and driving processes for maintaining data quality metrics
  • Validating existing sales processes and procedures to ensure integrity and client satisfaction
  • Identifying opportunities for increased profitability or efficiency within the business, recommending improvements to management
  • Analysis of business requirements to provide the appropriate BI solution via best medium
  • Automation of data management and introduction of new BI systems, bespoke reports and business process improvements
  • Participation in high priority projects including, territory alignment, design & rollout of sales optimisation tools
  • Ownership of Siebel territory alignment process
  • Partner closely with EMEA sales leadership on revenue generating analytic initiatives
  • Analyse KPI and metrics to identify trends and data-driven insights
  • Assists sales management with specific report and dashboard requests to support strategic and tactical objectives
Qualifications for analyst, sales operations
  • 1 to 3 Years’ Experience with Salesforce.com
  • Strong knowledge of the computer Microsoft Office application expertise
  • Advance level usage of Salesforce.com
  • Highly skilled in strategic data interpretation and visual representation
  • Outstanding organizational, time management and interpersonal skills in managing workload and internal customer expectations
  • Ability to motivate the team to work efficiently together and acknowledges each team member’s contributions while celebrating team success
4

Analyst, Sales Operations Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of analyst, sales operations. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, sales operations
  • Performs modeling, analyzing and administering Sales territory assignments
  • 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
  • Lead weekly customer planning calls between customer, sales team and planning/forecasting teams.Follow-up on recaps, key forecast changes, product availability timelines
  • Understand financial reports including but not limited to Sniper Reports, Quarter over Quarter, Sales vs
  • Maintain current and accurate records in systems
  • Streamline processes, implement and develops best practices through utilization of business intelligence and business acumen
  • Participates in and drives strategic discussions around business activities
  • Manage and maintain current reports, dashboards, email templates
  • Support Sales management by preparing data for presentations and status reports from all Major regions in EMEA
  • Transform raw data into meaningful and useful information to reveal operational and performance insights, and to enable effective strategic and tactical decision making
Qualifications for analyst, sales operations
  • Bachelor’s Degree (or equivalent) in Finance, Marketing or a business related field
  • Possession of a Bachelor’s degree
  • Knowledge and experience with Salesforce.com is a plus
  • Bachelor's Degree in Finance, Accounting, Information Management, Computer Science or related field, OR, if no degree, 2 years of experience in data analysis and reporting
  • Assist in producing a consistent reporting dashboards, including gathering information from various sources and presenting a conjoined view
  • Assist in enhancing CRM compliance dashboards to further improve the hygiene of all CRM data
5

Analyst, Sales Operations Job Description

Job Description Example
Our innovative and growing company is looking for an analyst, sales operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, sales operations
  • Develop and maintain tools for monitoring and/or improving compliance
  • Gathering understanding of information and reporting that would allow for better action throughout our sales teams
  • Develop a more KPI based sales reporting portfolio for our sales teams and execute on the creation and maintenance of those metrics
  • Develop communications & training plan to drive adoption and understanding of our analytical tools to our sales teams
  • Work with our IT partners to help insure the best transition of our reporting platforms pre to post system transformations
  • Also work with the IT team in defining necessary data attributes to insure reporting continuity allow for net new reporting capabilities that our current systems do not currently allow for
  • Establish a better structure and process to help us deliver our reporting analytics to our sales teams
  • Provide better holistic visibility to our sales pipeline forecast calls in an automated and repeatable way
  • Manage the sales forecast and review as part of the Mosaic Business Planning Process for North America & International Sales Leaders
  • Review, analyze and track annual sales volume & margin goals to manage sales metrics and the sales incentive program
Qualifications for analyst, sales operations
  • Advance proficiency using Salesforce technologies and software platforms
  • Ability to drive strategic direction through insightful analysis
  • Drive for results and strong sense of urgency
  • Detail-oriented with the ability to rapidly learn and take advantage of new concepts, business models and technologies
  • Ability to identify issues/opportunities and recommend solutions, ideas and more efficient approaches
  • 1-2+ years of analytical experience in a sales, sales operations, business operations, or supporting environments

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