Sales Operations Analyst

March 30

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PDI Technologies

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Connecting Convenience

Analytics & Insights • Managed Services • Digital Transformation • Cloud & Hosting • Machine Learning

501 - 1000

Description

• Create sales and revenue forecasts using pipeline analysis, booking estimates and key sales performance indicators • Provide guidance to the sales teams by developing a well-structured sales process and implementing solutions based on analysis • Responsible for handling and managing the workflow of organizational sales processes across different systems and CRMs, enabling operations to go smoothly and ensuring the implementation of sales strategies to further growth and scalability • Gather and organize data and generate deeper customer insight to enhance sales force productivity and efficiency • Lead Salesforce.com analytics and reporting resource for the sales organization • Determines operational objectives by studying business functions; gathering information; evaluating output requirements and formats. • Designs new processes by analyzing requirements; constructing workflow charts and diagrams; studying system capabilities; writing specifications. • Recommends controls by identifying problems; writing improved procedures. • Defines project requirements by identifying project milestones, phases, and elements; forming teams; and establishing budgets. • Monitors project progress by tracking activity; resolving problems; publishing progress reports; recommending actions. • Provides references for users by writing and maintaining user documentation; providing help desk support; training users. • Prepares reports by collecting, analyzing, and summarizing information and trends. • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; bench-marking state-of-the-art practices; participating in professional societies. • Contributes to team effort by accomplishing related results as needed. • Makes recommendations to improve business results.

Requirements

• Strong Knowledge of Saleforce.com and/or Salesforce.com administration certification preferred • In-depth knowledge of critical sales business systems like Salesforce.com, Hubspot, Dataloader.io, Atlassian (Jira), BI tools and CPQ, etc. • Experience working within an inside Sales organization. • SMB or high-transactional, subscription-based sales experience preferred • Strong ability to manage large data sets and experience using data in excel • Acute attention to detail • Strong change management skills • Superior written and verbal communications • Knowledge of existing sales practices and methodologies • Experience in convenience retail, petroleum, CPG or similar industry preferred

Benefits

• Comprehensive benefits package including health, dental, and vision coverage effective immediately • Fully flexible remote work environment • Matching Group Retirement Savings Plan • PTO effective immediately • Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc. • Strong culture that values authenticity, trust, curiosity, and diversity of thought