Sales Operations Analyst - SQL, Power BI, Salesforce

Overview: Acquire, analyze and report on client data and information. Will collaborate with other team members, such as Business Analysts, Subject Matter Experts, etc. to aid in gathering, interpreting and reporting pertinent information to the client. Will work with in Salesforce CRM with heavy SQL and Power BI skills needed. Should have a background in sales or revenue operations.

Duties and Responsibilities:

Data Analysis and Reporting

In this role, you will be responsible for collecting and analyzing large datasets to identify trends, patterns, and areas for improvement. Your tasks may include:

• Collecting and analyzing sales data from various sources, such as CRM systems, marketing automation tools, and customer feedback platforms.
• Creating comprehensive reports on sales performance, including metrics such as revenue growth, win rates, and sales cycle length.
• Identifying trends and patterns in sales data to inform business decisions and drive growth.
• Presenting findings to stakeholders, including sales leaders, product managers, and executives, to drive data-driven decision making.

Sales Forecasting

Your responsibilities will include developing accurate sales forecasts, analyzing historical data and market trends, and adjusting forecasts based on new information. Your tasks may include:

• Developing accurate sales forecasts using historical data, market trends, and business intelligence.
• Analyzing historical sales data to identify patterns and trends that inform forecasting models.
• Adjusting forecasts based on new information, such as changes in market conditions or sales strategies.
• Communicating forecasts to leadership and other stakeholders to inform business decisions.

CRM Management

You will be responsible for maintaining and optimizing CRM systems to ensure data accuracy, completeness, and usability. Your tasks may include:

• Maintaining and updating CRM systems to ensure data accuracy and completeness.
• Ensuring data integrity and security, and performing regular audits to identify areas for improvement.

Sales Territory and Quota Management

Your responsibilities will include designing and optimizing sales territories, setting and adjusting sales quotas, and analyzing territory and quota performance. Your tasks may include:

• Designing and optimizing sales territories to maximize revenue potential and minimize overlap.
• Setting and adjusting sales quotas based on business goals, market conditions, and sales performance.
• Analyzing territory and quota performance to identify areas for improvement and optimize resource allocation.
• Recommending changes to territory and quota structures to drive business growth and improved sales performance.

Technical Skills

To succeed as a Sales Operations Analyst, you'll need to be proficient in the following technical skills:

• Data analysis tools:Excel, SQL, PowerBI, and other data visualization tools are essential for data analysis and reporting.
• CRM systems:Experience with CRM systems like Salesforce, HubSpot, or Microsoft Dynamics 365 is crucial for managing and maintaining sales data.
• Sales automation tools:Familiarity with sales automation tools like Outreach, SalesLoft, or ZoomInfo can help you streamline sales processes.
• Basic programming skills:Knowledge of programming languages like Python, R, or SQL can help you perform advanced data analysis and automation tasks.

Analytical Skills

• Problem-solving:You should be able to identify problems, analyze data, and develop solutions to improve sales performance.
• Data interpretation and visualization:You'll need to be able to interpret complex data, identify patterns, and present findings in a clear and concise manner.
• Critical thinking and pattern recognition:You should be able to analyze data, identify trends, and develop insights that inform business decisions.
• Actionable insights:You'll need to be able to translate data into actionable recommendations that drive sales growth and improvement.

Business Acumen

Solid understanding of business concepts, including:

• Sales processes and metrics:You should be familiar with sales metrics, such as conversion rates, sales cycles, and revenue targets.
• Industry trends and best practices:Staying up-to-date with industry trends, benchmarking, and best practices can help you develop effective sales strategies.
• Financial concepts:You should understand financial concepts like ROI, profit margins, and revenue growth to make informed business decisions.
• Strategic thinking and planning:You should be able to develop strategic plans to drive sales growth and improvement.

Soft Skills

• Communication:You should be able to communicate complex data insights and recommendations to both technical and non-technical stakeholders.
• Collaboration and teamwork:You'll need to work closely with sales, marketing, and other teams to drive sales growth and improvement.
• Presentation skills:You should be able to present data insights and recommendations in a clear and concise manner.
• Adaptability and willingness to learn:You should be able to adapt to changing business needs, new tools, and emerging trends.

By possessing these skills and qualifications, you'll be well-equipped to drive sales growth, improvement, and success as a Sales Operations Analyst.

Education:

• Associate's degree required
• Bachelor's Degree preferred.

Physical Demands and Work Environment:

• Sedentary work (i.e. sitting for long periods of time);
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force;
• Frequently or constantly to lift, carry push, pull or otherwise move objects and repetitive motions;
• Subject to inside environmental conditions; and
• Travel for this position will include less than 5% locally usually for training purposes.