Seeking a talented and hard-working member to join our Business Analytics team and perform critical analysis in support of key strategic initiatives. The Sales Operations Analyst will work cross functionally with Sales, Deal Desk, Billing and IT to help manage and optimize internal business systems in support of sales and revenue generation.
Location: This role is fully remote for candidates who reside at least 50 miles away from our San Francisco or San Ramon office locations. For candidates who reside within 50 miles of our San Francisco or San Ramon locations, this role will be Hybrid.
Key Responsibilities:
- Build and update advanced Excel data models to report sales booking metrics, customer production activity, and channel commissions and promotions
- Perform analysis and provide reporting to Sales, Billing and Executives by gathering, extracting and manipulating raw data from multiple databases and transform it into useful information to drive decisions and to maximize profits
- Work cross functionally to improve processes, automate and streamline workflows, standardize reporting, facilitate collaboration, gather and translate requirements, manage project milestones and objectives, and disseminate information through tools and reports for sales and finance teams
- Systems optimization and data management of Salesforce, Logisense & Five9 production
- Document special incentives issued to external partners
- Compose narrative of mid-market and commercial customer deal reviews for company-wide circulation
Key Skills:
- In-depth knowledge of data modelling techniques, including Advanced Excel skills
- Working knowledge of Business Systems like Excel, Access or Domo, and other relevant software packages like Salesforce, Zuora, Coupa
- Excellent verbal and written communication skills
- Attention to detail and excellent research and analytical skills
- Effective organizational and time management abilities
- Ability to self-manage deliverables and proactively take ownership of responsibilities
- Ability to turn complex concepts into simple language
- Significant understanding of SaaS business models
- Demonstrated participation in process improvement initiatives
- Bachelor’s degree required and 5-8+ years of analyst/reporting experience
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