Crisp · 2 days ago

Sr. Sales Operations Analyst

United States

Full-time

Remote

Mid Level

3+ years exp

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Business IntelligenceData Integration

No H1B

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Responsibilities

Own the Opportunity Process and Deal Desk Validations:

• Operate deal desk validations on a daily basis working with Sales and Finance. You will work directly with the sales team on ensuring contracts and opportunities are generated according to compliance guidelines.

• You will be responsible for flagging missing requirements in both the contract and Salesforce.

• You will be responsible for the accuracy of deals flowing from Sales to our Finance team.

Sales Ops:

• You must have experience interfacing with a sales organization on a daily basis.

• You must be highly proficient in Salesforce. Bonus if you have Salesforce Administrator or Business Analyst certifications. Performing data management tasks, including data imports, deduplication, and ongoing data maintenance.

• You will be responsible for providing new user training in our commercial tech stack (Salesforce, ZoomInfo, Outreach, etc.).

• Serve as a subject matter expert on both support and ongoing enablement in our tools.

• Create end-user documentation guides on processes and procedures in our systems.

Analytics:

• You must be able to generate customized reports and dashboards in Salesforce to produce business insights for Sales and Finance leadership.

• You must have the ability to manipulate and manage large data projects in Excel.

• Manage ad-hoc reporting requests for the sales, marketing, and finance departments.

• Collect, analyze, and interpret sales data to identify trends, patterns, and insights that inform strategic decision-making and drive sales performance.

• Track, and report on key sales performance metrics, including pipeline health, conversion rates, win/loss analysis, and sales rep productivity.

• Support sales forecasting and planning processes by providing accurate and timely data analysis and insights.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceExcelData AnalysisSales OperationsB2B Sales ExperienceProject ManagementNetsuiteZoomInfoSalesforce Administrator CertificationBusiness Analyst CertificationPowerBITableau