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Company

Swooped · 6 hours ago

Sales Operations Analyst

United States

Full-time

Remote

Entry Level

2+ years exp

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Responsibilities

Assist in the collection, analysis, and reporting of sales data to identify trends and opportunities.

Support the sales team with administrative tasks, including CRM management and data entry.

Collaborate with senior team members to develop and maintain sales dashboards and performance metrics.

Monitor the Deal Verification queue to ensure adherence to quote policies, quote timeliness, contract policies, and deal close processes; escalate issues as needed.

Support sales meetings by ensuring data integrity and correct display of information.

Review quote and data exceptions with sales teams and follow up on action items.

Help streamline sales processes and improve operational efficiency.

Conduct research to support sales strategies and initiatives.

Prepare reports and presentations for management and sales meetings.

Participate in the implementation of sales tools and technologies.

Provide support for ad-hoc projects as needed.

Ensure the integrity of Salesforce data.

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.

Sales OperationsData AnalysisSalesforceMicrosoft ExcelCRM ManagementHigh-tech ExperienceMicrosoft WordGoogle DocsGoogle Sheets

Required

Bachelor’s degree preferred.

2+ years of Sales Operations, Order Management, Accounting, or Finance experience desired.

Detail-oriented with a proven ability to multitask.

Excellent communication and interpersonal skills.

Self-starter and effective time manager.

Take initiative and act as an owner to solve problems.

Enjoy identifying issues and proposing solutions.

Proficient in Microsoft Word or Google Docs with strong Microsoft Excel or Google Sheets skills.

Ensure the integrity of Salesforce data.

Preferred

Previous experience in a high-tech environment is desirable.

Salesforce or other CRM/Order Management Software experience preferred.

Benefits

Comprehensive Medical coverage (90% of cost covered) starting day 1.

Dental and Vision plans (100% of cost covered) starting day 1.

401(k) plan with a match.

13 paid holidays and 25 days of PTO.

Paid Family Leave.

Employee Assistance Program.

Quarterly self-care stipends.

Health Advocacy Program.

Access to optional benefits, including pre-tax flexible healthcare spending accounts (FSA and HSA), Dependent Care FSA, Commuter Benefits, and various types of insurance.