Baker Tilly US · 2 weeks ago
Sales Operations Senior Associate
Montgomery Creek, CA
Full-time
Hybrid
Mid Level
$67K/yr - $127K/yr
3+ years expBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Sales Operations Senior Associate will focus on reporting and analytics, data management, sales performance, forecasting, and development of presentation materials to improve overall sales efficiency.
Accounting
Responsibilities
Support the business with reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights and support decision-making
Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement
Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders
Manage sales data, ensuring accuracy and completeness in Salesforce. Reinforce data hygiene best practices
Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities
Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards
Monitor sales-related expenses, ensuring alignment with budgets and financial targets
Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency
Assist in the territory planning and/or target setting process as needed. Ensure territory maps, account assignments, and targets are maintained properly
Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals
Qualification
Required
Bachelor's degree
Minimum of 3+ years of experience in sales operations or a related role
Strong proficiency in CRM tools, Salesforce preferred
Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations
Pipeline management and revenue forecasting experience
Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
Ability to maintain data integrity, consistency, and quality in a fast-paced environment
Must have strong communication skills, sense of urgency, and willingness to take initiative
Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines
Exceptional organizational and time-management skills
Ability to work in a remote or hybrid environment
Preferred
Experience with Power BI a plus
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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