HCSS · 3 hours ago

Senior Revenue Operations Analyst

Houston, TX

Full-time

Remote

Senior Level

5+ years exp

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Responsibilities

Take ownership of the opportunity management process in Salesforce, ensuring accurate and up-to-date information at all stages of the sales pipeline

Regularly monitor and maintain data integrity, opportunity type, stages, attribution, and close dates

Work closely with the sales team to enforce data hygiene best practices, provide training when necessary, and resolve any data inconsistencies or issues

Serve as a subject matter expert for Salesforce, providing guidance and support to the sales team on system usage, best practices, and data management

Assist with user onboarding, training, and ongoing system maintenance, including managing user roles, permissions, and access levels

Collaborate with the IT team and Salesforce administrators to troubleshoot issues, implement enhancements, and drive system integrations

Conduct in-depth analysis of sales data, revenue trends, and key performance indicators (KPIs) to identify areas of improvement and make data-driven recommendations to optimize revenue operations

Create and deliver regular reports and dashboards to provide insights into sales performance, pipeline health, and other relevant metrics to stakeholders and senior leadership

Collaborate with the sales team, marketing, customer success, and other cross-functional teams to align processes and ensure smooth handoffs and transitions between departments

Identify opportunities for automation and implement system enhancements or Salesforce customizations to improve overall sales effectiveness

Collaborate with the finance and operations team to administer commissions for the sales team including tracking results, calculating rates and communicating results

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.

Salesforce CRMData analysisRevenue operationsSales process improvementUser onboarding