About this role
This role supports enterprise sales operations by driving forecasting and quota setting, analyzing sales data, and improving reporting and processes. You will maintain Salesforce data accuracy, create dashboards in Tableau, and train the sales team on tools and best practices.
Key Responsibilities
- Drive sales forecasting and quota setting for Enterprise Strategic Account and Mobile Video
- Maintain Salesforce for accurate, up-to-date CRM information
- Analyze sales data to find trends, opportunities, and improvement areas
- Track and report key sales metrics including conversion rates, win/loss, and pipeline management
- Implement process improvements, including data cleansing and new data acquisition methods
Technical Overview
The technical scope centers on CRM and analytics: maintaining Salesforce, producing reporting and dashboards in Tableau, and using Excel/Google Sheets to analyze sales performance metrics. The role also includes data cleansing and building data acquisition methods to support forecasting and process improvements.
Ideal Candidate
The ideal candidate is a sales operations analyst with 5+ years of Sales Operations experience, highly proficient in Salesforce CRM and Tableau for reporting and dashboards. They use advanced Excel or Google Sheets for data analytics, understand the sales cycle and territory management, and can drive forecasting, quota setting, and process improvements including data cleansing and commission calculations.
Must-Have Skills
Drive the sales forecasting and quota setting processesProvide reporting and data analytics support to sales teamMaintain Salesforce to ensure accurate and up-to-date informationAnalyze sales data to identify trendsopportunitiesand areas for improvementIdentify and implement process improvements to streamline sales operationsTrack and report key sales metrics such as conversion rateswin/loss analysisand pipeline managementDevelop strategies and process improvement initiatives using data cleansing and new data acquisition methods
Nice-to-Have Skills
5+ years experience in Sales OperationsProficiency in Salesforce CRM and Tableau sales applications - report and dashboard creationAdvanced proficiency in Excel or Google SheetsFluency in Google (GmailGoogle Driveetc.)Experienced in Order and Revenue Forecasting models
Tools & Platforms
SalesforceTableauExcelGoogle SheetsGmailGoogle Drive
Required Skills
Sales forecastingquota settingSalesforce CRMTableau report and dashboard creationsales cycle and territory managementExcelGoogle SheetsGmailGoogle Driveorder and revenue forecasting modelsconversion rates trackingwin/loss analysispipeline managementprocess improvementsdata cleansing techniquesdata acquisition methodssales compensationcommission calculationsad hoc projects
Hard Skills
Sales forecastingquota settingCRM system managementSalesforceSalesforce CRMTableau sales applicationsreport and dashboard creationsales cycle and territory managementExcelGoogle SheetsGoogle (GmailGoogle Drive)Order and Revenue Forecasting modelssales compensation and commission calculationsdata cleansing techniquesdata acquisition methodspipeline managementwin/loss analysisconversion rates trackingprocess improvementssales reporting and data analyticskey sales metrics tracking and reportingad hoc project management
Soft Skills
Work closely with sales leadershipProvide training to the sales teamProvide support to the sales team in terms of datareportsand insightsIdentify opportunities for process improvementsManage global business interactionsincluding meetings outside typical business hours
Keywords for Your Resume
Global Channel & Enterprise Sales Operations AnalystSales OperationsSales forecastingquota settingsales reportingdata analyticsdata-driven insightsCRM systemSalesforceSalesforce CRMTableaureport and dashboard creationsales cycleterritory managementExcelGoogle SheetsGoogle DriveGmailGoogle (Gmailetc.)conversion rateswin/loss analysispipeline managementdata cleansing techniquesdata acquisition methodsprocess improvementssales compensationcommission calculationsEnterprise Strategic AccountMobile Videoad hoc projectssales forecasting
Deal Breakers
Must be able to maintain Salesforce for accurate and up-to-date information, Must be able to drive sales forecasting and quota setting processes, Must be able to track and report key sales metrics (conversion rates, win/loss analysis, pipeline management)
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