Summary
The Sales Operations Analyst is an integral part of the Sales Operations and Sales teams. The role is focused primarily on research, reporting, and analysis of sales data. This role requires great discipline in providing consistent results, data monitoring, and ongoing support for the sales team. The role also requires great attention to detail, organizational, analytical, and communication skills.
Specific Responsibilities & Expectations
ESSENTIAL DUTIES AND RESPONSIBILITIES
Data
- Ensure data integrity and hygiene by regularly auditing and cleansing sales and customer data within CRM and other systems.
- Develop and maintain cadenced and ad hoc sales reports, providing actionable insights to support decision-making.
- Collaborate with cross-functional teams to fulfill data requests, ensuring accuracy and timeliness in the delivery of needed information.
- Monitor and analyze key sales metrics, identifying trends and discrepancies to drive continuous improvement in sales performance.
- Support data governance initiatives, helping to establish and enforce best practices for data management across the organization.
Processes
- Manage and maintain sales templates, ensuring they are up-to-date, accurate, and aligned with company standards.
- Create and configure hardware and software quotes in collaboration with various vendors, ensuring accuracy and compliance with customer requirements.
- Process hardware and software orders efficiently, coordinating with internal teams and vendors to ensure timely fulfillment.
- Submit bookings and related documentation with Technology Service Distributors (TSDs), ensuring all relevant details are captured and processed correctly.
- Streamline and optimize sales operations processes, identifying opportunities for automation and improved efficiency.
General Responsibilities & Expectations
- Provide continuous communication, feedback, and ideas with leadership to improve InflowCX, and our employees and customers’ lives.
- Participate in company meetings, sales meetings, and other company events
- Conflicts and other challenges are to be promptly communicated to your supervisor then HR if not resolved within a reasonable time frame (chain of command)
- Participate in all company training courses provided and successfully complete all necessary online and self-paced training courses in the defined timelines required
- Maintain an awareness of and always strive to practice and improve upon your personal integrity, honesty, positive outlook and attitude, sense of urgency, follow through, accountability, communication, sales, social and relationship skills, continuing training and education, company, industry, and product knowledge
- Inspire within your team and personally live our core values and company purpose at all times:
- Create exceptional experiences with every interaction
- Exemplify integrity, accountability, and appreciation
- Improve lives of employees and customers
- Teamwork leads to greatness
- Evolve and innovate
Supervisory Responsibilities
This position does not have any supervisory responsibilities
Qualifications / Skills
Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employees or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
One to two years related experience and/or training; or equivalent combination of education and experience: Advanced Excel skills preferred. Previous CRM experience preferred.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Computer Skills
Has mid-level computer job skills including logging on to systems, Excel proficiency, ability to communicate by email, ability to compose documents, enter database information, create presentations, download forms, and preserve/backup important data
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations
This position does not require any certificates, licenses, or registrations.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 10 pounds. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk.
Work Environment
The work environment characteristics described here are representative of those an employee will encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.
Travel
This position requires travel up to approximately 10% of the time.
Go Beyond
Unleash unlimited possibilities with the combined capabilities of InflowCX and Amplix.
