Senior Sales Operations Analyst (legal/compliance) – Hybrid (ct/et) R0052590

Senior Sales Operations Analyst (Legal/Compliance) – Hybrid (CT/ET)

The Senior Sales Operations Analyst supports and manages operational and administrative workflows and reporting for New Partnerships and Partnership Management (Sales). This position involves executing and optimizing key operational strategies and objectives as determined by the Director of Sales Operations and the VP Partnerships stakeholders respectively. From an operations perspective, this position requires extensive cross functional collaboration and subject matter expertise of departmental tools, processes, best practices and knowledge. This role involves developing and producing timely and accurate operational and financial reporting and dashboards. Importantly, a key responsibility is the administration and ongoing configuration (as required by the business) of the Sales section of the business unit CRMs (Salesforce). The Senior Sales Operations Analyst will also serve as the primary liaison between Sales and Legal, Finance, Marketing, and Enablement Business Partners.

Required Job Qualifications (minimum 3+ years):

• Serving as a Sales Operations Analyst within medium to large enterprise organizations developing and implementing operational procedures in a complex matrix environment.
• Professional experience in a software development and services environment.
• Salesforce: Develop and maintain KPI and Sales productivity and pipeline dashboards and reporting for Sales.
• Education: Bachelor's degree required | MBA preferred

Preferred Job Qualifications (minimum 3+ years):

• A Minimum of 5 years of Legal/Compliance industry experience preferred.
• Advanced in Tableau, Power BI, Microsoft Office (especially Excel and PowerPoint), MS Project and SharePoint proficiency.
• Must be reliable and deadline oriented.
• Data analysis skills sufficient to recognize data anomalies, problems and correct or recommend corrective action.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team sufficient to accomplish Sales Operations objectives.
• Must be detail oriented and a critical thinker and able to work without direct supervision.
• Creative problem solving skills.
• A passion for success of the overall enterprise.

Essential Duties and Responsibilities

• Operational: Assist with account/territory transfers and quota adjustments
• Runs territory optimization and deployment analytics and provides necessary input for annual territory/quota review
• Document and communicate new processes to the sales organization
• Helps identify specific targets within market sub-segments; prioritizes targeted opportunities for sellers
• Works with Marketing to define Lead Maturation process; act as proprietor of the process
• Identifies ways to automate and/or streamline manual processes; partners with other internal teams to optimize cross-functional workflows
• Creation and maintenance of all Sales documentation relating to Partnerships.
• Collaborate with Finance Business Partner for pricing worksheets, opportunity to order administration and deal financial modeling as related to recognized revenue timing and margin impact.
• General Sales Support as needed
• Perform other duties as assigned by sales operations management
• CRM: Administer and implement sales automation policies and procedures for ensuring the security and integrity of the company's Salesforce.com data
• Responsible for managing the sales process and change management process within Salesforce.com, as well as rebuilding new processes & applications as needed, database management and cleanup, uploads & exports, and support sales teams
• Identify and implement new Salesforce.com functionality in conjunction with the SFDC Admin (both within the product and by integrating 3rd Party Applications) driving process efficiencies and new functionality
• Provides training and support for users on the operational functions of Salesforce.com
• On-board and training new employees on SalesForce.com and other sales processes
• Manage and coordinate with the SFDC Admin all data loads to SFDC ensuring the accuracy and timeliness
• Reporting: Facilitate the delivery of ad hoc reporting for sales management
• Assist sales management in the creation and modification of Tableau sales reports, custom SF Analytics or Power BI dashboards, and campaigns to meet business needs
• Conducts analysis to understand health of CT Sales pipeline
• Create pipeline reports and enforces rules of standardization to ensure for an accurate sales funnel
• Other