Sales Analyst Lead

About TaskUs: TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, FinTech, and HealthTech. 

The People First culture at TaskUs has enabled the company to expand its workforce to approximately 45,000 employees globally. Presently, we have a presence in twenty-three locations across twelve countries, which include the Philippines, India, and the United States.

It started with one ridiculously good idea to create a different breed of Business Processing Outsourcing (BPO)! We at TaskUs understand that achieving growth for our partners requires a culture of constant motion, exploring new technologies, being ready to handle any challenge at a moment’s notice, and mastering consistency in an ever-changing world.

What We Offer: At TaskUs, we prioritize our employees' well-being by offering competitive industry salaries and comprehensive benefits packages. Our commitment to a People First culture is reflected in the various departments we have established, including Total Rewards, Wellness, HR, and Diversity. We take pride in our inclusive environment and positive impact on the community. Moreover, we actively encourage internal mobility and professional growth at all stages of an employee's career within TaskUs. Join our team today and experience firsthand our dedication to supporting People First.

What can you expect in a Sales Analyst Lead role with TaskUs: 

Think of yourself as someone who will need to understand what the business should be focusing on based on the data you gather from Salesforce, Pardot, and other revenue tracking apps to perform business analysis and data comparisons, create spreadsheets based on Salesforce data and make recommendations based on the best-case scenarios of the data you’ve analyzed while also leveraging the market insights available through the BizDev and Marketing team, so not just anyone is qualified for this role! We make sure we get the best of the best, after all, we are a ridiculously good company so we make sure our employees are top-notch. Now we need your full concentration because it’s time to imagine what it’s like being a Sales Operations Lead.

Imagine yourself going to work with one thing on your mind: that you are responsible for the collection and analysis of sales data for both prospects and clients for sales productivity and customer satisfaction because it will enable performance reviews and problem resolution.  You will be creating pivot tables in spreadsheets for analysis and comparison of sales and revenue data for both new logos and existing accounts.  This will include creating presentations for data visualization. This analysis will be performed weekly, monthly, and quarterly, including creating Board of Directors quarterly reports with analysis for review.  You will document observations and recommendations on the data and perform trend analysis on revenue, margin, and sales activities for both new logo and existing accounts.These results and recommendations will be presented and discussed on a consistent basis with the management teams of both areas, so you will have to have good communication and presentation skills.  It is equally important that you’re able to derive recommendations from market insight and forecast trends to make sure your sales data is anchored on reality.  Also, you will be working with cross-functional teams, i.e. Sales, Bizdev, Marketing, Client Services, Consulting, etc.  to set goals and targets based on the data set you’ve mined in Salesforce and Pardot. As you tackle your new tasks for the day, you know that it comes down to one thing: that knowledge of the sales and account management functions are important, along with business and data analysis for trend reporting and projected outcomes.

Key Responsibilities:

• Support the development of sales and operations strategy, understand priorities, and track progress;

• Optimize sales and operational efficiency through innovative thinking, process improvement, system enhancements, and best practice sharing;

• Engage and work with aligned sales, account management, and operations teams to more effectively achieve data needs and analysis results;

• Manage multiple concurrent projects and initiate, drive projects to completion with minimal guidance;

• Apply quantitative analysis and data visualization to tell the story behind the numbers;

• Assist the sales operations manager in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales and account management team’s performance;

• Develop and maintain sales analytics reports and dashboards to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams;

• Work closely with our sales and account management teams

Required Qualifications: 

• Has at least 5 years of experience in a relevant position along with direct or indirect management experience. 

• Someone who has the ability to understand, create, and deliver top-quality, audience-appropriate communication. 

• A data-driven person who can build spreadsheets and dashboards using Salesforce and financial data. 

• We need someone who is a motivated professional who is comfortable in a fast-paced, fun environment.   

• Has excel and data management skills, including pivot tables. 

• Has strong analytical skills and has attention to detail. 

• Someone who can develop reporting out of Salesforce and Pardot.

• Technology-savvy, preferably in the contact center, customer service, or analytics technology. 

• Self-motivated and has a professional attitude. 

• Excellent written and verbal communication skills. 

• Must possess good decision-making skills, organized and detail-oriented.

• With the knowledge of the ff: sales and account management process, using computers and Google Suite, and a strong familiarity with metrics such as Bookings, Close Rate, Industry Booking Analysis, Escalations, Competitive Analysis, Quota Setting, Net Growth, Downgrades, Renewals & Cancellations, Quality of Accounts, Marketing Campaign effectiveness. 

• Excellent analytical, reporting, data manipulation, dashboard creation, and business intelligence skills. 

• Excellent team and interpersonal skills. 

• Someone who has the ability to meet/exceed department metrics/measure.

How We Partner To Protect You: TaskUs will neither solicit money from you during your application process nor require any form of payment in order to proceed with your application. Kindly ensure that you are always in communication with only authorized recruiters of TaskUs.

DEI: In TaskUs we believe that innovation and higher performance are brought by people from all walks of life. We welcome applicants of different backgrounds, demographics, and circumstances. Inclusive and equitable practices are our responsibility as a business. TaskUs is committed to providing equal access to opportunities. If you need reasonable accommodations in any part of the hiring process, please let us know.

We invite you to explore all TaskUs career opportunities and apply through the provided URL https://www.taskus.com/careers/.