Sales Operations Analyst

Posted Yesterday
Be an Early Applicant
Irving, TX, USA
In-Office
65K-101K Annually
Senior level
Cloud • Software
The Role
Build and maintain Excel data models and Looker dashboards to report sales bookings, invoicing, and commissions; manage commissions processes and special incentives; respond to external commission inquiries; optimize and maintain Salesforce, Logisense and Five9 VCC records; produce analysis and reports for Sales, Billing and executives; streamline processes, automate workflows, and manage cross-functional projects.
Summary Generated by Built In

Join us in bringing joy to customer experience.  Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide.   

Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. 

We are seeking a talented and meticulous analyst to join our Reporting Analytics team and perform critical analysis in support of key strategic initiatives. The Sales Operations Analyst will work cross functionally with Sales, Deal Desk, Billing and IT to help manage and optimize internal business systems in support of sales and revenue generation.

Key Responsibilities:

  • Build and update advanced Excel data models to report sales booking metrics, customer invoicing, and channel commissions and promotions.
  • Build and run commissions processes and dashboards in Google Looker.
  • Draft, document, track and process custom special incentives issued to external partners.
  • Process cases submitted by external processes for commissions inquiries. Build rapport with external analysts with live trainings and phone calls.
  • Support PRM manager as backup on administrative tasks.
  • Perform analysis and provide reporting to Sales, Billing and Executives by gathering, extracting and manipulating raw data from multiple databases and transform it into useful information to drive decisions and maximize profits.
  • Work cross functionally to improve processes, automate and streamline workflows, standardize reporting, facilitate collaboration, gather and translate requirements, and manage project milestones and objectives.
  • Systems optimization and data management of Salesforce, Logisense & Five9 VCC production records.

Key Skills:

  • In-depth knowledge of data modelling techniques, including Advanced Excel skills
  • Working knowledge of Business Systems like Google Looker, Excel, Access, and other relevant software packages like Salesforce, Logisense, Coupa
  • Excellent verbal and written communication skills
  • Attention to detail, with excellent research and analytical skills
  • Effective organizational and time management abilities
  • Ability to self-manage deliverables and proactively take ownership of responsibilities
  • Ability to turn complex concepts into simple language
  • Significant understanding of SaaS business models
  • Demonstrated participation in process improvement initiatives
  • Bachelor’s degree required and 5-8+ years of analyst/reporting experience

Work Location: This role is hybrid. 3 days a week (T, W, TH) in our San Ramon office is required.

As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process.  Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process.

Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans.

Our total reward package also includes:

  • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching.
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents.
  • Generous employee stock purchase plan.
  • Paid Time Off, Company paid holidays, paid volunteer hours and 12 weeks paid parental leave.

All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties.

The US base salary range for this role is below.
$65,300$101,000 USD

Work Location: This role is hybrid. 3 days a week (T, W, TH) in our San Francisco office is required.

As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process.  Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process.

Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans.

Our total reward package also includes:

  • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching.
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents.
  • Generous employee stock purchase plan.
  • Paid Time Off, Company paid holidays, paid volunteer hours and 12 weeks paid parental leave.

All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties.

The US base salary range for this role is below.
$65,300$101,000 USD

Work Location: This role is hybrid. 3 days a week (T, W, TH) in our Dallas office is required.

As part of our continued commitment to diversity, equity, and inclusion, Five9 supports pay transparency during the entire recruitment process.  Actual compensation packages are based on several factors that are unique to each candidate including, but not limited to: skill set, depth of experience, certifications, and specific work location. The range displayed reflects the minimum and maximum target for new hire salaries for the job across the United States. Your recruiter can share more about the specific compensation package during your hiring process.

Additionally, the total compensation package for this position may also include an annual performance bonus, stock, and/or other applicable incentive compensation plans.

Our total reward package also includes:

  • Health, dental, and vision coverage, beginning on the first day of employment. Five9 covers 100% of the employee portion of the health, dental and vision coverage and shares a high portion of the dependent cost. We also offer Short & Long-Term Disability, Basic Life Insurance, and a 401k saving plan with employer matching.
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching and self-guided mindfulness exercises for all covered employees and their covered dependents.
  • Generous employee stock purchase plan.
  • Paid Time Off, Company paid holidays, paid volunteer hours and 12 weeks paid parental leave.

All compensation and benefits are subject to the requirements and restrictions set forth in the applicable plan documents and any written agreements between the parties.

The US base salary range for this role is below.
$65,300$101,000 USD

Five9 embraces diversity and is committed to building a team that represents a variety of backgrounds, perspectives, and skills.  The more inclusive we are, the better we are.  Five9 is an equal opportunity employer. 

View our privacy policy, including our privacy notice to California residents here: https://www.five9.com/pt-pt/legal.  

Note: Five9 will never request that an applicant send money as a prerequisite for commencing employment with Five9.

Skills Required

  • Advanced Excel and data modeling techniques
  • Experience building and running commissions processes and dashboards in Google Looker
  • Working knowledge of Microsoft Access
  • Experience with Salesforce administration or data management
  • Experience with Logisense
  • Experience with Coupa or similar procurement/financial systems
  • Experience managing Five9 VCC production records
  • Excellent verbal and written communication skills and ability to train external analysts
  • Strong attention to detail, research and analytical skills
  • Effective organizational and time management abilities; ability to self-manage deliverables
  • Significant understanding of SaaS business models
  • Demonstrated participation in process improvement initiatives
  • Bachelor's degree
  • 5-8+ years of analyst/reporting experience

Five9 Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Five9 and has not been reviewed or approved by Five9.

  • Healthcare Strength Employer-paid employee premiums, multiple plan options, and broad coverage across medical, dental, vision, disability, FSAs, and EAP are emphasized as core elements of the package. These features position healthcare as a standout component of total rewards.
  • Equity Value & Accessibility Equity grants and an ESPP are highlighted as meaningful parts of total compensation. Feedback suggests these stock components can materially enhance overall pay when company performance is favorable.
  • Fair & Transparent Compensation Public job postings include salary ranges and company materials describe formal peer benchmarking of pay. These practices indicate structure and visibility around compensation decisions.

Five9 Insights

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The Company
HQ: San Ramon, California
2,427 Employees
Year Founded: 2001

What We Do

Five9 is an industry-leading provider of cloud contact center solutions, bringing the power of cloud innovation to more than 2,000 customers worldwide and facilitating billions of customer engagements annually. The Five9 Intelligent Cloud Contact Center provides digital engagement, analytics, workflow automation, workforce optimization, and practical AI to help customers reimagine their customer experience. Designed to be reliable, secure, compliant, and scalable, the Five9 platform helps increase agent and supervisor productivity, connects the contact center to the business, and ultimately deliver tangible business results including increased revenue and enhanced customer trust and loyalty

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