Sr. Sales Operations Analyst
About Us:
Epicor Software is a global technology leader dedicated to helping businesses drive growth for more than 45 years. Our modern, industry-specific software helps customers boost efficiency and productivity by simplifying and automating everyday processes. We have a stellar team of nearly 4,000 worldwide employees who are passionate about building exceptional products and solutions through teamwork, constant innovation, and integrity. We strive to hire and reward star players who inspire one another and drive results for the business and our customers.
About the Role:
As a key member of the Sales Operations team, the Sales Operations Analyst works with Sales Management to ensure that Epicor's Salesforce.com instance is used efficiently for sales forecasting and pipeline management. This includes creating and maintaining reports, dashboards, fields, workflows, etc. as necessary. In addition, the Sales Operations Analyst would learn and maintain the Clari forecasting tool used in conjunction with Salesforce.com. Finally, the Sales Operations Analyst would assist with compilation of information for QBR's, special projects and other ad hoc reporting requests.
What You'll Do:

• Maintain weekly, monthly and quarterly sales forecast. Work closely with Sales Finance to ensure a clear view as to sales projections in relation to the annual plan.
• Create and maintain SFDC reports, dashboards and fields used for Sales forecasting. Suggest and implement SFDC improvements as necessary.
• Learn the Clari forecasting tool. Assist with the development of Clari as the primary source of the Sales forecast. Also assist with Clari administration.
• Maintain Value Exchange Workshop tracking in SFDC.
• Ad hoc reporting projects as required.
• Discern themes in systems across the entirety of Retail contracting & CRM system to identify suboptimal aspects (e.g. process, tools, use case definition), develop recommendations for improvement, and work with Business Operations to implement solutions.
• Provides Sales team with ongoing training on system updates, tools, tricks and hacks
• Identifying trends and shortcomings in current processes working with VP of Sales to develop actions and solutions.

What You Need to Succeed:

• Operate effectively in a fast-paced, multi-task work environment.
• Strong reasoning & analysis skills to identify workflow, process or system improvements.
• Self-starter; ability to perform consistently with low levels of direction, desire to self-learn technical skills, who can maintain extreme attention to detail, & ensure timely, accurate execution of assigned tasks.
• Strong SFDC skills including creating reports and dashboards.
• Strong MS Excel & PowerPoint skills.
• Ability to work autonomously with technical products & office applications including Apttus, SharePoint, & Office 365 Teams.
• Experience working with Sales teams.
• Highly driven individual with an execution focus & a strong sense of urgency.
• Willing to go the extra mile with a strong work ethic; self-directed & resourceful.
• Ability to manage effectively & efficiently multiple tasks & priorities.

Additional Skills That Could Set You Apart:

• BS/BA degree with business focus preferred.
• Experience with cloud software sales, channel sales, business development or IT a plus
• Travel
• English, both oral & written required.