Summary
The Sr. Sales Operations Analyst will provide comprehensive sales operations support, increasing sales productivity by providing accurate analytics, efficient processes, ensuring use of cutting-edge sales tools and facilitating the flow of communication between all stakeholders. The SOA will support sales leadership in producing an accurate sales scorecard, shouldering responsibility for implementing and maintaining adherence to processes that ensure its accuracy. In short, this person will be the standard bearer for operational excellence in all things sales related. The person in this role is accountable for supporting the Sales Organization in all sales processes while providing performance tracking and insights to the leadership teams.
PRIMARY RESPONSIBILITIES
The position will also apply analytical and problem-solving skills while engaging sales team members and interdepartmental resources in the execution of streamlined sales processes.
The primary objective is to improve business function and sales productivity.
- Drive best in class sales processes, tools and capabilities across the sales organization.
- Maintain a schedule of when things are going to happen and keep the sales team informed.
- Ensure that targeted accounts are high-quality, updated with the most accurate data and the that sales are updating the CRM according to process.
- Participate in the sales team meetings and ensure actions are documented and executed upon.
- Document meetings and report meetings notes to the team, ensuring the team is taking necessary action on documented action items.
- Report the team activity metrics and statistics to sales leadership weekly/monthly/quarterly.
- Maintain documentation (SOPs) for key sales processes, assist with onboarding of new Sales reps, and additional tasks as required.
- Work with Technology and System Development teams to help deliver updates to the CRM.
- In addition, this role will may at times act as an extension to the North American based Technology and System Development team to assist in handling of various SFDC administration functions, including but not limited to:
- Regular usage of admin tools to ensure consistent data quality management.
- Bulk data imports, data validation, normalization, and data cleanup
- Lead / Account assignment rules and reassignments
- Assist with internal user SFDC ticket backlog / time to resolution.
- Technical & Process Documentation
- Develop and maintain a thorough understanding of data and information resources.
- Keep abreast of new SFDC features and functionality using this knowledge to provide recommendations for process improvements, and update end users.
REQUIRED KNOWLEDGE/SKILLS/ABILITIES
- Bachelor's Degree in business administration, finance or similar field preferred
- Minimum 3 years’ experience in business or sales operations
- Excellent interpersonal, presentation, and communication skills
- Proficient in using a MS Word, Excel, PowerPoint, SalesForce CRM
- Advanced Excel skills (data filters, VLOOKUP, Pivot Tables, Data connections, Macros) is a plus
- 3-5 years of progressive experience working in the SFDC CRM platform is ideal, with hands on creation experience with objects, fields, workflow rules, process builder, etc.
- Experience with Power BI a plus
- Experience in user interface configuration, data transfer and cleansing via Data Loader and/or SFDC Import Wizard
- Strong attention to detail
- Ability to prioritize and manage multiple tasks and projects to meet deadlines
- Strong reporting, query, and analytical skills
- This position may require some long work hours and weekend work
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Top Skills
What We Do
At Trintech, we pride ourselves on providing enterprise-class financial solutions for the Record to Report process to organizations committed to transforming their financial process to best in class levels of efficiency and effectiveness. We understand the deadlines, dynamics and challenges of managing the Record to Report process. How? We live it every day. We’re financial professionals – just like you. From high volume transaction matching and streamlining daily operational reconciliations, to automating and managing balance sheet reconciliations, managing intercompany workflow and transactions, journal entries, disclosure and fiduciary reporting and bank fee analysis, to governance, risk and compliance - Trintech's portfolio of financial solutions optimize resources, reduce costs, and improve governance and transparency across the entire financial close process. Today, over 3,500 clients across 100+ countries – including the majority of the Fortune 100 – rely on Trintech's solutions to help manage their financial close. Trintech clients include the global leaders in retail, technology, restaurants, manufacturers, hospitality, finance, healthcare, and more. Clients who have placed their trust in Trintech include Microsoft, Siemens Corporation, HP, Verizon Wireless, 7-Eleven, Chick-Fil-A, Uber, CVS Corporation, Marriott Corporation, BAE Systems, American Express, Coach, Coca-Cola, Ralph Lauren, ConAgra, Dr. Pepper/Snapple, BJ’s Restaurants, Toyota Financial Services, as well as many more notable household names.
