The Sales Operations Analyst is responsible for driving sales process effectiveness and productivity. This role will support the direct sales team by creating proposals, business cases, presentations, and ad hoc analyses. The successful candidate will have an entrepreneurial and self-starter mentality with a data-driven approach to analyzing business challenges and results.
Essential Duties & Responsibilities
Create sales presentations, proposals, business cases and analyses for direct sales custom tailored to specific new business and renewal opportunities
Develop and maintain reporting and dashboards to track sales performance and productivity
Establish effective analysis of sales force trends and performance in an effort to identify greater efficiencies and better manage and understand process bottlenecks and inconsistencies throughout the entire sales lifecycle
Draft subscription contracts, addendums, and statements of work for the direct sales team
Assist the Director of Business Intelligence with various initiatives to drive new business, renew and grow current customer base
Perform weekly audits of direct sales team documentation in the CRM to ensure full compliance with documentation expectations and reporting output provided to leadership is accurate
Coordinate revenue forecasting to ensure high levels of quality, accuracy and consistency Assist with maintaining the functional areas of data management, forecasting, contacts, leads, opportunities, dashboards and reports, and ensuring data integrity throughout our CRM system
Build business cases to evaluate new business and client retention models
Assess client and sales trends, feedback, and market movement; consolidate into recommendations for the executive team
Perform quantitative analysis, including building and organizing large databases; synthesize findings and summarize a broad range of data inputs into frameworks that enable clear communication of data and insights
Develop presentations and models for various growth-related scenarios such as sales productivity improvements, customer pricing, channel growth, alternative pricing and contract structures, etc.
Develop reporting and analysis of sales and marketing results and strategies to recommend changes to optimize performance
Assist the Director of Operations growth initiatives to increase the sales pipeline, build the prospect database and achieve revenue goals
Special Knowledge, Skills, Abilities and Training
Excellent analytical and organization skills
Exceptional attention to detail
Excellent written and oral communication skills, including presentations
Excellent proficiency with Microsoft Office Suite (Excel, PowerPoint, and Word)
Demonstrates the ability to identify and solve problems quickly, decisively, and independently
Ability to multi-task and prioritize workload in a fast-paced environment
Professional mannerisms and appearance
Education & Experience
Education: Bachelor’s degree with a focus in business
Experience: 1-3 years of experience in sales operations or similar analytical-based role supporting top-line growth
This job description reflects the present requirements of the position. As duties and responsibilities change and develop, the job description will be reviewed and subject to amendment.
Reveal is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Reveal does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.