Job Description

Key Accountabilities:

Support the sales team using available tools with process improvement, measurement, tracking and analytics relevant to their functional areas. Partner with Sales and Marketing department to refine lead qualification process, analyze and report on campaign performance with reporting and dashboards. Enhance sales productivity by enabling the team to work smarter by simplifying processes. Create monthly content for executive presentations and board reporting. Track and analyze key metrics including pipeline growth, win/loss rates, and quota attainment. Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management. Assist with onboarding and training new sales talent in the sales organization. Refine customer segmentation, assist with territory management, and create a plan to enhance renewal and upsell processes. Maintain regular check-ins with Sales Managers/Enterprise Sales Representatives and others who contribute to opportunity development to determine how sales opportunities are tracking against plan and identify any problems for internal review and problem solving. Maintain procurement and contract records. Codify existing post-sales activities and research potential opportunities to increase efficiency via new systems, tools, and/or processes. Oversee Sales portion of cross-functional compliance tracking including ongoing data entry and annual improvement initiatives.

Qualifications:

CRM Expertise: Strong experience with Salesforce, Microsoft Dynamics, Odoo or similar platforms. Analytical Skills: + Advance knowledge of Excel:
- Data analysis using PivotTables, VLOOKUP, and INDEX/MATCH.
- Power Query for data cleaning and transformation
- INDEX-MATCH & XLOOKUP for advance lookups
- Data visualization with charts (histograms, waterfall, sparklines)
- Forecasting sales trends with regression analysis.
- Automating reports with Macros and VBA.
+ Knowledge about SharePoint, PowerPoint, and BI tools for data-driven decision-making.
Process-Driven Mindset: Ability to identify inefficiencies and implement scalable solutions. Communication & Collaboration: Ability to work cross-functionally with sales, marketing, Performance management and finance teams. Problem-Solving: A proactive approach to addressing sales challenges and optimizing workflows.

Experience:

Experience: 5+ years in Sales Operations, Revenue Operations, or a related role.

Skills:

Technical Skills:


CRM Management: Proficiency in Salesforce, Microsoft Dynamics, Odoo or similar tools. Data Analysis & Reporting: Strong Excel skills, experience with BI tools. Sales Forecasting: Ability to analyze trends and predict sales performance. Process Optimization: Experience in improving sales workflows and automation. Quota & Compensation Management: Understanding of incentive structures and performance tracking. Lead & Pipeline Management: Ability to track and optimize sales funnel efficiency.
Analytical & Problem-Solving Skills:


Strong data interpretation skills to drive insights and decision-making. Ability to identify inefficiencies in sales processes and implement solutions.
Communication & Collaboration Skills:


Ability to work cross-functionally with sales, marketing, and finance teams.
Organizational & Project Management Skills:


Ability to manage multiple projects and deadlines efficiently. Strong attention to detail to ensure data accuracy and process compliance. * Experience with documentation.