Sales Operations Analyst Job Description

sales operations analyst job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Sales Operations Analyst Job Description

A sales operations analyst is an individual who is responsible for assisting a sales organization with the sales operations of products, services, and solutions.

A sales operations analyst works in sales, marketing, or business development to support sales improvement.

A sales operations analyst is often a subject matter expert for sales operations and is responsible for maintaining the sales operations function.

The sales operations functions includes order processing, sales order management, order forecasting, order fulfillment, pricing, and invoicing.

The sales operations analyst may also be charged with managing sales tools, such as CRM software.

A sales operations

Job Brief:

We’re looking for a Sales Operations Analyst who can help us improve our sales process and make it more efficient. You will be responsible for analyzing our sales data, identifying trends and areas for improvement, and working with the sales team to implement changes that will increase our sales productivity. If you have a background in sales operations or process improvement and are looking for a new challenge, we want to hear from you!

Sales Operations Analyst Duties:

  • Ensure all sales forecasts are met or exceeded by developing and executing sales strategies
  • Manage sales activities, including prospecting, sales calls, and closing sales
  • Arrange and manage transportation of products and merchandise
  • Maintain communication with customers, vendors, and employees
  • Perform other duties as assigned

Sales Operations Analyst Responsibilities:

  • Maintain awareness of sales pipeline, identify trends and opportunities, and collaborate with sales leaders on monthly sales pipeline
  • Develop detailed weekly, monthly, and quarterly forecasts, including, but not limited to, sales forecasts, conversion rates, and forecasted revenue
  • Track and analysis of account health and sales effectiveness
  • Work closely with marketing and sales to align processes and lead forecasting
  • Identify and mitigate bottlenecks and data gaps to ensure accurate forecasting and pipeline management
  • Manage territory and team sales goals
  • Create weekly and monthly reports to ensure key metrics are tracked and accurate pipeline reporting
  • Analyze sales data for trends to determine sales effectiveness
  • Maintain and update sales pipeline and pipeline spreadsheets
  • Identify opportunities for improving sales efficiency
  • Maintain and update sales forecast spreadsheets
  • Document and report on sales performance metrics
  • Manage marketing collateral
  • Assist

Requirements And Skills:

  • Bachelor’s degree in business, finance, or related field
  • 2+ years’ proven experience in sales operations or sales forecasting
  • Strong analytical, problem-solving, and decision-making skills
  • Excellent verbal and written communication, organizational, and interpersonal skills
  • Strong project management

At Company Name, we celebrate diversity and are proud to be an Equal Opportunity Employer. We are committed to building a team that reflects our values of inclusion and welcome applications from people of all backgrounds, religions, nationalities, genders, , , gender expressions, and ages. We also encourage veteran and individuals with disabilities to apply.

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