What are the responsibilities and job description for the Sales Operations Analyst position at Baker Hill Solutions?
Primary Responsibilities |
The Sales Operations Analyst is tasked with managing all aspects of Salesforce, overseeing pipeline reporting, handling RFPs, and maintaining our other sales tools and systems. This position reports directly to the Director of FP&A and Revenue Operations and plays a crucial role in delivering accurate and timely sales forecasts. This role is responsible for ensuring Salesforce data remains clean, accurate, and current. The sales team will rely on this role for training and guidance on both Salesforce usage and our sales processes.
You’ll Excel in This Position If: |
- You are innovative and always thinking of ways to make things better.
- Attention to detail and accuracy matter to you.
- You are comfortable keeping others accountable for timely and accurate updates of their information responsibilities
- You hold yourself to a high standard and take ownership over your role.
- You can handle multiple priorities at one time and have a positive attitude about added responsibilities.
- You are great working with other people, listening, and meeting people's needs.
- Your overall goal is to add value to the company, any way that is needed.
What You’ll Do: |
- Salesforce Management: Keep Salesforce clean, accurate, and updated, including managing opportunities and client records, creating and updating reports/dashboards, and ensuring everyone's on the same page with sales data.
- Support the Sales Team: You'll be the main contact for our sales team for Salesforce questions, training, improvements, sales process, and new hire onboarding.
- Manage Pipeline Reporting: Provide insights to leadership by analyzing data, update monthly reports for the board and operations meetings, and establish accurate new sales forecasts.
- RFP Management: Take the lead in gathering all the information needed for RFPs.
- Systems Management: Manage tools like ZoomInfo, Salesloft, BankReg/Callahan, and PandaDoc to enhance our sales operations.
- Cross Department Collaboration: Build relationships across departments to improve overall sales operations, working closely with marketing, finance, and operations.
- Handle Boomi integration between Salesforce and Netsuite and assist and provide back up for other Finance related activities
Education: BA/BS in Technical or business-related field (Marketing, Management Science, Accounting, Finance, Economics, MIS) - preferred
Skills/Experience Required:
- Strong in Excel, PowerPoint, and Salesforce administration is required
- PowerBI a plus
- 1-5 years in sales or business operations, with a track record of making things better.
- Ability to turn high-level strategies into actionable processes and see them through.
- Analytical and demonstrated ability to extract key business insights through data analysis