Demo

Sales Operations Analyst

CaseWorthy
Salt Lake, UT Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/11/2025

Job Type

Full-time

Description

Job Summary

The Sales Operations Analyst will assist with various tasks working with and collating data for Marketing, Sales and Account Management teams.

Job Responsibilities

  • Collaborate closely with the leaders of Sales, Account Management, Marketing and Finance to monitor and report on all aspects of the sales funnel.
  • Review sales contracts for accuracy prior to Finance processing.
  • Ensure data quality of leads coming in, ensuring all required data is captured.
  • Meet at least bi-weekly with the Marketing team to compile data on lead generation, numbers of qualified leads etc. Aggregate data and analyze month over month trends for multiple data points.
  • Meet at least bi-weekly with Account Management team to review trends on pipeline, close rates, upcoming renewals, upsell and cross sell rates.
  • Meet at least bi-weekly with direct Sales team to review trends on pipeline, close rates,
  • Calculate commissions for sales teams based on established plans as well as monitor quota attainment by team and individual.
  • Review marketing and sales data with CEO, CFO and VP of Finance monthly.
  • Performs other related duties as assigned.
  • Ability to travel nationwide, up to 10% annually.

Requirements

Job Skills & Qualifications

  • B.A. / B.S. in Finance.
  • Three to five years of accounting experience required.?
  • Experience with NetSuite, NSPB and HubSpot a plus.
  • Strong Excel skills.
  • Excellent organizational skills and attention to detail.?
  • Excellent written and verbal communication skills.?
  • Proficient in Microsoft Office Suite, Teams and / or similar software.?
  • Salary Description

    60,000-$75,000

    Salary : $60,000 - $75,000

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