Senior Sales Operations Analyst (Legal / Compliance)
The Senior Sales Operations Analyst supports and manages operational and administrative workflows and reporting for New Partnerships and Partnership Management (Sales). This position involves executing and optimizing key operational strategies and objectives as determined by the Director of Sales Operations and the VP Partnerships stakeholders respectively. From an operations perspective, this position requires extensive cross functional collaboration and subject matter expertise of departmental tools, processes, best practices and knowledge. This role involves developing and producing timely and accurate operational and financial reporting and dashboards. Importantly, a key responsibility is the administration and ongoing configuration (as required by the business) of the Sales section of the business unit CRMs (Salesforce). The Senior Sales Operations Analyst will also serve as the primary liaison between Sales and Legal, Finance, Marketing, and Enablement Business Partners.
Required Job Qualifications (minimum 3+ years) :
- Serving as a Sales Operations Analyst within medium to large enterprise organizations developing and implementing operational procedures in a complex matrix environment.
- Professional experience in a software development and services environment.
- Salesforce : Develop and maintain KPI and Sales productivity and pipeline dashboards and reporting for Sales.
- Education : Bachelor's degree required | MBA preferred
Preferred Job Qualifications (minimum 3+ years) :
A Minimum of 5 years of Legal / Compliance industry experience preferred.Advanced in Tableau, Power BI, Microsoft Office (especially Excel and PowerPoint), MS Project and SharePoint proficiency.Must be reliable and deadline oriented.Data analysis skills sufficient to recognize data anomalies, problems and correct or recommend corrective action.Strong interpersonal and communication skills.Ability to work independently and as part of a team sufficient to accomplish Sales Operations objectives.Must be detail oriented and a critical thinker and able to work without direct supervision.Creative problem solving skills.A passion for success of the overall enterprise.Essential Duties and responsibilities :
Operational : Assist with account / territory transfers and quota adjustmentsRuns territory optimization and deployment analytics and provides necessary input for annual territory / quota reviewDocument and communicate new processes to the sales organizationHelps identify specific targets within market sub-segments; prioritizes targeted opportunities for sellersWorks with Marketing to define Lead Maturation process; act as proprietor of the processIdentifies ways to automate and / or streamline manual processes; partners with other internal teams to optimize cross-functional workflowsCreation and maintenance of all Sales documentation relating to PartnershipsCollaborate with Finance Business Partner for pricing worksheets, opportunity to order administration and deal financial modeling as related to recognized revenue timing and margin impactGeneral Sales Support as neededPerform other duties as assigned by sales operations managementCRM :Administer and implement sales automation policies and procedures for ensuring the security and integrity of the company's Salesforce.com dataResponsible for managing the sales process and change management process within Salesforce.com, as well as rebuilding new processes & applications as needed, database management and cleanup, uploads & exports, and support sales teamsIdentify and implement new Salesforce.com functionality in conjunction with the SFDC Admin (both within the product and by integrating 3rd Party Applications) driving process efficiencies and new functionalityProvides training and support for users on the operational functions of Salesforce.comOn-board and training new employees on SalesForce.com and other sales processesManage and coordinate with the SFDC Admin all data loads to SFDC ensuring the accuracy and timelinessReporting :Facilitate the delivery of ad hoc reporting for sales managementAssist sales management in the creation and modification of Tableau sales reports, custom SF Analytics or Power BI dashboards, and campaigns to meet business needsConducts analysis to understand health of CT Sales pipelineCreate pipeline reports and enforces rules of standardization to ensure for an accurate sales funnelOther duties may apply as needed and required.Additional Information (Benefits Start on Day 1) : Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including : Medical, Dental, & Vision Plans, 401(k), FSA / HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.
