Carolinas Investment Consulting is hiring a
Analyst

Summary

Join our team as a Sales Operations Analyst to support our growing Sales team in making healthcare more affordable and accessible. As a data-driven and strategic analyst, you will play a critical role in supporting internal processes, maintaining data integrity, and serving as a bridge across Sales, Marketing, Client Management, and beyond.

Requirements

• Minimum 2 years of related experience in sales operations, revenue operations, or general business operations
• Experience with Salesforce CRM required
• Experience in analytical reporting
• Experienced level of proficiency with Google Sheets / MS Excel and Google Slides / MS Power Point
• Self-motivated with strong communication and interpersonal skills; must be able to manage multiple priorities concurrently

Responsibilities

• Own CRM data hygiene, accuracy and integrity through exception reporting, meticulous validation and cleansing processes
• Maintain Salesforce hierarchy/territories and reassign accounts, contacts, and opportunities in response to internal and/or market changes
• Work with Marketing and Sales to ensure new accounts and contacts are generated and assigned promptly and appropriately according to assigned territories
• Promote data cleanliness and accuracy by detecting and resolving inconsistencies or duplicates and performing data adjustments as needed
• Support overall territory optimization, identification and qualification of new account targets
• Manage questions with the team as it relates to accounts, territories, and system assistance
• Develop/maintain enablement documentation for sales processes
• Proactively uncover potential process gaps or issues and offer insights for optimization
• Deal desk process support: maintain decision documentation, coordination with Sales and Finance, and support ongoing process optimization
• Liaise with Salesforce admin to own business requirements of new or existing processes
• Own data tools (Apollo.io, LinkedIn, Groove)
• Collaborate closely with Marketing Operations on optimizing connectivity between sales and marketing systems and processes
• Enable data-driven decision-making by analyzing information from multiple sources and presenting coherent insights
• Conduct ad hoc analysis and communicate findings effectively (marketing campaign performance, sales territory coverage, pipeline movement/forecast accuracy, etc.)
• Develop and maintain dashboards and reports with key metrics to optimize sales programs and marketing activities
• Sales pipeline support: enforce pipeline hygiene, sales forecast alignment, support staging and data compliance and monthly sales pipeline reviews

Benefits

• Salary Range*: $80,300 - $105,000
• This role is equity eligible
• This role offers a competitive benefits and wellness package