Sales Operations Analyst

Summary

Join FinQuery as a Sales Operations Analyst and provide multifaceted support to sales teams, including onboarding new personnel, generating insightful reports, and offering support throughout the sales cycle. You will utilize the CRM tool to maintain accurate customer data, track sales activities, and manage customer interactions. Success in this role requires exceptional organizational and time management skills to handle multiple priorities in a fast-paced environment. Responsibilities include managing service requests, developing reports and dashboards, resolving issues related to quotes and e-signatures, and maintaining data integrity within Salesforce. You will also collaborate with cross-functional teams to enhance sales performance and identify process improvements. The ideal candidate possesses strong analytical, communication, and problem-solving skills, along with experience in creating dynamic reports and dashboards.

Requirements

• Organized, detail-oriented, a self-starter, and a problem-solver
• Able to work in a fast-paced, changing environment with multiple, competing priorities
• Experienced in creating dynamic reports and dashboards
• Proficient in Google Sheets and/or Excel
• Possesses strong interpersonal and communication skills, with the ability to work with cross-functional teams
• Bachelor’s Degree, preferably in computer science, statistics, or a related area
• 1-3 years’ experience working in Salesforce, Salesforce Administrator preferred

Responsibilities

• Provide comprehensive support and assistance to Sales Teams
• Support the Salesforce Administrator with Salesforce-related projects by testing assigned sprint scenarios
• Manage Sales Operations internal service requests
• Develop, prepare, and manage reporting and dashboards within the CRM and Looker for the sales organization
• Offer support by resolving issues related to quotes and e-signature tool
• Administer and maintain BI Tool reporting functionalities
• Organize and curate sales collateral to ensure accessibility for representatives
• Ensure strict adherence of sales teams to established sales processes, policies, and procedures
• Monitor and analyze critical business performance indicators and trends to facilitate strategic and tactical business decisions
• Collaborate closely with Customer Success, Sales, Marketing, and other functional areas to enhance sales team performance and success
• Maintain and ensure data integrity within the CRM tool (Salesforce)
• Conduct thorough closed deal reviews
• Assist in identifying and implementing process improvements
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned

Preferred Qualifications

• Salesforce Administrator Certification
• Accounting related experience
• Experience with Deal Desk functions
• Contract management experience
• NetSuite experience
• Celigo experience
• Looker Experience
• Experience with Salesforce CPQ preferred

Benefits

• Flexible PTO (including 11 holidays and your birthday off)
• 401(k) plan with employer matching
• Great health benefits with multiple plan option
• Option to choose between in office, fully remote, or a hybrid work environment for all employees
• Sabbatical program (4 weeks after 5 years of service)
• Casual dress environment (when in office)
• Catered lunches every Tuesday and Thursday
• Signing stipend for a work-from-home setup
• Free gym membership at our office
• Annual employee development program stipend of $2,000 for each employee
• Parental Leave Benefits
• Fertility/Adoption Assistance
• Annual tutoring stipend for your children
• Mentorship program available immediately
• Regular team outings
• Advancement opportunities based on results, not politics
• Culture that emphasizes inclusiveness driven by our REDI Committee