Sales Operations Analyst

Sales Data & Reporting

• Ensuring accurate sales activity, key accounts, performance, pipeline and territory data in Salesforce and other systems
• Preparing and distributing recurring reports for Sales Leaders, and National Account Managers
• Processing Quarterly sales incentives
• Overseeing sales performance reviews (including managing databases or folders supporting review cycles)
• Supporting National Accounts with customer data, reporting packages, and QBR preparation
• Coordinating creation and updates of customized customer reports as needed
• Supporting Quarterly Business Reviews (QBRs) with data pulls, slide preparation, and performance summaries

CRM & Sales Tools Support

• Being a primary resource for routine Salesforce questions, basic troubleshooting, and system navigation for the sales team
• Conducting routine data cleanup, validation, and routine system audits to ensure data accuracy
• Maintaining sales documentation, templates, and process guides
• Aiding in system access coordination in partnership with IT

Sales Onboarding & Training Support

• Coordinating new Sales Representative onboarding, including scheduling, system setup, and training on:
• Salesforce
• Outlook
• Exchange
• iPhone/mobile tools
• Expense reporting tools
• Sales Intranet and internal workflow systems
• Maintaining and updating training and product knowledge materials at the direction of Sales Leadership
• Supporting onboarding in tools, reporting standards, and basic RevOps processes

Sales Event & Meeting Support

• Supporting planning and coordination of customer engagement events
• Aiding in trade show logistics, including booth setup coordination, hotel bookings, meeting appointments, and registration management
• Maintaining and distributing the Sporting Event Ticket Log for Sales teams
• Providing operational support for Sales Meetings, including materials preparation, agenda coordination, and reporting packages

Sales Process & Cross-Functional Coordination

• Helping standardize, document, and maintain sales processes and operational workflows
• Partnering with Marketing to ensure accurate lead assignment and tracking
• Working with Finance and Sales Leadership to gather data for forecasting, budgets, and performance reviews
• Collaborating with IT on user access needs and minor system configuration adjustments
• Identifying opportunities for incremental process improvements that increase sales efficiency