Sales Operations Analyst II

Duties and Responsibilities

• Aid in designing and implementing initiatives that streamline the sales cycle and enhance sales effectiveness.
• Aid in minor enhancements to CRM and Enterprise Resource Planning (ERP) (e.g., SAP) systems to support sales processes.
• Collaborate with finance and account management teams to help facilitate timely invoicing and payment processing while addressing basic billing inquiries.
• Utilize data analytics tools to create basic reports that provide insights into sales performance and operational efficiency.
• Participate in various projects related to quoting, purchase orders, accounts receivable, and contracts, ensuring smooth operations and communication with key stakeholders.
• Support cross-functional teams in processing and tracking purchase orders, ensuring accuracy and adherence to deadlines.
• Assist in the creation and distribution of accurate quotes to customers, ensuring timely responses and alignment with pricing and contractual terms.

Knowledge, Skills And Abilities

• Ability to learn and adapt processes that drive efficiency and support business objectives.
• Detail-oriented with good organizational and time-management skills.
• Effective communication skills, capable of interacting with various stakeholders in a professional manner.
• Proficient in Microsoft Excel and general CRM software.
• Understanding of sales operations best practices and financial management principles.
• Strong analytical skills with a basic understanding of data reporting and visualization.

Minimum Qualifications

• Bachelor’s Degree in Business Administration, Finance, Marketing, or a related field.
• 2 years of relevant industry experience.
• Familiarity with CRM systems (e.g., Salesforce) and ERP software (e.g., SAP) preferred.