Sales Operations Analyst I

at  Vertex Inc

Job Description:
This position is responsible for assisting the organization and support projects that involve sales strategy implementation, process improvement, systems enhancements, and internal sales communications.

KNOWLEDGE, SKILLS AND ABILITIES:

• Innovative thinking and analytical skills
• Proven track record of being highly motivated and self-directed - you should be able to drive a project from conception to start to finish, not just execute on an existing plan.
• Familiarity with how CRM’s work.
• Microsoft Excel skills.
• Microsoft Access skills preferred.
• Strategic thinker who can take broad visions and concepts, develop and execute structured plans, actions and assess results through measurable metrics
• Problem solver with affinity for complex and creative problem solving and the desire to create and build new processes
• Excellent communications skills including strong presentation skills and the ability to articulate complex concepts to cross functional audiences verbally and in writing
• Strong organizational skills and attention-to-detail with the ability to multi-task and prioritize
• Strong cross-functional collaborator and ability to build relationships with cross-functional stakeholders at all levels
• Proven experience designing and implementing programs that improve sales and/or field productivity
• Proven excellence in program and project management; proven ability to lead and manage at senior levels without direct authority
• Deep understanding of sales and marketing functions and ability to work well with both constituencies

EDUCATION AND TRAINING:

• Bachelor’s Degree in Business or related field or equivalent experience
• Exposure to Sales Operations, Sales Training, Sales Management, Business Development, and/or Sales Enablement
• Experience in collecting and synthesizing data and measuring key sales metrics to drive sales, customer retention and program effectiveness as well as creating, supporting a comprehensive
• Salesforce.com (SFDC or SalesForceDotCom) dashboard and reporting program preferred
• Experience supporting an Enterprise Sales organization preferred
• Experience developing and leading Sale Operations processes preferred
• Sales experience a plus
• Salesforce certification(s) preferred.
• Or equivalent combination of education and/or experience
  Other Qualifications

The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Develop, implement, and maintain ongoing business processes and/or improvements leading to enhanced sales productivity.
• Develop and implement a sales operations and analytics roadmap that yields increased productivity, improved customer interactions and sales competence using best practices.
• Use of Salesforce.com Lighting reports and other applicable analytics platforms (Qlik, PowerBI, etc.) to support:
• Go-to-market (GTM) / Account based sales analytics and strategies
• To directly support GTM areas of Sales, Channel, Partner, and Alliances
• Identify whitespace opportunities in specific geographies and industries
• Monitor and track Leads, Activities, Pipeline and Forecast
• Work closely with Sales, Marketing, Product Management and others to effectively communicate the organization’s value proposition
• Enabling the Sales and Channel organization to replicate key reporting and analytics and messaging effectively in all interactions
• Updating workflows in Salesforce.com (or another CRM system).
• Debugging things gone awry.
• Optimizing sales efficiency by refining processes and making systematic enhancements.
• Resolving operational inconsistencies and bottlenecks that are slowing down the sales team.
• Maintaining software and systems sales teams also for email prospecting, call recording, contract management, etc.
• Building and maintain report within CRM system.
• Updating workflows
• Provide the data that guides conversations regarding major business decisions
• Participate in other projects or duties.