Position Summary: The responsibility of the Sales Analyst and Operations Manager is to ensure sales systems, processes and team members are all supported and running efficiently to maximize revenue. The Sales Analyst and Operations Manager serves as the go-to individual for any sales operations (sales systems, process, sales projects, etc.). The following responsibilities for this role are outlined below:
Serve as liaison between Sales and other departments to ensure accurate and timely communication and collaboration
Work closely with the Finance team on the contract and order management process
Ensure a seamless handoff from Sales to Client Services and Support teams
Work closely with members of the Sales, IT, Client Services, Marketing, and Product teams regarding planning, process management, revenue analysis and productivity
Support VP of Sales to collect, input, verify, correct and analyze data to measure key performance indicators versus business objectives
Assist with Sales Plan and Quota Plan, including quota allocation and modeling.
Manage and run one-on-ones with SDRs/BDRs and interns
Provide updates to VP of Sales regarding intern and SDR/BDR KPIs and recommend actions to improve performance. Create and maintain onboarding content and manage the onboarding of all new interns and SDRs/BDRs
Be an active member of the SDR/BDR team, helping drive sales-generated leads and timely lead follow up on all marketing-generated leads across GLM, SLM and CSuite products
Manage, maintain and verify compliance of department use of sales systems including but not limited to Salesforce, Jira, Uberflip, DocuSign, Marketo, Zoom, Google Drive, and Notion
Manage, maintain and verify the compliance of department use of sales processes across products, in addition to collecting and implementing feedback from team members on improvements to our processes
Create, prepare and own the reporting and dashboards for the sales organization KPIs
Track and communicate Sales KPIs within the Sales Department and across company-wide status update meetings
Assist in monthly and quarterly sales analysis for team meetings
Identify opportunities for process improvements and escalate system issues
Lead ad-hoc team and company-wide projects (examples: L&D WalkMe, SAFe, ABM, and target sales and marketing campaigns)
Be a point of contact for Sales data within Salesforce and share information from Salesforce accordingly
Bring competency with our data in Salesforce and other data sources to capture different views into the business
Expand on and develop new agile operational models around pipeline health and deal management
Follow your curiosity and pursue hunches to uncover deep insight to steer our go-to-market investments; you will be bringing new perspectives to the table
2+ years of operational and management experience, with at least 1+ years in an sales analytical or ops capacity
Expert Salesforce user: Ability to create and manage complex dashboards & reports, custom report types, calculated fields, workflows
Advanced Microsoft Suite and Excel skills: Skilled at sumifs, index/match and vlookup, and table formulas
Strong experience modeling complex problems, both conceptually and tactically (spreadsheets, analysis tools, visualization)
Endless curiosity and enjoy digging deeper for better understanding
Want to be a key part of impacting the philanthropic community
Are passionate, enthusiastic and eager to learn
Are a strong team player with a can do attitude
Possess an aggressive, positive attitude and strong collaborative streak
Have impeccable organizational skills and consider yourself a self-starter
Founded in 2007, Foundant Technologies focuses on improving the funding processes by providing web-based (SaaS) solutions to grantmakers, community foundations and nonprofits. Our company has been ranked on the 2014 through 2019, Outside Magazines list of the 100 Best Places to Work. Building and delivering a great experience to our customers is a top priority at Foundant which means that hiring customer focused team members is critical to our companys and our customers success. Read some of our case studies and testimonials on our resources page and our Grantseekers page and youll know what being part of the Foundant team means!
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