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Sales Analyst and Operations Manager

Foundant Technologies
Montana, United States
Salary Not specified
Closing date
Dec 13, 2020

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Position Type
Fundraising, Grant Seeking, Programs, Community Outreach, Grant Administration, Grant Making, Administrative, Sales and Marketing
Employment Type
Full Time
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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


Minimum Requirements:

  • 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
  • Goal achievement-oriented
  • 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
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