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Supports global sales operations by maintaining territory alignment, account disposition, rules of engagement, forecasting, KPIs, pipeline insights, Salesforce processes, data governance, and sales technology adoption. Partners with regional leaders, IT, and sales stakeholders to improve processes, data quality, operational consistency, and revenue performance. The role also supports quarterly business reviews, territory assignments, sales communications, and cross-functional issue resolution.
Position Summary:
The Sales Operations Analyst will work with the Global Sales Operations Director to drive consistency and discipline throughout the global Sales organization with a primary focus on the American market. This person will ensure territory alignment is maintained, accounts are dispositioned correctly, and Rules of Engagement are captured and documented, to help the organization achieve their business goals, objectives, and metrics. Positioning their organizations to achieve quarterly/annual revenue and profitability targets.
The Sales Operations Analyst will:
- Assist in making sound and timely business decisions to drive short term and long term performance
regarding sales and pipeline creation
- Ensure all sales operations communications are clear and effectively managed.
- Improve sales performance through better processes, technology, methodologies and identify risks
This role contributes to the success of the sales organization and its ability to meet/exceed Geographic and Business Unit targets.
Responsibilies:
- Support region leaders’ forecast & quarterly business reviews by providing insights and recommendations to accelerate growth
- Develop, measure, and maintain operational excellence for sales teams including Key Performance Indicators (KPI)
- Represent Sales Organization to IT for systems and tools related projects and other cross-organizational sales and marketing tool, as well as driving region adoption
- Support Go-to-Market infrastructure including territory assignment and maintenance
- Interpret & support Rule of Engagement execution proactiviely & effectively
- Act as as primary contact to sales organization for operational support including Salesforce process
- Implement regular data governance and hygiene/quality processes. Proactively monitor and maintain high levels of quality, accuracy, and process consistency, and find opportunities for improvement in Saleforce.
- May perform other job duties as directed
Required Skills and Experience:
- 5+ years of Sales Operations experience
- Ideally 3+ years of significant experience with a software or hi-tech company
- Data analysis and data modeling, familiarity with quota setting, sales metrics such as Productivity, Pipeline management, etc.
- Extensive experience in using Salesforce.com, CPQ, MS Excel, MS PowerPoint and dashboards tools
- Strong written and verbal communication skills
- Creative and distinctive problem-solving skills
- Highly collaborative style and the ability to adjust on the fly to new demands with a sense of urgency
- Experience in working with sales leadership stakeholders is preferred
- Strong communicator who can lead and facilitate for resolving issues or challenges both within a team and/or other departments, coordinator of work flow and problem solver
- A strong bonus would be AI Experience and implementing AI within a sales operations environment
Education/Licensing/Certification:
- College Degree preferred, or 7+ years equivalent work experience
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What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
