At Curriculum Associates (CA), we believe a diverse team leads to diversity in thinking, making our products better for teachers and students. If you read this job description, feel energized by what you see here, and believe you could bring passion and commitment to the role, but you aren’t sure you meet every qualification, please apply! Above all, we are looking for the right person!
Job Description for Sales Operations Analyst
Job Description
Summary:
A Sales Operations Analyst will work cross functionally across the Sales teams, supporting the company’s need for a robust Revenue Forecast that reaches various audiences across the company. You will further develop your analytical and data-driven problem-solving skills while gaining an understanding of the K-8 educational industry. In this role, you will interact with a variety of other departments, including Sales, Account Management and IT Business Systems.
Essential duties/responsibilities:
System Enhancements & Data Hygiene:
- Ongoing territory upkeep in SFDC for Account Management and Sales Team.
- Perform routine audits to ensure data accuracy on territory structure and alignment.
- Prepare and load renewal opportunities on a rolling quarterly basis.
Territory Optimization:
- Annual and ongoing updates process to align SFDC to the new territories.
- Ensuring accounts are assigned to the correct Account Managers or Sales Reps.
- Routinely audit SFDC to maintain accuracy for the above tasks.
- Analyze Account Managers Workload data to help with the capacity model.
Annual Target Setting:
- Updating Salesforce with the annual targets and related metrics.
Training
- Create and maintain SFDC training materials for the Sales Team.
- Communicate SFDC enhancements to the Sales/Support Team and training as needed.
Required Job Skills and Abilities:
- An analytic, critical thinker who enjoys solving problems and working with data.
- Tech savvy with expert level Excel & Analytical skills.
- Previous use of SQL and SFDC/Domo/BI Tools experience is a plus.
Required Education and Experience:
- Bachelor’s degree
- 2+ years of relevant work experience in a Sales/Revenue Ops role.
- An organized, detail-oriented individual with excellent time management skills.
- A clear and concise communicator both verbally and in writing.
- A person who thrives in a fast-paced environment and adapts well to change.
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