Sales Operations Analyst



IT, Sales & Business Development, Operations
San Francisco, CA, USA
Posted on Sunday, June 9, 2024
Propel Software transforms the way product companies work. Our product value management platform connects commercial and product teams to optimize decision making, drive process efficiencies, and engage customers with compelling products and experiences. Propel has a proven track record of improving product quality, speeding time to revenue and profit, and improving customer satisfaction. Recognized as a Deloitte Technology Fast 500 winner and one of Fortune’s Most Innovative Companies in America, Propel is built on Salesforce and drives product success for hyper growth startups, corporate pioneers, and Fortune 500 leaders in the high tech, medtech and consumer goods industries.
Propel is growing rapidly and we are expanding our Sales Operations team. The sales ops analyst role will partner closely with our sales leadership, professional services, and finance teams to design processes, analyze data for better decision making, and support planning efforts around forecasting, territory design and pipeline/capacity needs. Your strong analytical skills and creative thinking will allow you to make impactful recommendations that advance the priorities and efficiency of the team and the company. Success in this role requires a roll up your sleeves attitude, a team first approach, and an ability to work effectively across different business units.

Job Core Duties

  • Provide sales operations support to revenue generating departments
  • Create, maintain and present reporting and metrics for revenue generating departments via both CRM (SFDC) and sheets.
  • Maintain data hygiene and organization within CRM (SFDC) including, but not limited to: logging executed order forms, logging SOW’s, standardize and maintain SFDC reporting and dashboards, general data clean-up, etc.
  • Format data from CRM and other systems for presentations for regularly occurring meetings for effective decision making
  • Use creative thinking to make recommendations based on data analysis
  • Execute order processing through CRM (SFDC)
  • Collaborate with Finance to provide time tracking data required for professional services billing
  • Use excellent writing skills to draft SOWs based upon input and requests from executives
  • Track various metrics in CRM and other systems and perform varying levels of analysis including, but not limited to: pipeline analysis, win/loss analysis, capacity analysis, performance analysis, and departmental metric tracking

Job Qualifications

  • 5+ years of sales operations experience
  • 3+ years in a Salesforce environment with top-notch Salesforce skills and savvy
  • Strong presentation creation and writing skills (tools: Google Docs,Slides, and Sheets)
  • Detail oriented and organized
  • Strong communication and interpersonal skills (verbal and written)
  • Strong relationship building and collaboration skills - we want an influencer!
  • General and organic curiosity
  • Problem solver and achiever
  • Preferred skills: CPQ, Deal Desk experience and Admin Certified
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Authorization to work in the United States is required; please note that at this time, Propel is not sponsoring visas for any positions.