Territory Planning & Management
Develop, implement, and maintain sales territory models to ensure balanced workload and market coverage.
Partner with sales leadership to evaluate territory performance and make recommendations for optimization.
Forecasting & Reporting
Support the development and refinement of sales forecasts by analyzing historical trends, pipeline data, and sales activity.
Maintain and deliver regular reporting packages for sales leadership, including forecast accuracy, attainment, and trending analysis.
Collaborate with Finance and Sales to ensure alignment on forecast methodologies and targets.
Pipeline Management
Monitor pipeline health, coverage, and movement to provide visibility into sales performance and future revenue.
Identify gaps, risks, and opportunities within the funnel and recommend actions to improve conversion rates and deal velocity.
Support sales reps and managers with insights and tools to manage their pipelines effectively.
Systems & Tools Optimization
Serve as a key business user and administrator for CRM (e.g., Salesforce) and related sales systems.
Drive process improvements and system enhancements to streamline sales operations and improve user experience.
Coordinate with IT and vendors to test, implement, and train on new tools and system updates.
Bachelor’s degree in Business, Finance, Economics, or a related field preferred.
2–5 years of experience in Sales Operations, Business Operations, or a related analytical role.
Strong analytical skills with proficiency in Excel, Salesforce (or other CRM systems), Anaplan and BI/reporting tools (e.g., Tableau, Power BI)
Excellent communication and interpersonal skills with the ability to work across functions and levels.
Highly organized and detail-oriented with a proactive and problem-solving mindset.