
Credgenics - Sales Operations Analyst
2 weeks ago
Overview:
We're seeking a detail-oriented and data-driven Sales Analyst to empower our sales team with actionable insights, operational excellence, and process improvements.
You'll be responsible for analyzing sales data, optimizing workflows, managing licensing and order processes, and ensuring CRM data accuracy - all to drive sales performance and operational efficiency.
Key Responsibilities:
- Manage daily quote creation, approvals, and order processing; ensure timely and accurate data entry.
- Oversee the order-to-cash cycle, maintaining data hygiene and compliance.
- Ensure software licensing aligns with contractual entitlements, safeguarding revenue integrity.
- Maintain and update the CRM system (e.g , Salesforce, HubSpot), ensuring complete and accurate records.
- Act as a liaison with stakeholders across all levels to gather, document, analyze, and validate business processes and requirements.
- Analyze sales performance metrics and provide insights and recommendations for improved results.
- Support special projects, process improvements, and sales operations initiatives.
- Provide training and guidance to team members on tools, systems, and workflows.
- Collaborate with the sales team to achieve both individual and team goals.
What We're Looking For:
- Experience: 3+ years in sales operations, sales analysis, or related roles.
- Technical Skills: Proficiency in CRM platforms (e.g , Salesforce), Advanced Excel, and Microsoft Office Suite (PowerPoint, Word).
- Education: MBA/Master's degree in Economics, Finance, Organizational Management, Business Management, or related field.
- Strong analytical, organizational, and communication skills with the ability to work independently and prioritize effectively.
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