Sales Operations Analyst
About the job
Joining the Managed Portfolio Sales team as a Sales Operations Analyst offers a fantastic opportunity to contribute to a global leader in investment management. This job is all about enhancing sales team effectiveness through data-driven insights and innovative technology. The team thrives in a collaborative hybrid work environment, where creativity and efficiency come together to achieve exceptional client outcomes.
You'll be responsible for
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Uplifting sales performance reporting
Uplifting and maintaining sales and marketing dashboards to facilitate management reporting and ensuring data integrity.🔗
Managing CRM data quality
Uplifting and maintaining CRM data quality, managing integration with systems and sales tools, and documenting sales workflows.🤝
Coordinating operational support
Coordinating and representing the sales team in internal operational forums and liaising with the marketing team for branded content requests.Key criteria
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Sales operations experience
2-3 years in sales operations or business analytics.View
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Analytical skills
Proven ability to translate data into actionable insights.View
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CRM platform experience
Experience with Salesforce or similar CRM systems.View
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