Sales Operations Senior Analyst

Responsibilities

• Reporting: Own recurring and ad-hoc sales reporting processes; analyze sales performance trends and proactively identify opportunities for improvement.
• Data Management: Maintain and improve data integrity across our CRM and reporting tools; implement processes to ensure accurate, timely inputs.
• Training: Provide training and guidance to the sales team on data management best practices.
• Requirements Gathering: Translate business needs into clear, structured documentation, including business requirements, workflows, and logic specifications, for our CRM and internal tools.
• Research: Conduct research on prospective client accounts to inform sales strategy and approach.
• Cross-Functional Collaboration: Partner with Technology, Marketing, Legal, Finance, and Operations to streamline data sharing and ensure alignment across systems.

Required Qualifications

• Education: Bachelor’s degree in Data Analytics / Science, Business Administration, or related field. Experience in clean energy or sustainability is a plus.
• Experience: 1+ years of experience in sales operations, business operations, analytics, or a similar function, ideally in a fast-paced or mission-driven environment.
• Technical Skills: Strong proficiency in Excel and PowerPoint (or similar tools), with the ability to analyze data and create clear, professional presentations.
• Attention to Detail: Accuracy in running reports, maintaining records, and conducting research.
• Organizational Skills: Ability to manage multiple tasks and prioritize effectively.
• Problem-Solving Skills: Ability to address challenges and provide solutions efficiently.
• Communication: Strong written and verbal communication abilities.
• Teamwork: Capacity to work collaboratively with sales team and other departments.

Preferred Qualifications

• Technical Skills: Familiarity with CRM software (Microsoft Dynamics 365, Salesforce, etc.) and data visualization tools (e.g., Power BI, Tableau).
• Business & Technical Communication: Ability to translate business needs into technical requirements and vice versa.
• Documentation: Experience writing business requirements, user stories, or SOPs is a plus (Agile or semi-Agile environments preferred).
• Certifications: Relevant certifications such as Microsoft Excel Expert are a plus.