Sales Operations Analyst

his is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO

The wage for this position is between $65,000 - $82,000

Please apply to only one location only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position.

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.

Connection: Connection is important. You lift others up because when they grow you grow.

Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Become a part of the innovative and dynamic Guidant Financial team as a remote Sales Operations Specialist! In this vital and influential position, you will be instrumental in enhancing our sales operations by carefully managing data and generating insightful reports in Salesforce, which are crucial for making informed decisions. Furthermore, you will take the lead in training our team on various process improvements, ensuring everyone is well-prepared to utilize best practices for optimal efficiency. Your duties will also include providing essential support for a range of operational tasks, aiding in the overall success and seamless operation of our sales activities. Achieving success in this role involves possessing in-depth knowledge and ownership of sales data and tools that enhance our work processes.

What You’ll Be Doing

• Evaluate, monitor, and communicate key sales metrics and insights that will empower leadership to develop effective sales strategies.
• Develop, maintain, and improve Salesforce dashboards, reports, and data visualizations to highlight performance metrics.
• Identify opportunities for sales training and manage weekly training schedules.
• Collaborate with cross-functional teams to design and implement Salesforce reporting solutions that meet various stakeholder needs.
• Ensure data integrity within Salesforce by conducting audits and rectifying any discrepancies.
• Manage and optimize the data structures, hierarchies, and user permissions within the sales software ecosystem to align with the organization’s workflows.
• Support sales forecasting and strategic planning by providing accurate and timely data-driven insights.
• Train and assist end-users in utilizing Salesforce reporting tools and adopting best practices for effective data management.
• Perform administrative responsibilities, including training coordination, workflow management, tool implementation, communication, and scheduling.
• Understand, update, and maintain the Salesforce architecture, tools, fields, and overall framework.
• Manage incentive programs
• Review and analyze all contracts and supplemental sales materials
• Performs other duties as required

Requirements

• We are in search of candidates who possess 3 to 5 years of experience in sales operations or a related business area.
• At least 3 years of experience with customer relationship management (CRM) systems is required, with a strong preference for those familiar with Salesforce.
• Proficiency in databases and spreadsheet applications is essential.
• We prioritize exceptional attention to detail.
• We are looking for individuals who are critical thinkers and adept problem solvers.
• The ability to collaborate effectively with various departments to propel initiatives forward is necessary.
• Exceptional communication skills are required.
• Candidates should excel in a self-directed environment as independent workers.
• We promote the establishment of an inclusive workplace where everyone feels a sense of belonging, encouraging all employees to share their ideas, ask questions, and receive recognition.