Sales Operations Analyst

Agilyx Group; Victoria; On-site; CAD 50,000 - 80,000; Full time

Job summary

An innovative technology services company is seeking a Sales Operations Analyst to enhance the effectiveness of its business development team. This role involves ensuring smooth sales processes, maintaining accurate data in the CRM system, and providing strategic insights to support the North American sales team. The ideal candidate will have strong analytical skills, excellent communication abilities, and a proactive approach to identifying inefficiencies. Join a dynamic team that values contributions and fosters a culture of inclusivity, where your insights can drive significant improvements in sales operations.

Qualifications

• Experience in managing bid responses and supporting sales processes.
• Strong analytical skills for data analysis and reporting.

Responsibilities

• Support sales team with bid responses and maintain CRM data integrity.
• Generate reports on sales performance and analyze trends for improvement.

Skills

Salesforce CRM

Analytical Thinking

Presentation Skills

Verbal Communication

Written Communication

Tools

ERP Software

SaaS-based Software

Job description

Job Context

Agilyx is a change-ready technology services company whose purpose is to build better organizations by empowering people at work to be their best.Our dedicated team is passionate about empowering organizations with world class technology solutions delivered with our ‘Extraordinary as a Service’ (XaaS) ethos. Whether we’re implementing an ERP or Revenue Management solution or providing a full system analysis, we’re driven to deliver valuable, long-term solutions matched with a world-class customer services team.

Purpose

The Sales Operations Analyst plays a pivotal role in enhancing the efficiency and effectiveness of a Agilyx’s business development team.Responsibilities revolve around ensuring smooth sales processes, accurate data management, and alignment between sales and other departments.

The primary purpose of this role is to take responsibility to:

• Support the North American sales team with bid responses and strategic insights.
• Support the integrity of our sales data.
• Make recommendations and document improvements to our sales process.

Responsibilities

The Sales Operations Support Analyst will work in the following areas:

• Ensuring that the CRM system (Salesforce) is updated with accurate client information, sales activity, and pipeline data.
• Generating regular reports (daily, weekly, or monthly) on sales performance, including quota attainment, revenue tracking, and forecast accuracy.
• Analyzing sales data to identify trends, insights, and areas for improvement.
• Creating and maintaining documentation for sales processes, policies, and procedures to ensure consistency and clarity for the team.
• Identifying bottlenecks or inefficiencies in the sales process and suggesting improvements or automations.
• Monitoring the sales pipeline to ensure deals are progressing and supporting the sales team in moving deals forward.
• Assisting with sales forecasting by gathering data, validating inputs from the sales team, and ensuring the forecast is realistic and accurate.
• Organizing team meetings, client calls, and sales events or conferences, ensuring smooth execution and logistics.
• Assisting in tracking and calculating sales commissions and incentives based on performance metrics.
• Acting as a liaison between sales and other departments (like marketing, finance, or customer support) to ensure that the sales team has the information and resources they need.
• Facilitate warm introduction of qualified prospects to Account Executives.

Accountabilities

• Conduct market research to support sales strategies and identify new business opportunities.
• Analyse customer feedback and sales data to improve customer satisfaction and sales processes.
• Ensure all sales operations comply with company policies and industry regulations.
• Lead or participate in sales-related projects to drive strategic initiatives and improvements.
• Developing and maintaining detailed sales reports and dashboards to track key performance indicators (KPIs) and sales metrics.
• Identify inefficiencies in sales processes and implemented improvements, resulting in increased productivity and efficiency.
• Experience in the development of accurate sales forecasts and budgets based on historical data and market trends.
• Ensured the accuracy and integrity of data within the Customer Relationship Management (CRM) system, leading to improved data quality.
• Knowledge of ERP/HR/Payroll/Financial software orSaaS-based software sales.
• Experience with Salesforce CRM is desirable.

Competencies and Behaviors

• Excellent presentation skills.
• Excellent verbal and written communications skills.
• Analytical thinking.
• Proactive communicator.
• Enjoys digging into the details.
• DesireforcareerprogressionintoanAccountExecutive role.
• Proven experience in managing and supporting bid responses ideally with an APMP certification is desirable.

We believe that the unique contributions of our team create our success. To ensure that our culture continue to incorporate everyone's perspectives and experience, we never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status.

To provide you the best experience, we can support with accommodations or adjustments at any stage of the recruitment process. Simply inform our Recruitment team during your conversation with them.