Business Analyst 3 — Sales Operations Analyst

WCL Group; Plano (TX); Presencial; USD 51.000 - 69.000; Jornada completa

Descripción de la vacante

WCL Group is seeking a Business Analyst 3 – Sales Operations Analyst to drive end-to-end sales operations, including pipeline forecasting, territory planning, and quota administration. You will partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove blockers.

The role focuses on CRM management, data analytics, and developing dashboards to surface performance insights while leading continuous improvement across operations and tools.

Formación

• Bachelor's degree in Business Administration, Business Operations, or a related field (Master's degree a plus).
• 5+ years of experience in Sales Operations, Business Operations, or a related analytical/operations role.
• 3+ years of call center operations experience (strongly preferred).
• Strong proficiency in CRM platforms (Salesforce preferred) and sales enablement tools.
• Advanced skills in Microsoft Excel and/or Google Sheets (pivot tables, VLOOKUP, complex formulas, build dashboards in Excel and/or Power BI).
• Demonstrated ability to manage and analyze large datasets and translate findings into actionable business insights.
• Proven project management skills with the ability to prioritize and manage multiple initiatives simultaneously.
• Strong written and verbal communication skills with the ability to present to executive audiences – Skilled in Power Point is preferred.

Responsabilidades

• Support the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration.
• Partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove operational roadblocks.
• Serve as a key point of contact for sales enablement tools, systems, and processes across the DA organization.
• Assist in the development and execution of sales enablement programs, training materials, and onboarding resources to improve seller productivity and effectiveness.
• Oversee call center customer service operations for assigned accounts.
• Develop, maintain, and enhance dashboards, reports, and scorecards to provide actionable insights on sales performance, KPIs, returns, and business trends.
• Conduct deep-dive analyses to identify patterns, gaps, and opportunities within the sales funnel and revenue pipeline.
• Translate complex data sets into clear, concise narratives and recommendations for senior leadership and stakeholders.
• Monitor data integrity across CRM and related sales systems, ensuring accuracy and consistency of reporting.
• Identify and lead continuous improvement initiatives that enhance the efficiency and scalability of sales operations processes, including initiatives to reduce returns.
• Document standard operating procedures (SOPs) and best practices for key operational workflows.
• Assist in managing cross-functional projects from initiation through completion, ensuring timely delivery and stakeholder alignment.
• Support change management efforts related to system implementations, process redesigns, and organizational updates.
• Manage and maintain CRM platforms (e.g., Salesforce), including data hygiene, user support, and process configuration.
• Collaborate with IT and systems teams to evaluate, implement, and optimize sales technology solutions.
• Provide end-user training and support for sales tools and platforms.
• Act as a liaison between the DA Sales team and internal operations, finance, logistics, and analytics functions.
• Prepare and present operational updates, business reviews, and performance summaries to leadership.
• Build strong working relationships with stakeholders at all levels of the organization to ensure alignment and effective execution.

Conocimientos

Sales Operations

Business Operations

Call Center Ops

CRM (Salesforce)

Excel / Power BI

Data Analysis

Project Management

Executive Communication

PowerPoint

Agile / Jira

Educación

Bachelor's degree in Business Administration/Operations

Master's degree (a plus)

Herramientas

Salesforce

Power BI

Tableau

Jira

Zendesk

Descripción del empleo

CLIENT HIGHLIGHT

The client you will be working for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This opportunity will give you experience in the technology sector in the United States with a company that is a globally recognized leader in smartphones, televisions, home appliances, and semiconductor innovation — and one of the most well‑known brands in the world.

LOCATION

Plano, Texas, 75023

COMPENSATION

$43.15 per hour

SCHEDULE

Monday-Friday (40 hours) Fully onsite

CONTRACT TERM

12-month contract with high likelihood of extension or conversion to full-time employee

POSITION OVERVIEW – Business Analyst 3 — Sales Operations Analyst

This role supports the end-to-end sales operations lifecycle for the DA (Decision Analytics) Sales organization, including pipeline management, forecasting, territory planning, and quota administration. The role serves as a key point of contact for sales enablement tools and systems, develops dashboards and reporting to surface sales performance insights, leads process improvement initiatives, administers CRM platforms, and acts as a liaison between the DA Sales team and internal operations, finance, logistics, and analytics functions.

RESPONSIBILITIES

• Support the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration
• Partner with Sales, Marketing, Finance, and DA leadership to streamline processes and remove operational roadblocks
• Serve as a key point of contact for sales enablement tools, systems, and processes across the DA organization
• Assist in the development and execution of sales enablement programs, training materials, and onboarding resources to improve seller productivity and effectiveness
• Oversee call center customer service operations for assigned accounts
• Develop, maintain, and enhance dashboards, reports, and scorecards to provide actionable insights on sales performance, KPIs, returns, and business trends
• Conduct deep-dive analyses to identify patterns, gaps, and opportunities within the sales funnel and revenue pipeline
• Translate complex data sets into clear, concise narratives and recommendations for senior leadership and stakeholders
• Monitor data integrity across CRM and related sales systems, ensuring accuracy and consistency of reporting
• Identify and lead continuous improvement initiatives that enhance the efficiency and scalability of sales operations processes, including initiatives to reduce returns
• Document standard operating procedures (SOPs) and best practices for key operational workflows
• Assist in managing cross-functional projects from initiation through completion, ensuring timely delivery and stakeholder alignment
• Support change management efforts related to system implementations, process redesigns, and organizational updates
• Manage and maintain CRM platforms (e.g., Salesforce), including data hygiene, user support, and process configuration
• Collaborate with IT and systems teams to evaluate, implement, and optimize sales technology solutions
• Provide end-user training and support for sales tools and platforms
• Act as a liaison between the DA Sales team and internal operations, finance, logistics, and analytics functions
• Prepare and present operational updates, business reviews, and performance summaries to leadership
• Build strong working relationships with stakeholders at all levels of the organization to ensure alignment and effective execution

REQUIRED QUALIFICATIONS/SKILLS

• Bachelor's degree in Business Administration, Business Operations, or a related field (Master's degree a plus)
• 5+ years of experience in Sales Operations, Business Operations, or a related analytical/operations role
• 3+ years of call center operations experience (strongly preferred)
• Strong proficiency in CRM platforms (Salesforce preferred) and sales enablement tools
• Advanced skills in Microsoft Excel and/or Google Sheets (pivot tables, VLOOKUP, complex formulas, build dashboards in Excel and/or Power BI)
• Demonstrated ability to manage and analyze large datasets and translate findings into actionable business insights
• Proven project management skills with the ability to prioritize and manage multiple initiatives simultaneously
• Strong written and verbal communication skills with the ability to present to executive audiences – Skilled in Power Point is preferred
• Experience working within a Decision Analytics, Data & Analytics, or Technology-driven organization (preferred)
• Familiarity with SQL or other data querying languages (preferred)
• Familiarity with data visualization tools such as Tableau, Power BI, or Looker (preferred)
• Experience supporting sales and contact center operations (preferred)
• Prior experience in a contractor or consulting capacity supporting large-scale enterprise organizations (preferred)
• Familiarity with Agile or project management methodologies (e.g., Jira, Zendesk) (preferred)
• Knowledge on AI tools (preferred)

MUST HAVE

• Vendor Management
• Business Analysis
• Root Cause Analysis