Sales Operations Analyst

Franklin Whole Home; San Jose (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative company in the energy sector is seeking a Sales Operations Analyst to enhance customer engagement and streamline sales processes. This role is pivotal in managing strategic pricing agreements and ensuring compliance with industry regulations. The ideal candidate will have a background in sales operations, possess strong analytical skills, and excel in cross-functional collaboration. Join a forward-thinking team that values efficiency and accuracy, and contribute to the growth of an exciting industry focused on sustainable energy solutions. If you're ready to make an impact in a dynamic environment, this opportunity is for you!

Benefits

401(k) Retirement Plan

Medical/dental/life/disability program

PTO and sick days

Life insurance

Long-term disability

Qualifications

• 3+ years of experience in sales operations or business analysis.
• Bachelor’s degree in business, finance, or economics required.

Responsibilities

• Support sales teams with pricing agreements and compliance.
• Analyze sales processes to identify and implement improvements.

Skills

Sales Operations

Data Analysis

Problem-Solving

Communication Skills

Organizational Skills

Education

Bachelor’s degree in Business

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Tools

CRM Software (Salesforce, HubSpot)

Microsoft Office Suite

Job description

FranklinWH is a rapidly expanding company determined to become the leader in the global energy home storage system (ESS) industry. FranklinWH offers whole home energy solutions typically coupled with solar PV systems, bringing households into the modern all-electric future. Though founded by experts in power electronics, BMS and EMS, FranklinWH is equally focused on energy management software while also providing top level service to our partners and customers. FranklinWH is expanding its global footprint, relying on an industry leading supply chain. This is an exciting time to be at a fast-growing company in a fast-accelerating industry.

The Sales Operations Analyst role is critical to supporting the Sales Team and is highly customer-centric. This individual is a strategic enabler with extensive cross-functional collaboration skills. Managing data integrity and driving sales strategy through analytical insights. This role will focus on new customer engagement, assist with onboarding tasks, assist with the pricing agreement process, support the sales team in directing their time and efforts on the most strategic accounts they manage.

This position is based on site at our San Jose office.

Responsibilities

Key Accounts Supporting:

1. Facilitating Pricing Agreements: Work with sales teams to structure and manage strategic pricing agreements.
2. Ensuring Compliance: Review deals to ensure they adhere to company policies, legal requirements, and industry regulations.
3. Manage Contract Terms: Collaborate with legal and finance to manage agreement start / expiration dates ensuring alignment with company goals.
4. Managing New Customer On-boarding Workflow: Oversee the entire procedure, from initial proposal to final contract execution, ensuring smooth and efficient processes.
5. Providing Expertise: Offer guidance and support to sales teams on pricing, contract terms and other facilities.

Sales Process Improvement:

1. Identifying and Addressing Issues: Analyze the sales process to identify areas for improvement and implement solutions to streamline operations.
2. Developing Templates and Workflows: Create templates, workflows, and documentation to standardize processes and improve efficiency.
3. Training and Support: Provide training and support to sales teams on sales operations processes, tools, and policies.

Cross-Functional Collaboration:

1. Liaising with Other Departments: Work closely with sales, finance, legal, and other relevant departments to ensure seamless deal execution.
2. Building Relationships: Establish strong relationships with key stakeholders to facilitate collaboration and communication.

Data Analysis and Reporting:

1. Tracking Key Metrics: Monitor key performance indicators (KPIs) to track sales operations performance and identify areas for improvement.
2. Generating Reports: Prepare reports and presentations for senior management, providing insights into sales operations activities and performance.
3. Successful execution: When implemented, the Sales operations will streamline sales operations by reducing pricing agreement cycle times by up to 30% and enhance sales productivity by up to 20%.

Technology & Process Optimization:

1. Identifying Automation Opportunities: Looking for ways to streamline processes and improve efficiency using technology.
2. Utilizing CRM and Other Tools: Proficiently using CRM systems, quoting tools, and other relevant software to manage deals and data.
3. Data Accuracy: Ensuring accurate data entry and maintenance within CRM and other systems.

Qualifications And Experience

1. Bachelor’s degree in business, Finance, Economics, or a related field.
2. 3+ years of experience in sales operations, sales administration, sales operations, business analysis, contract management, or a similar role, preferably in a startup environment.
3. High attention to detail, with a focus on accuracy and problem-solving.
4. Flexibility to adapt to a fast-paced and ever-changing environment.
5. Proficiency in CRM software (Salesforce, HubSpot, etc.) and Microsoft Office Suite (Word, Excel, PowerPoint).
6. Strong organizational and multitasking abilities, with the ability to manage multiple priorities effectively.
7. Excellent written and verbal communication skills.
8. Proactive problem-solving skills and work independently with minimal supervision.

FranklinWH offers a competitive salary plus fully comprehensive benefits and a performance bonus package based on an annual objective achievement. This is a full-time position. Our generous benefits package includes:

1. a 401(k) Retirement Plan.
2. Medical/dental/life/disability program.
3. PTO, and sick days.
4. Life insurance and long-term disability.

FranklinWH is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.