Sales Operations Analyst

Unit4; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work opportunities

Flexible time off

Wellbeing programs

Job summary

Unit4 is seeking a Regional Sales Operations Analyst to support the Opportunity Management lifecycle and ensure data integrity in CRM. You will act as a super user for sales tools, help onboarding of new sales teammates, and drive improvements to sales processes across regions. Strong communication and CRM experience are essential.

The role emphasizes maintaining data quality, monitoring pipeline health, and collaborating with Business Operations to enable faster, more informed sales decisions.

Qualifications

• 1-2 years’ professional experience in a sales support role.
• Experience with CRM tools.
• You are a self-starter and able to work independently within a team.
• You can manage, collaborate and prioritize efficiently between teams.
• Strong communication and interpersonal skills.
• Strong analytical skills.
• Fluent in English (written and spoken).

Responsibilities

• Being a super user for sales tools and answering how-to questions for CRM opportunities, accounts and data.
• Onboarding buddy for new Sales joining the team to reduce ramp-up time.
• Identify best practices and sales process improvements and document them for easy access by the Sales community.
• Identify and remove sales process blockers to save time and increase customer focus.
• Monitor and highlight Dynamics opportunity hygiene to move deals to Closed Won and then Booked by Finance.
• Identify data quality issues and manage ongoing processes to keep CRM data clean.
• Monitor pipeline health with Business Operations and report KPIs to Sales management.
• Prepare and send win celebration emails to share insights across the organization.
• Identify sales knowledge gaps and liaise with Sales Enablement for training.
• Execute internal cancellation processes.
• Provide backup across regional sales ops when others are out of office.
• Maintain the Opportunity Management process library and playbooks for latest procedures.
• Be the Subject Matter Expert on 1-2 key projects with owners and drive them to completion.

Skills

Sales support experience

CRM tools experience

Self-starter

Cross-team collaboration

Strong communication

Analytical skills

English fluency

Tools

CRM software

Job description

Company Description

Meet Unit4 . With over 40 years of heritage, we’re an agile, fast growing, Cloud company that is on a mission to redefine Enterprise Resource Planning (ERP) for mid-market people-centric organisations.

With our innovative, self-driving, adaptive and intuitive software, our customers can spend more time on meaningful high-value work.

At the heart of what we do lies a simple yet profound purpose: Improve how people work by focusing on what truly matters .— A powerful statement that enables different priorities fordifferent people.

We’re shaping how work should feel , and we empower our people by providing them with the right tools to achieve the autonomy they need - it's what makes us unique

Job Description

Regional Sales Operations reports to the Sales Operations Manager. The role of the Regional Sales Operations analyst forms part of the Global Sales Operations team and focuses on supporting sales through the Opportunity Management lifecycle of a deal and proactively monitoring and highlighting opportunity hygiene issues (for example, sales stage, quote expiry, close date, forecast category, start date).

You will be responsible for:

• Being a super user for sales tools. Answer ‘how do I…?’ questions for CRM opportunities, accounts and data that will allow sales to progress quickly and efficiently. This will contribute to a decrease in IT tickets
• Be an onboarding Buddy for new Sales joining the team, contributing to decreasing ramp-up time
• Identify best practices and sales process improvements, share and document them so the Sales community has easy access to the latest resources
• Identify and remove sales process blockers to streamline processes and enable Sales to spend more time in front of the customer
• Monitoring and highlighting Dynamics opportunity hygiene so when a deal is signed, it can be immediately moved to Closed Won and then Booked by Finance
• Identifying issues with data quality and managing the ongoing processes to ensure CRM data cleanliness: accounts, contacts, hierarchy to give sales and all other stakeholders an accurate image of the data quality in CRM
• Monitoring and highlighting pipeline health in collaboration with Business Operations by tracking the relevant KPIs and feeding back conclusions to Sales and Sales management to ease their decision‑making process
• Preparing and ensuring quality and timely win celebration emails are sent, so the entire organization is aware of the great wins and each deal’s insights
• Identify sales knowledge gaps in tools and processes and liaise with Sales Enablement for them to organise appropriate training
• Executing the internal cancellation process
• Providing backup across the regional sales ops team across regions if other colleagues are out of office
• Maintaining the Opportunity Management process library and playbook so Sales can always have access to the latest process descriptions, “How to” documents and checklists
• Being a Subject Matter Expert for 1-2 key projects/topics to be defined. The topics already have owners, you are going to work together with the owners, help them and make sure the input from the business is considered and to make these topics “land” afterwards. For the Sales Operations team you are the go-to person regarding this topic

By doing the above, you will increase tool and process knowledge and accelerate and enable growth.

Qualifications

Knowledge, Skills and Experience:

• You have 1-2 years’ professional experience in a sales support role
• You have Experience with CRM tools
• You are a self-starter and you have the ability to work independently within a team environment
• You can manage, collaborate and critically prioritize, ensuring the utmost efficiency between teams
• Strong communication and interpersonal skills
• Strong analytical skills
• You have written and oral fluency in the English language
• You have excellent work ethic and reliability

Additional Information

Who we are?

We are a people-first community that nurtures all the areas that surround your working experience. With us, you’ll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness.

We believe that ‘How work should feel’ is an evolving statement. Work goes beyond tasks and everyday responsibilities it’s about feeling valued, empowered, promoted, impactful, seen, and appreciated.

We are reimagining how work makes people feel.

What we offer?

• aculture (https://careers.unit4.com/our-culture)built on trust and accountability - giving you the freedom and autonomy to be successful and make an impact
• balance (https://careers.unit4.com/unit4-wellbeing)- with our Flexible Leave Paid Time Off policy, remote working opportunities, Global Wellbeing Days, and other greatbenefits (https://careers.unit4.com/benefits-and-reward)
• growth (https://careers.unit4.com/Developmentandrecognition)opportunities - we provide the tools and guidance required so that you can focus on what really matters to you and so, ultimately, you can achieve your best work
• talentedcolleagues (https://careers.unit4.com/our-people), role models and mentors - work, learn and be inspired by some of the best talent in the software industry
• a commitment tosustainability (https://careers.unit4.com/esg)with initiatives such as our Environmental, Social, and Governance strategy and Act4Good programme
• asafe and inclusive (https://careers.unit4.com/diversity-equity-and-inclusion)working environment – supported by our Employee Resource Groups, which are open to all.

Our commitment to equity

Unit4 is committed to ensuring equal opportunity for everyone. We make our hiring decisions solely based on skills, qualifications, and our current business needs. We know that diversity brings fresh perspectives, ideas, and solutions to our company. This is the essence of our culture. We also welcome and encourage people who are pregnant and/or parents‑to‑be to apply. If you would like to know more about our commitment to diversity, visit our blogs:

• Our focus to DEI remains central to who we are (https://careers.unit4.com/blog/our-focus-dei-remains-central-who-we-are)
• Inclusive hiring at Unit4: Building equal opportunities for all (https://careers.unit4.com/blog/inclusive-hiring-unit4-building-equal-opportunities-all)

This role may require security clearance required for customer projects and access to sensitive (customer) data. That means that after you have accepted our offer, we could ask for background checks. Subject to applicable local laws, such security checks may require disclosure of personal information including criminal record declaration, right to work, personal identification and work history. No worries though – we'll handle it according to local privacy laws and keep your info safe. Questions? Feel free to reach out!