Sales Operations Analyst - Data, Processes & Enablement

One Inc; Folsom (CA); Sur place; USD 60 000 - 100 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Medical, dental, vision insurance

401(k) plan

Résumé du poste

One Inc in Folsom, CA seeks a detail-oriented Sales Operations Analyst to drive productivity across Sales, BI, Legal, Security, Compliance, Operations, and Services. You will support CRM systems, RFP/RFI responses, pricing proposals, and contract workflows using tools like Salesforce, Gong, Glean, and Responsive.

The role focuses on data integrity, process optimization, platform administration, and customer-facing workflows, ensuring timely submissions and accurate documentation.

Qualifications

• Strong knowledge of Sales Operations processes and best practices.
• Experience supporting CRM systems, preferably Salesforce.
• Experience administering business applications such as Responsive, Gong, Glean, LinkedIn Sales Navigator, SafeBase, or similar platforms.
• Excellent project coordination and workflow management skills.
• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Experience managing document workflows, approvals, signatures, and repository governance.
• Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, Outlook, and Teams.
• Experience working with SharePoint and other content management platforms.
• Customer-focused mindset with strong internal and external relationship management skills.

Responsabilités

• Provide day-to-day operational support for Sales Directors, Relationship Managers, executives, and other sales stakeholders.
• Respond to process, reporting, system, and data-related requests.
• Track open requests, prioritize workload, and ensure timely completion of deliverables.
• Document repeatable processes and support continuous improvement initiatives.
• Coordinate RFPs, RFIs, security questionnaires, and related customer requests from intake through submission.
• Facilitate kickoff meetings, assign subject matter experts, track deadlines, conduct quality reviews, and manage final submissions.
• Coordinate supporting documentation and ensure final materials are properly stored and archived.
• Administer the Responsive platform, including project setup, permissions management, templates, content libraries, contributor coordination, and reporting.
• Maintain organized response content and support content-library governance.
• Develop customer-facing pricing proposals using approved pricing models, volume assumptions, fees, options, ROI information, and supporting business analyses.
• Collaborate with Sales, Business Intelligence, and Payment Operations teams to validate proposal content.
• Coordinate revisions and ensure final approved pricing information is maintained in designated systems and repositories.
• Receive, validate, format, and upload ClaimsPay TIN and date data to approved BI repositories.
• Submit analysis requests and monitor completion status.
• Coordinate follow-up activities for incomplete data submissions.
• Route completed analyses to appropriate pricing and proposal stakeholders.
• Manage execution workflows for existing-client Statements of Work.
• Verify approved versions and prepare approval summaries.
• Coordinate DocuSign execution or alternative customer signature processes.
• Track signature status and ensure completed agreements are properly archived and distributed.
• Prepare sales win announcements utilizing Salesforce information and approval summaries; coordinate approval workflows and publication schedules.
• Verify stakeholders, leadership recipients, and supporting team members.
• Prepare customer implementation checklists following contract execution.
• Validate contract details, pricing information, Salesforce records, and implementation requirements.
• Track and resolve outstanding onboarding and implementation items.
• Coordinate client NDA requests through approved Legal review and redlining processes.
• Monitor execution workflows and maintain supporting documentation.
• Ensure compliance with established approval procedures.
• Escalate contractual or legal concerns to appropriate stakeholders.
• Administer sales tools and systems including Gong, Glean, LinkedIn Sales Navigator, AM Best Users.
• Responsibilities include managing platform access, configurations, dashboards, deal boards, trackers, and reporting views.
• Support user training, adoption, troubleshooting and coordinating vendor support activities as needed.
• Evaluate and assist with implementation of additional platform capabilities as needed.
• Maintain and update Sales-related content on the company intranet.
• Manage resource links, permissions, formatting standards, approvals, and content lifecycle activities.
• Ensure intranet resources remain current, organized, and accessible.
• Support onboarding and training for new Sales team members.
• Deliver training related to Salesforce, Responsive, sales processes, and internal resources.
• Coordinate access provisioning and schedule onboarding sessions.
• Maintain and enhance training materials to support employee success.

Connaissances

Sales operations

CRM systems (Salesforce)

Platform administration (Responsive,-G

Formation

Bachelor's degree in Business Administration/ related field

Outils

Gong

Glean

LinkedIn Sales Navigator

Responsive

Salesforce

AM Best Users

Description du poste

One Inc in Folsom, CA seeks a detail-oriented Sales Operations Analyst to drive productivity across Sales, BI, Legal, Security, Compliance, Operations, and Services. You will support CRM systems, RFP/RFI responses, pricing proposals, and contract workflows using tools like Salesforce, Gong, Glean, and Responsive.

The role focuses on data integrity, process optimization, platform administration, and customer-facing workflows, ensuring timely submissions and accurate documentation.