Sales Operations Analyst: Salesforce & BI Dashboards

Contrôle-air Compresseur inc.; Dallas (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Holidays

Parental leave

Wellness resources

Employee referral programs

FCG University

Job summary

Flow Control Group, a leading provider of fluid handling and industrial automation across North America, is seeking a Sales Operations Specialist to support the sales organization with Salesforce reporting, dashboards, and data analysis.

The role involves partnering with sales leadership, creating recurring and ad-hoc reports, and leveraging Power BI, Tableau, SQL, Access, and Excel to drive forecasting and performance.

Qualifications

• 3+ years of experience in Sales Operations, Sales Support, Business Operations, or a related field.
• Several years of hands-on experience creating Salesforce.com reports and dashboards.
• Demonstrated experience working with Salesforce CRM, with experience in Salesforce Service Cloud strongly preferred.

Responsibilities

• Develop, maintain, and enhance Salesforce.com reports, dashboards, and reporting solutions to support sales leadership and field sales teams.
• Analyze sales, customer, pipeline, activity, and operational data to identify trends, opportunities, and areas for improvement.
• Support sales operations across multiple divisions, business units, or companies, ensuring consistent processes, reporting, and data management.
• Partner with sales leaders, sales representatives, service teams, and other stakeholders to understand reporting and operational requirements.
• Create and maintain reporting and analytics using tools such as Power BI, Microsoft Access, Microsoft SQL, Tableau, Excel, or other business intelligence platforms.
• Assist with data validation, cleansing, analysis, and reconciliation to ensure the accuracy and integrity of sales and customer information.
• Develop recurring and ad-oc reports to support forecasting, pipeline management, sales performance, customer activity, and other business initiatives.
• Identify opportunities to improve sales processes, reporting capabilities, data quality, and operational efficiency.
• Support Salesforce CRM and Service Cloud processes and reporting.
• Assist with Salesforce data management, including identifying data-quality issues and working with appropriate teams to resolve them.
• Support lead management and marketing/sales processes, including lead tracking, assignment, conversion, and campaign reporting.
• Work with marketing automation platforms such as HubSpot or similar systems to support lead and campaign reporting and analytics.
• Create documentation and provide training or guidance to users on reporting, Salesforce processes, and sales operations tools.
• Handle multiple projects and priorities while maintaining a high level of accuracy and responsiveness.

Skills

Salesforce reporting

Dashboards

Data analysis

Sales operations

Tools

Power BI

Microsoft Access

Microsoft SQL

Tableau

Excel

Job description

Flow Control Group, a leading provider of fluid handling and industrial automation across North America, is seeking a Sales Operations Specialist to support the sales organization with Salesforce reporting, dashboards, and data analysis.

The role involves partnering with sales leadership, creating recurring and ad-hoc reports, and leveraging Power BI, Tableau, SQL, Access, and Excel to drive forecasting and performance.