Finance Manager Sales Operations

Elo Touch Solutions; Richardson (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A touchscreen technology company is seeking a Sales Operations Finance Manager in Richardson, Texas. The role requires strong analytical skills, experience in sales strategy execution, and proficiency with Salesforce CRM. You will manage reporting, support sales leadership, and develop dashboards while collaborating with various teams to optimize sales processes. Ideal candidates have a bachelor's degree and significant experience in a related field, focusing on achieving operational excellence while handling complex data representation.

Qualifications

• Minimum of 4 years of previous professional experience.
• Experience with Salesforce CRM is preferred.
• Ability to manage and analyze large datasets.

Responsibilities

• Manage reporting, dashboards, and project management.
• Support decision-making of Regional Sales Teams.
• Analyze data and create sales processes.

Skills

Sales strategy execution

Data analysis

KPI reporting

Operations management

Advanced spreadsheet knowledge

Effective communication

Creative problem-solving

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Salesforce CRM

Qlikview

SAP

PowerBI

Job description

Join to apply for the Sales Operations Finance Manager role at Elo Touch Solutions

We know touch - it's our only business. In fact, we invented the touchscreen over 50 years ago and haven't stopped since. Every 21 seconds, a new Elo touch screen is installed somewhere in the world. We obsess over details to exceed the highest quality standards.

Our sales approach begins by identifying customer demands before they become challenges. We’re committed to delivering customer success through our comprehensive expertise in software and technology. We don’t just sell things. We offer solutions to tomorrow’s challenges.

KEY RESPONSIBILITIES

• Reporting to the Director of Finance, this key individual will manage various responsibilities such as reporting, dashboards, project management, software administration, revenue operations, and process development. As a Sales Operations Manager, you will enhance the processes for Elo by evaluating and organizing multiple data sources, and providing direct support to our Sales, Marketing, and Operational teams.
• Report and provide insight to support the decision-making and strategic planning of the Regional Sales Teams.
• Serve as key contact person for our Sales Leadership team regarding sales performance (Orders, Sales In/Out, Funnel Forecasting).
• Analyze data and provide important visualization and intelligence that clearly communicates complex data in a simple form to a non-technical audience.
• Create easy-to-follow sales processes, maintain reporting on all sales metrics.
• Collaborate with the IT unit to manage and ensure an effective CRM system that adds value
• Data governance & entering information into the Salesforce customer relationship management (CRM) system.
• Develop customized dashboards tailored to specific business and team needs
• Analyze and report on sales KPIs on a weekly/monthly/quarterly basis (Demand Planning Cycle, Financial & Board reviews).
• Lead process improvement and system adoption projects to provide scalable reporting support.
• Management of new projects & team initiatives (Aligning backlog orders and deliveries by top projects, SDR Lead flow, Elo Elite, Funnel Reviews).

MINIMUM QUALIFICATIONS

• Bachelor’s degree in Finance, Economics, or related field
• At least 4 years of previous experience

PREFERRED QUALIFICATIONS

• Possess in-depth working and administrative experience with Salesforce CRM system
• Experience with Qlikview, SAP, & PowerBI

PROFESSIONAL SKILLS/ COMPETENCIES

• Experience with sales strategy execution, data analysis, and sales analytics; KPI’s reporting, and operations management.
• Experience gathering business requirements and developing scorecards and dashboards to surface meaningful KPIs & actionable intelligence to senior leaders.
• Advanced spreadsheet knowledge working with large data sets (utilize complex formulas and can manipulate and transform data)
• Ability to communicate effectively in one-on-one and group settings.
• Ability to convey results to senior business leaders; present complex results in a clear, concise, and enticing manner that stimulate action.
• Highly organized and detail-oriented, possessing multi-tasking skills, and efficient in managing uncertain situations.
• Experience applying data analysis to solve real-life business problems; experience with statistical tools within Excel, as well as preferred knowledge of programming languages.
• Applicants must be creative individuals with the ability to develop new ideas and creative solutions, as well as demonstrate skill and passion for problem-solving and operational excellence.
• Motivated self-starter who can focus on achieving a set goal with limited supervision.

PHYSICAL DEMANDS

• Ability to lift up to OSHA single person lift requirements
• Ability to sit, stand, bend, or walk for prolonged periods of time
• Ability to travel domestically and internationally
• Must be able to work a standard full-time schedule

Elo Touch Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Elo Touch Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Elo Touch Solutions expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Elo Touch Solutions employees to perform their job duties may result in discipline up to and including discharge.