Southeast Sales Ops & Analytics Lead (Remote)

Baker Tilly Advisory Group, LP; Savannah (GA); Hybrid; USD 86,000 - 135,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced Sales Operations Manager to lead reporting, analytics, data management, and forecasting for the Southeast region. You will partner with regional leadership to translate data into insights, improve sales processes, and drive efficiency and growth.

The ideal candidate has strong CRM and Excel skills, Power BI experience, and a proven ability to influence senior leaders while managing multiple projects in a remote or hybrid environment.

Qualifications

• Bachelor's degree in Business, Finance, or a related field.
• 5 years of experience in sales operations or a related role.
• Demonstrated experience partnering with and influencing senior leaders through proactive, clear, and concise communication.
• Strong proficiency in CRM tools, Salesforce preferred.
• Excellent analytical and business judgment skills, with the ability to interpret complex data, identify implications, and provide strategic recommendations.
• Advanced proficiency in Microsoft Excel, with solid working proficiency in Word, PowerPoint, Outlook, and other Microsoft Office applications.
• Power BI experience preferred, with advanced proficiency navigating and interacting with reports, including bookmarks, personalization, multi‑select and cross‑filtering, advanced filtering, exporting and analyzing data, and other end‑user functionality.
• Ability to maintain data integrity, consistency, and quality in a fast‑paced environment.
• Must have strong written and verbal communication skills, with the ability to explain complex concepts clearly and effectively, influence stakeholders, and operate with a strong sense of urgency and initiative.
• Proven ability to lead multiple projects and workstreams simultaneously while managing priorities, commitments, and deadlines.
• Exceptional organizational and time‑management skills.
• Ability to work in a remote or hybrid environment.

Responsibilities

• Own regional reporting and analytics.
• Collect, analyze, and interpret sales data to provide actionable insights, identify business trends, and guide decision‑making.
• Own the ongoing review of key performance indicators (KPIs), identify performance trends and areas for improvement, and recommend actions to regional leadership.
• Act as a trusted sales operations partner to senior leadership by proactively communicating sales trends, performance metrics, risks, process improvement opportunities, and gaps in sales reporting and forecasting.
• Serve as the regional Salesforce and Power BI subject matter expert (SME), providing guidance on data, system functionality, business processes, and advanced end‑user features and helping drive consistent adoption and use.
• Own regional Salesforce data quality by identifying root causes of accuracy and completeness issues, partnering with stakeholders on resolution, and driving adherence to data hygiene best practices.
• Ensure territory and target mappings, sales team membership, and other sales‑related categorizations are maintained accurately and kept current as changes occur.
• Oversee sales‑related expense reporting and analysis, identify variances or risks, and partner with leadership and Finance to support alignment with budgets and financial targets.
• Lead the documentation, standardization, and continuous improvement of regional sales processes to increase consistency, efficiency, and scalability.
• Lead cross‑functional coordination with sales operations, sales enablement, marketing and client experience, finance, data analytics, and other growth strategy teams to align priorities, resolve issues, and achieve common business goals.
• Develop executive‑ready presentations and recommendations that clearly communicate key insights, strategies, risks, and performance metrics to senior stakeholders.

Skills

Sales operations

CRM tools

Excel proficient

Power BI

Stakeholder communication

Project leadership

Data analysis

Remote/hybrid work

Education

Bachelor's degree in Business/Finance

Tools

Salesforce

Power BI

Excel

Job description

Baker Tilly Advisory Group, LP is seeking an experienced Sales Operations Manager to lead reporting, analytics, data management, and forecasting for the Southeast region. You will partner with regional leadership to translate data into insights, improve sales processes, and drive efficiency and growth.

The ideal candidate has strong CRM and Excel skills, Power BI experience, and a proven ability to influence senior leaders while managing multiple projects in a remote or hybrid environment.