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Sales Operations Analyst
PDI Software Dallas, TX
$64k-80k (estimate)
Full Time 2 Months Ago
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PDI Software is Hiring a Sales Operations Analyst Near Dallas, TX

Location: US Remote, Denver, CO preferred
Employee Level: Individual Contributor
Career Level: Mid-level to Senior
What You Need:
  • Strong Knowledge of Saleforce.com and/or Salesforce.com administration certification preferred
  • In-depth knowledge of critical sales business systems like Salesforce.com, Hubspot, Dataloader.io, Atlassian (Jira), BI tools and CPQ, etc.
  • Experience working within an inside Sales organization. SMB or high-transactional, subscription-based sales experience preferred
  • Strong ability to manage large data sets and experience using data in excel
  • Acute attention to detail
  • Strong change management skills
  • Superior written and verbal communications
  • Knowledge of existing sales practices and methodologies
  • Experience in convenience retail, petroleum, CPG or similar industry preferred
The Opportunity:We are seeking an experienced Sales Operations Analyst to join our SMB Partnerships Sales team. A Sales Operations Analyst is responsible for supporting the inside sales organization's operations, processes, and systems. This role is primarily responsible for ensuring the efficient and effective operations of the sales team and partnerships motion by providing analytical insights, optimizing processes, and implementing tools, reporting and technologies.
What You'll Do:
  • Create sales and revenue forecasts using pipeline analysis, booking estimates and key sales performance indicators
  • Provide guidance to the sales teams by developing a well-structured sales process and implementing solutions based on analysis
  • Responsible for handling and managing the workflow of organizational sales processes across different systems and CRMs, enabling operations to go smoothly and ensuring the implementation of sales strategies to further growth and scalability
  • Gather and organize data and generate deeper customer insight to enhance sales force productivity and efficiency
  • Lead Salesforce.com analytics and reporting resource for the sales organization
  • Determines operational objectives by studying business functions; gathering information; evaluating output requirements and formats.
  • Designs new processes by analyzing requirements; constructing workflow charts and diagrams; studying system capabilities; writing specifications.
  • Recommends controls by identifying problems; writing improved procedures.
  • Defines project requirements by identifying project milestones, phases, and elements; forming teams; and establishing budgets.
  • Monitors project progress by tracking activity; resolving problems; publishing progress reports; recommending actions.
  • Provides references for users by writing and maintaining user documentation; providing help desk support; training users.
  • Prepares reports by collecting, analyzing, and summarizing information and trends.
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; bench-marking state-of-the-art practices; participating in professional societies.
  • Contributes to team effort by accomplishing related results as needed.
  • Makes recommendations to improve business results.
Why PDI Technologies?
PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By "Connecting Convenience" across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers.
We offer:
  • Comprehensive benefits package including health, dental, and vision coverage effective immediately
  • Fully flexible remote work environment
  • Matching Group Retirement Savings Plan
  • PTO effective immediately
  • Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.
  • Strong culture that values authenticity, trust, curiosity, and diversity of thought
Our Commitment to Diversity, Inclusion & Belonging
At PDI Technologies, diversity is embraced. We are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI Technologies is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.
PDI is an Equal Opportunity Employer. We verify employment eligibility for all new hires using E-Verify.

Job Summary

JOB TYPE

Full Time

SALARY

$64k-80k (estimate)

POST DATE

03/31/2024

EXPIRATION DATE

05/30/2024

WEBSITE

pdisoftware.com

HEADQUARTERS

MARIETTA, GA

SIZE

1,000 - 3,000

FOUNDED

2010

CEO

ROBERT CLESI

REVENUE

<$5M

Related Companies
About PDI Software

PDI is a fast-paced company that promotes strong values and a high-performance culture. We are proactive, detail-oriented, and committed to maximizing our efforts to drive results for our customers, the company and each other. Our company aspires to create an awesome team by attracting, developing and growing our talent. We value hard work and foster a fun and collaborative atmosphere that encourages sharing knowledge and building skill sets. PDI helps convenience retailers and petroleum wholesalers thrive through digital transformation and enterprise software that enables them to grow topline... revenue, optimize operations and unify their business across the entire value chain. Over 1,500 customers in more than 200,000 locations worldwide count on our leading ERP, logistics, fuel pricing and marketing cloud solutions to provide insights that increase volume, margin and customer loyalty. PDI owns and operates the Fuel Rewards loyalty program that is consistently ranked as a top-performing fuel savings program year after year. For more than 35 years, our comprehensive suite of solutions and unmatched expertise have helped customers of any size reimagine their enterprise and deliver exceptional customer experiences. Our Solutions: Fuel Pricing: From B2B to fuel retailers, PDI offers fuel pricing solutions to optimize profitability while streamlining the pricing process in a volatile fuel market. Marketing Cloud: PDI offers marketing cloud solutions to help retailers gain a competitive advantage, attract and retain more loyal customers and drive the greatest financial success. ERP: Reimagine your operations and empower your back office with ERP solutions that unify and transform the industrys fastest-growing convenience retailers and petroleum marketers. Logistics: PDI offers comprehensive petroleum logistics solutions that help you maximize productivity and profits while increasing visibility and control from the rack to the pump. More
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The job skills required for Sales Operations Analyst include Analysis, Sales Operations, Insight, CRM, Attention to Detail, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales Operations Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales Operations Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Sales Operations Analyst positions, which can be used as a reference in future career path planning. As a Sales Operations Analyst, it can be promoted into senior positions as a Sales Analyst II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Operations Analyst. You can explore the career advancement for a Sales Operations Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Sales Operations Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Operations Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Sales Operations Analyst job description and responsibilities

Sales Operations Analyst evaluate and organize data and provide support to the accounting, marketing and sales departments.

02/15/2022: Chico, CA

Making recommendations to the marketing and sales departments.

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Sales operations analysts carry out quantitative analysis and explanation of relevant data and ongoing analysis of alternatives and solutions.

01/06/2022: Buffalo, NY

Sales operations analysts focus on optimizing sales processes and ensuring sales technology and methodologies are a good fit.

02/05/2022: Galveston, TX

Sales operations analysts are responsible for high-level planning and goal setting with a focus on data analysis and sales forecasting.

03/01/2022: Charlotte, NC

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Sales Operations Analyst jobs

Getting Accurate Visibility of the Sales Team Performance.

01/09/2022: Clearwater, FL

Responsible for Sales Forecasting.

01/21/2022: New Orleans, LA

Choosing and Maintaining Sales Tools.

01/27/2022: New Orleans, LA

Leading Sales Operations Professionals.

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Develop a Formal Mission for the Team.

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Step 3: View the best colleges and universities for Sales Operations Analyst.

Butler University
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