Salesforce Operation Analyst

The Salesforce Operation Analyst ensures that our sales organization operates efficiently, scales effectively, and delivers results. The Analyst role is responsible for designing and implementing processes, tooling, analytics, and enablement initiatives that support sales leadership, improve performance, and enhance customer experience.

Key Tasks and Responsibilities

• Support sales leadership with accurate data for forecasting, pipeline analysis and assist in quota setting and goal tracking.
• Develop and optimize our Planning/Finishing/Product Configuration/Forecasting
• Analyze Sales Trends and assist in giving recommendations per product, customer and region
• Develop, maintain, and improve sales dashboards and reports to monitor KPIs as designed and developed by BAI Leadership and Sales Ops Specialist
• Optimize and streamline sales processes with BAI Leadership oversite
• Maintain and manage CRM (Sales Force) system — data integrity, system configuration, user support, workflows
• Collaborate with Marketing, Finance, Planning, Customer Service, Mfg. etc. to ensure alignment of workflows, handoffs, and data
• Assist in providing sales leadership for: onboarding, training materials, playbooks, tools, and best practices to help the sales team be more productive
• Analyze historical sales data to identify trends, risks, and opportunities
• Assist in pricing management, pricing analysis and accuracy, support pricing increases/changes in all systems
• Lead or participate in sales process improvement or change management initiatives
• Ensure data integrity, consistency, and reporting accuracy across systems
• Develop process and timeliness in responding to all customer Compliance Requests with clarity, accuracy and in line with company policies.
• The interface between Sales/Customer Service, Planning and Finishing
• Work closely with Planning to ensure only needed inventories and sizes are planned to meet customer needs
• Incorporate AI tools to confirm correct selling formats
• Ability to work with remote or distributed sales teams
• Perform other duties as assigned.

Skills and Abilities

• Data Analysis: Ability to analyze Sales data, identify trends, and leverage insights to improve efficiency in sales.
• Teamwork: Comfortable working in cross functional environments; juggling multiple stakeholders and priorities
• Communication: Excellent communication skills to clearly articulate expectations, provide feedback, and collaborate effectively with actionable plans for sales teams
• Sales Process: Deep understanding of the sales process, including prospecting, needs analysis, presentation, negotiation, and closing.
• Continuous improvement: Maintain a process optimization
• Problem-Solving: Strong ability to identify errors in process, sales inefficiencies, and implement corrective actions.
• Decision-Making: Ability to make data-driven decisions that improves performance, sales forecasting, and increase revenue.
• CRM Proficiency: Expertise in using Salesforce. Familiarity with sales tools and technologies.
• Budgeting and Financial Management: Experience in managing sales budgets and understanding the financial implications.

Experience and Education

• Bachelor’s degree in Business, Finance, Operations, or a related field (or equivalent experience)
• Proven experience (10 years, depending on level) in sales operations, revenue operations, business operations, or similar role
• Strong analytical skills, with experience using Excel and AI
• Proficiency with Salesforce, sales tools, and workflow automation
• Prior experience in SAP is preferred
• Experience training and managing teams on sales tools, including implementation and ongoing administration.
• Strong forecasting methodologies and best practices

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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