What are the responsibilities and job description for the Sales Operations Sr. Analyst position at Penn Engineering?
Position Summary
This role serves as a strategic partner to PROFIL’s commercial teams, providing advanced analytics using Excel and Power BI, leveraging AI and CoPilot technologies, optimizing sales processes, and supporting forecasting and demand planning initiatives. The ideal candidate will have deep experience in Customer Relationship Management and systems, data analytics, and cross-functional collaboration.
Responsibilities
- Analyze sales performance metrics (revenue, conversion rates, pipeline velocity, etc.) using advanced Excel and Power BI techniques to identify trends and opportunities.
- Develop and maintain dashboards and reports for executive reviews, weekly revenue calls, and strategic planning.
- Monitor data accuracy and integrity across centralized sales tracker and reconcile booked business.
- Serve as SME for sales process and CRM implementation; responsible for maintaining and improving workflows, training materials, and documentation.
- Utilize AI-driven tools and Co-Pilot features to automate reporting, enhance forecasting accuracy, and streamline sales operations.
- Stay current with emerging AI technologies and recommend innovative solutions for sales process improvement.
- Support end-to-end sales forecasting processes including consensus forecast, strategic planning cycle and annual operating plan.
- Collaborate with finance, operations, and materials management to reconcile forecasts and align strategic demand plans.
- Assist in onboarding new sales team members to ensure alignment with sales processes and tools.
- Coordinate sales incentive target setting and track performance to target.
- Function as a liaison between sales, finance, marketing, and IT to ensure alignment on data, tools, and strategic initiatives.
- Participate in strategic projects including dashboard development, pricing analysis, and partner enablement.
- Collaborate with sales and finance teams to ensure pricing accuracy and consistency across systems.
- Monitor pricing compliance and support audits and reporting requirements.
Qualifications:
Experience & Education
- Bachelor's degree in Business Administration, Finance, Data Analytics or related field.
- 5-10 years related experience.
- Experience in sales, sales operations, business analysis, or commercial project management.
- Experience in automotive industry.
- Advanced proficiency in Excel, Power BI, and other analytics tools.
- Firsthand experience with AI and CoPilot technologies in a sales environment.
- Proficiency in CRM systems
- Strong knowledge of forecasting and demand planning methodologies.
- Excellent analytical and critical thinking skills with strong attention to detail.
- Outstanding communication and collaboration abilities across global teams