Feel free to slide or navigate through the different roles in the below Sales Operations Team overview. For more in-depth information about a specific role click ``learn more``.
Sales Ops Analyst
Senior Sales Ops Analyst
Education / Experience
Application / Technical Aptitude
Sales Operations Analyst
•BA/BS in job field concentration •1-3 years of experience in financial or sales operations role •Salesforce Reporting/Admin Experience
•Expert knowledge of Excel (Pivot Tables, VLOOKUP's, Queries, Tables) •Mastery of all department processes and procedures •Understanding of Salesforce Admin skills & Pardot integration •Understanding of L2T Products, OEM programs, Rate Card & competitive landscape •Technical understanding of MAP & integration with Salesforce •Understand sales compensation plans
•Well organized written & verbal communication skills •Able to convey information efficiently and suitable for specific audiences •Own all responsibilities ensuring strong attention to detail •Organizational & time management skills •Self-motivated & asks for help to avoid errors •Takes initiative to learn new Salesforce skills •Strong understanding of the sales process •Able to develop strong rapport with peers & vendor •Treat all departments with respect •Customer-centric mindset
•Track & report weekly performance of Field Sales & CST employees •Monitor integration of MAP contracts with Salesforce •Manage account assignments & modify book of business goals for account transfers •Compute sales commissions as part of the month-end close process •Compile revenue reports for CST to prioritize actions by net revenue contribution & upsell opportunity. •Prepare reporting to allow Sales & Sales Management to ensure leads are progressing through the sales pipeline. •Prepare reporting to monitor completion of joint launch calls by Sales/CST •Compile monthly contact reporting for OEMs •Prepare monthly reporting for Executive Management Team on Sales & CST productivity. •Create & maintain Salesforce dashboards •Create & maintain L2T order form templates •Maintain & publish L2T Rate Card •Administer Salesforce price books & product catalogs to sync with MAP products & programs. •In-house support resource for Salesforce issues •Create, assign & monitor cases for canceled & at-risk clients
Senior Sales Operations Analyst
Zero to One
•BA/BS in job field concentration •2-5 years of experience in accounting •Salesforce admin experience
Mastery of Sales Operation Analyst level •Strong understanding of Salesforce Admin skills & Pardot integration •Thorough understanding of L2T Products, OEM programs, Rate Card and competitive landscape •Technical understanding of MAP & integration with Salesforce with ability to troubleshoot integration issues. •Able to draft compensation plans
Mastery of all Sales Operations Analyst soft skills •Exceptional communication skills •Advanced customer-centric mindset •Act in a diligent and precise manner that gains the trust of your internal customers. •Deliver accurate reporting on a timely basis to develop strong rapport with Sales & CST leadership. •Able to execute tasks autonomously. Knows when to escalate issues but proposes potential solutions when an issue is encountered •Takes initiative to learn about enhancements to Salesforce and other tools •Thinks creatively about how Salesforce (or other tools) can be configured or utilized to help solve business problems. •Designs and/or modifies processes and templates to accommodate new programs or products. •Able to put oneself in the shoes of a Sales/CST employee & understand the demands of our dealers.
Mastery of all Role Requirements at Sales Operations Analyst level. •Troubleshoot MAP/Salesforce integration issues & work with vendors on fixes. •Compute opening books of business for each sales rep with sales management to determine monthly book of business goals to be used in annual compensation plans. •Assess effectiveness of comp plan design & identify issues with respect to payout vs. contribution. •Brainstorm with CST Director on additional reporting to help monitor activity to meet monthly upsell & churn goals. •Understand the pain points of Field Sales & CST with current processes & develop tools or automations to improve efficiencies •Understand the annual Sales & CST goals & objectives & develop tools to assist departments in meeting their goals. •Partner with Marketing Manager to develop show promotions & related order forms/collateral. •Assist in budget preparation