At WorkFusion, we're building software products that are changing the world & transforming the workplace, for the better. Our technology automates data intensive repetitive work so people can be freed from the mundane to pursue the meaningful, while companies can grow further & customers can be served faster & better.
WorkFusion is widely recognized as the world leader in intelligent process automation with its Intelligent Automation Cloud which combines RPA, machine learning & work analytics in one unrivaled platform that is easy to deploy & unlimited to scale. We compete in the fastest growing segment in software & are growing at record pace with customers spanning the globe. Our headquarters are in New York City (on Wall Street) with operations all over the world.
Our teams are dedicated to building & marketing AI-powered software for all business types, ranging from high growth startups to large enterprises with particular focus on banking, insurance, healthcare, retail, consumer products, energy, high-tech & transportation.
As a Sales Operations Analyst, you will be responsible for the communication of all the sales data reporting & analytics, mainly using Salesforce.com
as your data source for the Global Sales Organization. You will work closely with Sales team members, building dashboards & conducting ad hoc analyses to help support the team & executive management goals. You will leverage data to provide actionable insights to stakeholders. Ensure reporting, analytics & dashboard needs are met for front & back office teams across the org, including tracking new, expansion, retain, & services ARR.
Support the development of sales & operations strategy, understand priorities & execute operational plans.
Optimize sales & operational efficiency through innovative thinking, process improvement & system enhancements & best practice sharing.
Engage & work with aligned operations teams & lines of business to more effectively achieve data needs & analysis results.
Manage multiple concurrent projects & initiate, drive projects to completion with minimal guidance.
Apply quantitative analysis & data visualization to tell the story behind the numbers.
Ability to understand, create, & deliver top-quality, audience-appropriate communication.
Assist the sales operations manager in understanding process bottlenecks & inconsistencies to implement data enrichment processes to improve sales team's performance.
Develop & maintain sales analytics reports & dashboards to provide actionable insights that support data-driven decision-making for the sales & executive leadership teams.
Drive process improvement & manage all aspects of Salesforce CRM including workflow, reporting, data integrity & maintenance.
Process orders & support sales teams with planning & operational tasks.
Provide Salesforce administration setup & training for all users, system configuration, reporting, documentation of best practices & maintenance of data.
Partner with IT teams to understand new capabilities available in Salesforce & train sales representatives to use these capabilities.
Apply data cleansing techniques to improve the quality & accuracy of contacts & accounts databases & develop processes & methods for acquiring net new names to our database
BA/BS degree in a technical or business-oriented field
3 years of strong analytical & problem-solving experience working in sales operations, business analyst role, process improvement, and/or program/project management, preferably at a high-tech or software company.
Proficiency Microsoft Excel, PowerPoint, & other Microsoft Office Applications.
Competency with relational databases & SQL queries.
Proven Ability to work & interact in a fast-paced environment & comfortable with requirement to multi-task
Strong analytical skills with attention to detail
Strong written & verbal communication skills
Experience with visual analysis applications & sales intelligence software (e.g. InsightSquared)
Proven experience in developing, building & delivering quantitative metrics in a business context preferred.