Sales Operations Analyst

7 days ago

Coppell, United States Integrated Management Resources, LLC. Full time

Our Client is reshaping the future of security for some of the world's largest and most esteemed enterprises. Pre-revenue they had an incredible $100mm in funding. They just closed a Series D and now are totaling $550mm in funding on a $3B valuation.


There is equity in the package and an IPO goal. This is a rocket ship that is about to take off.

The Sales Operations Analyst is responsible for providing operational support to sales, sales management and cross functional teams. This role is Dallas based and expected to be in the office 5 days a week.


Who we want

● A Revenue Operations pro - someone who is passionate about helping our Sales team do their jobs easier - someone who is looking to grow their career in the Operations space - someone that is excited about making a difference

● Collaborative team players who build and leverage cross-functional relationships to bring together ideas, data and insights to drive continuous improvement.

● Analytical problem solvers who go beyond just fixing to identify root causes, evaluate optimal solutions, and recommend/implement process improvements to prevent future issues and contribute to our growth culture.

● Dedicated achievers who thrive in a fast-paced environment and will stop at nothing to get things done quickly and with purpose.


Requirements you should have

● 5-10 in Sales Operations, Revenue Operations or Deal Desk Operations - working closely with Sales team members, Sales leadership, and Finance.

● Strong communication skills - this position will require the ability to effectively communicate cross functionally with all levels of leadership.

● Ability to quickly understand business needs, consistently meet expectations and respond promptly and professionally to business requests or inquiries, seeking guidance as appropriate.

● High-energy, self-motivated professional with a high level of detail orientation

● Extensive knowledge of technology solutions (Salesforce, CPQ solutions, reporting solutions)

● Prior experience in a high growth scaling company is a plus

● Experience working within or running a deal desk (process and deal structure knowledge) is a plus


Areas you will be impacting

For approximately the first 6 months, this role will be focused on assisting in standing up and administering the CPQ and Deal Desk process. In partnership with our existing team, this will entail:

a. Level 1 - Documenting current & future state CPQ and Deal Desk processes

b. Level 2 - Configuring and implementing a newly purchased CPQ solution - this includes integration with our CRM and digital signature solutions

c. Level 3 - Creation of Deal Desk process (approval flows, deal scoring)

d. Level 4 - Helping drive the shift to utilize Deal Desk as a strategic partner

During the evolution of the Deal Desk/CPQ processes, the candidate will also be working with the Sales team to aggregate, review and approve quotes for processing. The role will be 20% strategic and 80% execution of quotes.


Post 6 months, this role will transition. In this newly created role, you will:

● Partner closely with Sales and Sales leadership as needed including channel, sales engineering and customer support organizations

● Deeply understand current processes and proactively identify/implement opportunities for optimization to help drive productivity and scalability

● In partnership with leadership, help drive delivery and adoption of new processes & methodologies

● Work with leadership to determine the requirements for sales pipeline reporting & dashboards

● Data integrity - validation and preparation of data for closed bookings, invoicing.

● Assist with territory planning and quota setting process

● Organize and maintain documentation on Sales Portal

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