Sales Operations Analyst

4 days ago


Brea, California, United States enVista Full time

Job Description

The Sales Operations Analyst - Data Insights plays a pivotal role in enhancing data visibility and providing actionable commercial insights to leadership and the commercial organization. This position is responsible for driving, improving, and implementing analytical tools to boost sales force effectiveness (SFE), maintain focus on business priorities, ensure data accuracy across systems and reports, and represent sales operations in dedicated projects with significant commercial impact.

This senior-level position requires close collaboration with stakeholders such as Finance, IT, Regional CRM teams, and local sales admin/operations in countries. To be successful, the candidate should possess a strong analytical mindset, passion for data analysis, ability to reassess priorities, excellent time management, organizational skills, orientation towards process improvement/automations, and understanding of the commercial mindset.

Main Responsibilities:

  • Develop, build, maintain, and improve existing analytical tools in Tableau and CRM.
  • Analyze monthly sales performance and run monthly processes.
  • Run ad hoc analyses of varying complexity using different data sources with Tableau.
  • Ensure data quality and integrity in various Tableau data sources, including COPA, DSA, Order Lines, etc.
  • Review and standardize processes across regions (customer hierarchy implementation, customer master data maintenance, customer allocation, new/lost customer validation, etc.).
  • Be accountable for CRM enhancement requests, implementation, and roll-out of standard work across the organization.
  • Act as the main point of contact for local CRM power-users to collect and share best practices across the region to drive efficiencies.
  • Provide guidance to local CRM power-users when processes are unknown or not respected.
  • Design and develop internal training for our sales force.
  • Create new documentation for new processes and standard work.
  • Update relevant existing documents.


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