Lead Sales Operations Analyst

2 weeks ago

Watertown, Massachusetts, United States Evolv Technology Full time

The Opportunity

Are you adept at aligning organizational goals with operational capabilities? Do you thrive in collaborating with stakeholders to gather insights, evaluate workflows, and partner with Salesforce developers to craft impactful solutions? If you possess a background in generating and sustaining Salesforce reports and dashboards, overseeing intricate projects, and conducting user training sessions, we would like to connect with you.

Evolv Technology is on the lookout for a Lead Sales Operations Analyst to propel our business expansion through improved sales facilitation. We require an individual who has a profound understanding of Salesforce, can strategize effectively, and exhibits strong analytical and organizational capabilities. You should be capable of managing and prioritizing various requests, communicating clearly, and fostering robust internal collaborations.

Your responsibilities will center around utilizing CRM Analytics to enhance data-informed decision-making, refine processes, and support our Go-To-Market (GTM) initiatives. Currently, we lack in-house proficiency in CRM analytics and process enhancements essential for executing our GTM strategy at scale.

Success in the Role: Key Performance Objectives

In the initial phase, you will:

  • Acquaint yourself with Evolv's mission, core values, and product offerings.
  • Engage in our new hire orientation program.
  • Establish a framework for the CRM Analytics Forecast Dashboard.
  • Attain a foundational understanding of how Salesforce is utilized within the GTM organization.

Within a few months, you will:

  • Roll out the first version of the CRM Analytics Forecast Dashboard for GTM leadership.
  • Formulate a roadmap for additional reporting and dashboards for the GTM team.
  • Develop the initial version of the process improvement roadmap.
  • Outline the Customer Journey and align it with the process improvement roadmap.

By the conclusion of your first year, you will:

  • Achieve notable enhancements in the visibility of GTM metrics utilized for decision-making.
  • Ensure that Salesforce users comprehend which dashboards to utilize and when.
  • Improve automation and Salesforce processes for user-friendliness.
  • Implement tracking of GTM support cases within Salesforce through Revenue Operations.

The Role: Daily Responsibilities

Expertise in CRM analytics is a crucial competency for this position.

Analytics & Technical Development:

  • Construct the reporting framework within Salesforce to deliver analytics for data-driven decision-making through reports, dashboards, and CRM Analytics.
  • Enhance the performance of existing reports and create new ones to support business needs.
  • Identify and execute data accuracy improvements as new dashboards are developed.
  • Maintain a comprehensive list of audited dashboards and reports with usage guidelines.
  • Stay informed on Salesforce best practices and new features related to reporting and analytics.
  • Provide technical assistance and troubleshooting for report and dashboard-related challenges.
  • Utilize CRM Analytics for reporting on customer journey metrics.

Operational Efficiency and Process Enhancement:

  • Assess current business processes and pinpoint opportunities for enhancement and automation through Salesforce and other internal tools.
  • Collaborate with internal teams to identify and implement operational efficiencies throughout the customer journey.
  • Lead the requirements gathering process for these initiatives.
  • Document comprehensive business requirements, solution designs, and functional specifications for identified process enhancements for Salesforce implementations.
  • Develop testing plans and conduct evaluations to ensure that solutions meet business requirements and are free of defects.
  • Create a roadmap for ongoing improvements.
  • Assist in data migration and cleansing activities to ensure data integrity within Salesforce.
  • Identify and prioritize workstreams to implement the most impactful changes.

Enablement:

  • Support the onboarding of new Salesforce users.
  • Develop and deliver Salesforce training curriculum for new user onboarding.
  • Create training materials and instruct end-users on general Salesforce usage, as well as accessing and interpreting reports and dashboards.
  • Assist in the onboarding and offboarding of new Sales representatives.

Leadership:

  • Cultivate and strengthen relationships across the organization.
  • Drive consensus among departments to ensure alignment and effective solutions.
  • Collaborate with the Revenue Applications team to design scalable and efficient solutions leveraging Salesforce capabilities to meet stakeholder business requirements and address pain points.
  • Support the Sales team in all Salesforce-related matters.

Team Structure and Culture:

You will be part of the Revenue Operations team, reporting directly to the VP of Revenue Operations. The team culture is built on trust, collaboration, and continuous development through kindness, authenticity, courage, drive, and enjoyment.

Compensation and Benefits:

The base salary range for this full-time position is competitive and includes additional components such as bonuses and equity. Evolv Technology offers a flexible work environment, unique culture, and comprehensive benefits including medical and dental insurance, a 401(k) plan, unlimited vacation policy, and tuition reimbursement.

Evolv Technology is an Equal Opportunity Employer and is committed to fostering a diverse and inclusive workplace. We welcome and encourage applications from individuals of all backgrounds and experiences.

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