What You’ll Do

• Participation & support of UNIT sales management cadence
• Aligned to specific Sales UNIT’s
• Ownership of WW projects and initiatives
• Part of a team of 4/5 analysts working for a Team Leader

Key Responsibilities

• Salesforce.com management: Contact Records, Aged Opportunity management, User permissions, ARR Category Changes, Duplicated accounts
• Build, manage, and optimize Power BI dashboards to support sales performance tracking and forecasting. Connect and integrate multiple data sources (e.g., Salesforce, Excel, SharePoint) into Power BI for automated reporting.
• Maintain and manage CRM data quality through regular audits and reports. Boostup Opportunity Pathing updates
• Support day-to-day sales operations activities including pipeline hygiene, territory alignment, quota tracking, and reporting.
• Support the annual territory planning process in conjunction with the UNIT Sales Operations Managers (SOMS)
• Proficiency in Advanced Excel (pivot tables, VLOOKUP/XLOOKUP, formulas, charts).
• Support Unit SOMS with data and analysis prep for unit and functional quarterly business reviews
• Reporting to Right Shore Operations Team Leader

Who You’ll Work With

• UNIT Sales Operations Managers (SOMS)
• Operations teams and collaborating departments
• Upper management

 Minimum Requirements

• Communication skills for effective verbal and written communications with operations teams, collaborating departments, and upper management
• Analytical and problem-solving skills to identify opportunities for sales process improvements and develop and implement new strategies
• Proficiency in using Salesforce.com and database software tools (PowerBI, etc.) for daily tasks, including running and interrogating reports, updating logic and filters, and creating new reporting views

 What You’ll Bring

• Significant experience in a relevant sales operations role
• Bachelor’s degree in business or related fields (finance, statistics, reporting)
• Familiarity with Salesforce reporting and dashboards.
• Power BI certification or relevant training (would be an added advantage).

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