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Sales Operations Analyst

WorkFusion, Inc.

This is a Full-time position in Chicago, IL posted March 6, 2021.

At WorkFusion, we’re building software products that are changing the world and 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 and customers can be served faster and better.

WorkFusion is widely recognized as the world leader in intelligent process automation with its Intelligent Automation Cloud which combines RPA, machine learning and work analytics in one unrivaled platform that is easy to deploy and unlimited to scale. We compete in the fastest growing segment in software and 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 and 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 and transportation. 


As a Sales Operations Analyst, you will be responsible for the communication of all the sales data reporting and analytics, mainly using as your data source for the Global Sales Organization. You will work closely with Sales team members, building dashboards and conducting ad hoc analyses to help support the team and executive management goals. You will leverage data to provide actionable insights to stakeholders. Ensure reporting, analytics and dashboard needs are met for front and back office teams across the org, including tracking new, expansion, retain, and services ARR.


· Support the development of sales and operations strategy, understand priorities and execute operational plans. 

· Optimize sales and operational efficiency through innovative thinking, process improvement and system enhancements and best practice sharing. 

· Engage and work with aligned operations teams and lines of business to more effectively achieve data needs and analysis results. 

· Manage multiple concurrent projects and initiate, drive projects to completion with minimal guidance. 

· Apply quantitative analysis and data visualization to tell the story behind the numbers. 

· Ability to understand, create, and deliver top-quality, audience-appropriate communication. 

· Assist the sales operations manager in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales team’s performance. 

· Develop and maintain sales analytics reports and dashboards to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams. 

· Drive process improvement and manage all aspects of Salesforce CRM including workflow, reporting, data integrity and maintenance. 

· Process orders and support sales teams with planning and operational tasks. 

· Provide Salesforce administration setup and training for all users, system configuration, reporting, documentation of best practices and maintenance of data. 

· Partner with IT teams to understand new capabilities available in Salesforce and train sales representatives to use these capabilities. 

· Apply data cleansing techniques to improve the quality and accuracy of contacts and accounts databases and develop processes and methods for acquiring net new names to our database 


· BA/BS degree in a technical or business-oriented field 

· 3 years of strong analytical and 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, and other Microsoft Office Applications. 

· Competency with relational databases and SQL queries. 

· Proven Ability to work and interact in a fast-paced environment and comfortable with requirement to multi-task 

· Strong analytical skills with attention to detail 

· Strong written and verbal communication skills 

· Experience with visual analysis applications and sales intelligence software (e.g. InsightSquared) 

· Proven experience in developing, building and delivering quantitative metrics in a business context preferred.

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