Sales Operations Analyst Resume

TECHNICAL SKILLS

Account Acquisition and management
Consultative B2B and B2C sales
Accounting & Finance: Matching Principle Amortization, Accruals, etc
Salesforce
Deal Negotiations
Experience with financial contracts and comfortable with contractual language
Financial Statement & Ratio Analysis
Comfortable with tight deadlines and prioritize workload
Advanced Microsoft Excel skills (VLOOKUP, Pivot tables, etc)
SQL, Python
Outlook
Risk Evaluation
Strategic sales and Business planning
Successful in an ambiguous environment

PROFESSIONAL EXPERIENCE

Confidential

Sales Operations Analyst

Responsibilities:

Performed accountabilities in accordance with established organizational metrics Identifies trends and continuously makes recommendations to improve processes
Assist in defining and developing reporting and analysis tools for management. Provide visibility on areas of concern and areas of focus
Designed, setup and maintained Salesforce standard objects, custom objects and junction objects, while also structuring user roles, security profiles and workflow rules
Created and updated users, reports and dashboards to track pipeline/stages for management visibility
Assisted in analyzing performance against key metrics and create variance reports for operational performance and analysis
Assisted in developing and maintaining key performance, operational, and sales metrics for sales management
Performs accountabilities in accordance with established organizational metrics. Identifies trends and continuously makes recommendations to improve processes
Performed own work and provides assistance to others as directed
Maintained positive relationships with clients and vendors, researched complex billing issues,
Maintained and analyzed large data using Excel, Salesforce.com, and Power BI
Monthly variance reconciliation and communication with Sales, Finance and Accounting teams
Knowledge of accounts receivable and accounts payable by working directly with the departments to identify unapplied cash and vendor payments.
Proactively improve, enhance data and system customizations that meet business requirements
Excellent analytical, problem solving, decision - making and presentation skills
Responsible for data accuracy, performing and reporting on periodic audits and data integrity checks
Support weekly, monthly and quarterly reporting

Confidential

SENIOR Banker & ANALYST

Responsibilities:

Completed in-depth analyses for business-optimization projects, reporting tools, back-office programs and payment-processing apps. Measurable outcomes: 12% revenue growth, 95% account-retention and 15% increase in referrals
Provided executives with analytics and decision support tools used as a basis for reorganization, consolidation and relocation strategies
Utilized sales analysis tools to understand customer dynamics while identifying opportunities and trends in order to create action plans to meet sales goals
Analyzed contracts to ensure contract and invoicing are in compliance with appropriate guidelines, and regulations.
Account management for clients to ensure that their investments align with their financial objectives and suitability
Exercised detailed analysis and judgment to review and maintain CRM records of business, new business potential, and provide informed feedback to management.
Delivered transformative innovation by creating action plans to meet sales goals; utilized sales analysis tools to understand customer dynamics and trends.
Leveraged experience and training to conduct market research, interview clients, and propose appropriate strategic and IT solutions for Online Services.
Drove strategic decisions and offered recommendations to the IT department for digital services.
Participated in key meetings with clients including requirement sessions, system demos, user acceptance testing, and end-user training.

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