Greater Philadelphia
Experienced Sales Operations Analyst with a demonstrated history of working in the information technology, e-commerce, manufacturing, insurance, and services industries. Skilled in Sales Operations, Sales Enablement, Customer Relationship Management (CRM), Teamwork, and Leadership.
• Manage Salesforce CRM for global sales team to ensure data accuracy and alignment with sales process. • Create and maintain reports and dashboards for sales leadership to show visibility of current pipeline and won opportunities. • Provide sales territory planning support for AMER, EMEA, and APAC regions, strategizing alignment changes with sales leadership. • Implement sales tools across the organization and provide ongoing training and support. • Support ad hoc IT system changes through testing in sandbox environments and providing feedback to IT.
• Provide sales operational support for over nine regional markets including projecting reports, market forecasts, and policy related inquiries. • Manage Salesforce implementation and transition from current Producer Management Application (PMA) while utilizing Salesforce to maintain producer demographic integrity. • Process, validate, and analyze producer payment files for annual bonus program for assigned markets and troubleshoot annualized premium discrepancies. • Review merger and acquisition requests by reviewing compliance documents and updating producer information in PMA based on producer demographic changes. • Update and manage compensation agreements annually and make adjustments in the compensation system.
• Maintained CRM opportunities to optimize information for sales representatives and forecasting. • Responsible for sales and marketing department onboarding including product training, sales certifications, and coaching. • Developed and managed professional development program consisting of training, onboarding, and coaching. • Coordinated marketing content updates for employee training, SharePoint site repository, and Microsoft Teams content. • Tracked new sales hires’ bonuses and monitor opportunities during onboarding period. • Managed go-to-market strategies using project management software, weekly meetings, and project tracking. • Ensured product marketing services and operations support on all company initiatives. • Coordinated activities between all functional groups, including sales operations, product marketing, and professional services.