Baker Tilly US

Sales Operations Senior Associate

Baker Tilly US

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • 🇺🇸 United States

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Salary

💰 $67,060 - $127,120 per year

Job Level

Senior

About the role

  • Support the business with reporting and analytics.
  • Collect, analyze, and interpret sales data to provide actionable insights and support decision-making.
  • Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement.
  • Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders.
  • Manage sales data, ensuring accuracy and completeness in Salesforce.
  • Reinforce data hygiene best practices.
  • Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities.
  • Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards.
  • Monitor sales-related expenses, ensuring alignment with budgets and financial targets.
  • Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency.
  • Assist in the territory planning and/or target setting process as needed.
  • Ensure territory maps, account assignments, and targets are maintained properly.
  • Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals.

Requirements

  • Bachelor’s degree
  • Minimum of 3+ years of experience in sales operations or a related role.
  • Strong proficiency in CRM tools, Salesforce preferred.
  • Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations.
  • Pipeline management and revenue forecasting experience.
  • Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
  • Experience with Power BI a plus.
  • Ability to maintain data integrity, consistency, and quality in a fast-paced environment.
  • Must have strong communication skills, sense of urgency, and willingness to take initiative.
  • Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines.
  • Exceptional organizational and time-management skills.
  • Ability to work in a remote or hybrid environment.
Benefits
  • N/A 📊 Resume Score Upload your resume to see if it passes auto-rejection tools used by recruiters Check Resume Score

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysissales data interpretationkey performance indicators (KPIs)pipeline managementrevenue forecastingdata integritydata hygienedocumentation of sales processessales operationsanalytics
Soft skills
analytical skillscommunication skillsorganizational skillstime-management skillscollaborationinitiativesense of urgencyproject managementadaptabilityattention to detail
Certifications
Bachelor’s degree
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