Cnect

Sales Operations & Analytics Manager

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • 🇺🇸 United States

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Salary

💰 $90,000 - $135,000 per year

Job Level

Mid-LevelSenior

Tech Stack

Tableau

About the role

  • Develop a strong understanding of key performance indicators and revenue drivers.
  • Build and maintain dashboards, reports, and analytics in Salesforce, Tableau, ThoughtSpot, Excel, Airtable, etc.
  • Partner with cross-functional teams and executive leadership to ensure data integrity and process compliance.
  • Develop forecasting models, pipeline analysis, and performance metrics to support leadership decisions.
  • Support GTM planning, territory design, and quota setting with data-driven insights.
  • Analyze and synthesize sales data, feedback from the field, and market trends into actionable insights and recommendations.
  • Become a subject matter expert on current tools and technologies.
  • Manage Salesforce enhancements impacting the Advisory business, including updating fields, building campaigns, workflows, reporting, and automation for GTM processes and salesperson efficiency/effectiveness; this may include a mix of directly making changes within business-side permission levels and representing the Advisory business in developing requirements with tech teams and/or other stakeholders.
  • Collaborate with Advisory sales personnel and stakeholders to influence the adoption of Salesforce.
  • Drive continuous improvement initiatives by identifying bottlenecks and recommending solutions.
  • Collaborate with the Director and team to execute standard change-management procedures across Advisory Experience. Own day-to-day tactical communications (e.g., Advisory newsletter) and support knowledge management for Advisory Experience team.
  • Maintain library of content such as training, sales collateral, and scripting as well as both executive and front-line facing presentation materials. Facilitate regular updates to content via collaboration with cross-functional SME partners.
  • Manage on-time delivery of projects with multiple stakeholders.
  • Assist leadership as needed on other business management initiatives.

Requirements

  • Curiosity more than anything else; hunger to learn and grow
  • Value diversity in any sense of the word
  • Attention to details, details, details
  • Talent in bringing “method to madness”
  • Demonstrated success in building, scaling, and/or implementing new things to enable sales
  • Change agent
  • Enjoy collaboration and learning
  • Ability to describe your unique value and ideas for helping this new team’s mission
  • Advanced proficiency in Excel (pivot tables, complex formulas, modeling)
  • Experience with BI tools (Tableau, ThoughtSpot, Power BI) for visualization and insights
  • Strong Salesforce expertise (basic updates, campaigns, reporting, dashboards, process automation)
  • Ability to translate data into actionable insights and communicate effectively with stakeholders, including executives
  • Comfortable working through ambiguity and driving clarity in evolving business environments.
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Applicant Tracking System Keywords

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

Hard skills
data analysisforecasting modelspipeline analysisperformance metricsdata visualizationprocess automationExcelSalesforceTableauThoughtSpot
Soft skills
curiosityattention to detailcollaborationchange agentcommunicationproblem-solvingadaptabilityinfluencetactical communicationlearning
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