Support daily operational needs of the sales organization, including data management, reporting, and process optimization
Collaborate regularly with sales leadership to review performance metrics, identify trends, and recommend strategic actions
Assist the Sales Operations Manager with territory planning analysis and optimization
Manage weekly and monthly updates to forecast models that integrate multiple variable inputs
Configure and maintain Salesforce.com data, including creation and management of custom reports and dashboards
Monitor and ensure data accuracy across integrated systems and metrics
Own MTD, QTD, and YTD reporting and visibility of Kestra’s Key Performance Indicators (KPIs) specific to commercial operations
Assist with project management for selected initiatives across the sales and commercial teams
Push and pull data from Kestra systems to support reporting and analysis needs
Develop and maintain reporting tools to support business decision-making
Contribute to the development and execution of overall sales operations strategy and objectives
Partner with departmental stakeholders to understand business goals and deliver data-driven insights

Requirements

Bachelor’s degree (BS or BA), preferably in Business or a related field
Minimum of 3 years of professional experience in sales, sales operations, or a related analytical role
Demonstrated ability to deliver valuable and timely reporting to all levels of Sales Leadership
Experience working with cloud-based systems such as Salesforce.com, including report and dashboard creation
Strong written and verbal communication skills, with the ability to present complex data clearly
Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP across datasets, and nested IF formulas
Proficiency in Microsoft PowerPoint, including the ability to create clear and impactful chart visuals
Excellent organizational, interpersonal, and communication skills
Strong project management skills
Analytical mindset
High attention to detail and data accuracy

Benefits

Applicant Tracking System Keywords

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

data managementreportingprocess optimizationforecast modelsSalesforce.comcustom reportsdashboardsMicrosoft Excelpivot tablesVLOOKUP

communication skillsorganizational skillsinterpersonal skillsproject managementanalytical mindsetattention to detail