Accounting – Sales Operations, Associate
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Job Description
Sales Operations Associate analyzing pipelines, forecasts, and Salesforce data for Riveron, a business advisory firm. Supporting PowerBI reporting and sales initiatives.
Responsibilities:
- Provide reporting and analysis supporting Sales Operations and Executive leadership
- Track sales productivity, analyze pipelines, and support forecasting
- Support data mapping, cleanup, and enhancements to PowerBI reporting
- Complete ad hoc pipeline and sales analyses for Sales, Operations, and Executive Leadership
- Support pipeline trends newsletters and firmwide communications
- Ensure completeness and integrity of Salesforce data feeding PowerBI operational reports
- Support Sales Operations through acquisitions and integrations
- Assist with Market, Segment, and Industry Meeting content and talking points
- Train employees on PowerBI, Salesforce, and other data-centric reports and metrics
- Audit Salesforce pipeline data for accuracy and currency
- Use sales tools and research platforms to create market and industry analyses
- Support development of robust sales training programs
- Undertake ad hoc projects
- Work across accounting, operations, talent deployment, marketing, finance, scheduling, IT, and executive management teams
Requirements:
- Master’s degree in finance or a related field
- 5+ years of experience in sales operations or a financial/business analyst role focused on the sales organization
- Proficiency with Microsoft Office tools, including advanced Excel (v-lookups, pivot tables, index match, indirect and offset functions, and modeling is a plus), Word, and PowerPoint
- Experience with Salesforce, HubSpot, or a similar CRM tool required
- Excellent analytical skills
- Ability to work in dynamic environments
- Ability to craft and deliver verbal and written messages and recommendations to varied audiences
- Ability to develop relationships in person and over the phone
- Ability to work independently and collaboratively
- Ability to prioritize, meet deadlines, multitask, and remain organized
- Ability to exercise judgment, discretion, and confidentiality
- Ability to work non-standard business hours as needed
- Willingness to work the 6 PM IST to 3 AM IST shift
Benefits:
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off (PTO)
- Comprehensive benefits package
- Flexible work arrangements
- Progressive benefits
- Mentorship and growth opportunities
- Community service, training, interviewing, intramurals, and social/networking activities
- Competitive compensation
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