Sales Operations Associate

The Sales Operations Associate reports to the Digital Communications & Business Analytics Manager and supports the Sales, Marketing, and Customer Service organizations through business analytics, sales operations, and technology initiatives.

This role is responsible for analyzing business data, optimizing sales systems and processes, developing actionable reporting and insights, and supporting strategic initiatives that improve operational efficiency and enable informed business decisions.

• Develop, maintain, and distribute recurring sales reports, dashboards, and business analytics to support Sales leadership and field teams.
• Analyze sales performance, customer trends, pricing, contracts, territory alignment, and othe business metrics to identify opportunities and support strategic decision-making.
• Support sales planning activities including forecasting, quota development, compensation analysis, and performance measurement.
• Administer and optimize CRM and related business systems, ensuring data integrity, system performance, and consistent reporting across platforms.
• Provide training, documentation, and ongoing support for CRM and sales technology users.
• Collaborate with Sales, Marketing, Finance, IT, and other cross-functional teams to support business initiatives, product launches, and process improvements.
• Support sales initiatives, meetings, incentive programs, and recognition activities through reporting, analytics, and operational coordination.
• Evaluate, recommend, and implement improvements to business processes, reporting methodologies, and sales technologies through automation, technology, and data-driven solutions to enhance organizational effectiveness.
• Perform other related duties as assigned.
• Adhere to all company policies, procedures, and business ethics standards.

• Strong analytical and problem-solving skills with the ability to interpret data and identify actionable business insights.
• An understanding of business processes, sales operations, and data-driven decision making.
• Proficiency with Microsoft Office applications, including advanced Excel skills and the ability to create professional presentations.
• Working knowledge of CRM, ERP, business intelligence, and analytics platforms.
• Strong aptitude for learning and leveraging new technologies, business systems, and digital tools.
• Experience with or interest in process automation, data integration, programming, or other technical solutions is preferred.
• Ability to manage multiple priorities while maintaining a high level of accuracy and attention to detail.
• Excellent organizational, communication, and interpersonal skills, with the ability to collaborate effectively across departments.
• Self-motivated with a continuous learning mindset and a willingness to adapt to evolving business needs and technologies.

• Bachelor's degree in Business Administration, Finance, Economics, Data Analytics, Information Systems, Computer Science, or a related field; or an equivalent combination of education and experience.
• Experience in Sales Operations, Business Analytics, Business Intelligence, CRM Administration, Sales Support, or a related analytical or operational role.
• Experience working with Salesforce or a comparable CRM platform required.
• Experience with business intelligence, ERP, reporting, or analytics platforms (e.g., SAP, Power BI, Google Looker Studio, or similar) preferred.

• Sit, stand, bend, lift occasionally lifting.
• Ability to listen and speak with employees and vendors.
• Occasionally lift up to 25 pounds.
• View and type on computer screens for long periods of time.

This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned.