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(US) Sr. Revenue Operations Analyst - Senior Care

PointClickCare

PointClickCare

IT, Operations
United States · Remote
Posted on Nov 9, 2024
The Senior Revenue Operations Analyst will report to the Senior Manager of Revenue Operations for Senior Care. This role will have a sales focus within the Senior Care Business Unit, with key objectives to design and manage reporting on key sales performance metrics, optimize the utilization and adoption of sales technology, lead territory design and management, and perform data analysis for process improvement projects. The Senior Revenue Operations Analyst will work cross-functionally with all sales teams, with the primary objective of enabling sales leadership to make effective, data-driven strategic decisions.
Key Responsibilities:
Data Analysis-
· Provide reporting and analysis of sales data to management to inform strategy and tactics, including territory design and optimization
· Prepare regular, comprehensive KPI analysis for consumption by SLT/ELT, supporting the Senior Manager
· Support month end close and deal closure process, as well as reconciliation
· Support new fiscal year planning with required TAM and quota analysis
· Lead the 90-day bookings forecast cycle, working in close collaboration with FP&A, and support building a 12 month rolling bookings forecast
· Collaborate with Corporate Data Office (CDO) to maintain data quality and integrity of key sales systems
· Create and manage reporting for key sales performance metrics, such as pipeline management, sales attainment, win/loss ratio, average length of sale, etc.
· Conduct data analysis to support continuous business process improvement
· Support sales employees on effective use of sales systems (Salesforce, Clari, Insights, etc.)
· Partner with the Business System Analyst to drive continuous improvements in sales systems and tools
· Support sales commission calculation and communication process in partnership with Total Rewards
CRM Utilization and Adoption
· Collaborate with sales enablement in the development of a comprehensive Sales Operations Playbook detailing all key CRM workflows (lead management, opportunity management, quoting, etc.)
· Provide one-on-one assistance for sales employees experiencing technical issues with the CRM
· Collaborate with the Corporate Data Office (CDO) on continuous improvement of CRM processes and data accuracy
Sales Automation, Demand Generation and Deal Acceleration
· Collaborate with the SDR Manager and Marketing to optimize implementation of existing sales automation tools and follow-up of marketing qualified leads
· Lead the evaluation and implementation of new sales automation tools
· Lead the transformation of sales automation activity data into actionable insights that improve sales outcomes
· Work together with sales reps on whitespace and territory analysis to identify high-value prospects (leveraging our internal RADO model) capable of converting to revenue with maximum efficiency
· Provide ad hoc analysis of CRM and market data required to accelerate deal progression and improve win rates
Cross Functional Business Unit Support
· Partner with other Senior Care Revenue Operations Analysts to provide ad hoc support for other functional areas, as required

Qualifications & Skills

  • 3+ years of sales analytics or sales/business operations experience
  • Bachelor’s degree
  • Proficient with Salesforce CRM, Clari experience is considered an asset
  • Experienced in process analysis, design, optimization, and documentation. Demonstrated success in automating existing manual processes.
  • Service-oriented mindset: always dedicated to delivering the best results to the internal customer
  • Meticulous attention to detail and excellent organizational skills
  • Can work independently to meet deadlines and produce quality results
  • Can prioritize and manage multiple projects simultaneously
  • Strong written and oral communication skills
  • Strong interpersonal and relationship-building skills
  • Proficiency in Microsoft Office applications (Outlook, Excel, Word, PowerPoint), and Advanced MS Excel skills (complex pivot tables, advanced formulae, PowerPivot)
  • SQL (Structured Query Language), Visual Basic, Python, PowerBI strong assets
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