SUMMARY
Through the combination of strong analytical skills and business acumen, demonstrates the ability to translate complex data into actionable recommendations. Responsible for analyzing sales data, optimizing processes, and providing critical insights that drive our revenue growth strategy. Works closely with sales leaders, representatives, and cross-functional teams to identify opportunities for improvement and implement data-driven solutions. Maintains the integrity of sales data, creates meaningful reports and dashboards, and supports the sales team with analytical insights that enhance their effectiveness.
- ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
- Core duties include reporting CRM integrity, process improvement, forecasting, planning, and cross-functional analysis.
- Data Analysis and Reporting
- Analyzes sales performance metrics, trends, and KPS to identify opportunities and risks
- Creates and maintains comprehensive sales dashboards and reports for leadership team
- Conducts deep-dive analysis of sales pipeline, conversion rates, and revenue forecasting
- Monitors and reports on sales team performance against targets and quotas
- CRM Management and Data Integrity
- Maintains data quality and integrity across all sales systems and platforms
- Implements and enforces data governance standards and best practices
- Optimizes CRM configuration and workflows to improve user adoption and data accuracy
- Conducts regular data audits and cleanup initiatives to ensure reliable reporting
- Sales Process Optimization
- Evaluates and improves existing sales processes to increase efficiency and effectiveness
- Identifies bottlenecks in the sales funnel and recommends process improvements
- Supports implementation of new sales tools and technologies
- Documents and standardizes sales operations procedures and workflows
- Forecasting and Planning Support
- Assists in the development of accurate sales forecasts and pipeline analysis
- Supports annual and quarterly sales planning processes
- Analyzes territory performance and provides recommendations for optimization
- Tracks and reports on sales goal achievement variance analysis
- Cross-functional Collaboration
- Partners with marketing team to analyze lead quality and conversion metrics
- Collaborates with finance on revenue recognition and sales compensation analysis
- Works with IT teams to implement and maintain sales technology stack
- Supports sales enablement initiatives with data-driven insights
- Strategic Analysis and Insights
- Conducts competitive analysis and market research to inform sales strategy
- Analyzes customer segmentation and buying patterns to optimize sales approach
- Provides analytical support for sales leadership decision-making
- Presents findings and recommendations to senior management and stakeholders.
- Other
- Requires infrequent travel within the North America region
- Understands and follows safety regulations and identifies safety concerns
- Adheres to the Quality System and participates in continuous improvement.
- Other duties as assigned.
- EDUCATION and/or EXPERIENCE
- -Bachelor’s degree in a related field plus three years of relative analytical experience is required; or equivalent combination of education and experience.
- -Advanced computer skills (MS Office including Word, Excel, Teams) prior experience with CRM system, sales-process fluency, strong research and analytical skills, strong communication and practical problem-solving skills, and the ability to maintain confidentiality is required. -SalesForce experience is a plus.
KUKA is an Equal Opportunity Employer committed to building an inclusive and diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other factor protected by applicable federal, state or local laws.
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Sales Operations Analyst
KUKA
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