Sales Operations Analyst

Job Summary:

We are seeking a highly analytical and detail-oriented Sales Operations Analyst to join our Revenue Operations team. In this role, you will be responsible for providing critical insights and actionable recommendations that drive business decisions and enhance the effectiveness of our sales organization. You will work closely with sales leadership, marketing, and other cross-functional teams to develop dashboards, reports, and models that improve sales performance and operational efficiency.

Key Responsibilities:

- Data Analysis & Reporting:

  - Develop and maintain dashboards and reports in Salesforce, Power BI, and other tools to monitor key sales and marketing metrics.

  - Analyze sales performance data to identify trends, patterns, and opportunities for improvement.

  - Provide actionable insights to sales leadership and other stakeholders based on data analysis.

- Sales Metrics & Forecasting:

  - Track and report on sales KPIs such as pipeline health, conversion rates, average deal size, and sales cycle length.

  - Assist in the creation of sales forecasts and capacity models to support business planning.

  - Build models to compare prior year performance with the current year and analyze the impact on sales outcomes.

- Capacity Modeling & Territory Assignments:

  - Support capacity modeling and territory planning to ensure optimal resource allocation.

  - Assist in designing and maintaining territory assignments that balance workloads and maximize sales potential.

- Quota & Compensation:

  - Calculate sales quotas, ramp periods, and compensation models to align with business goals.

  - Collaborate with the finance team to ensure accurate and timely quota setting and commission calculations.

  - Develop tools and models to provide clarity to the sales team on how they will be compensated, with comparisons to previous years.

- Process Improvement:

  - Identify inefficiencies in sales processes and provide recommendations for improvement.

  - Work closely with cross-functional teams to implement changes and track the impact on sales performance.

- Ad Hoc Analysis:

  - Conduct ad hoc analysis as needed to support strategic initiatives and decision-making.

  - Provide analytical support for sales campaigns, marketing initiatives, and other projects as required.

Qualifications:

- Bachelor's degree in Business, Finance, Economics, Data Science, or a related field.

- 5+ years of experience in sales operations, business analytics, or a similar role.

- Strong proficiency in Salesforce, Power BI, and Excel, with the ability to build complex models and reports.

- Deep understanding of sales and marketing metrics and their impact on business performance.

- Experience with capacity modeling, territory planning, and quota calculation is highly desirable.

- Strong analytical skills with the ability to interpret complex data sets and provide actionable insights.

- Excellent communication skills, both written and verbal, with the ability to present findings to senior leadership.

- Strong attention to detail and ability to manage multiple projects simultaneously.

Preferred Qualifications:

- Experience with SQL, Power BI, Python, or other data visualization and analysis tools.

- Familiarity with CRM systems and sales automation tools.

- Knowledge of sales compensation structures and incentive programs.

- Experience measuring Marketing key metrics and lead flow funnels

Key Competencies:

- Analytical Thinking: Ability to break down complex problems into manageable parts and provide data-driven solutions.

- Attention to Detail: Meticulous in ensuring accuracy in analysis and reporting.

- Communication: Clear and concise in presenting findings and recommendations to various stakeholders.

- Collaboration: Works effectively with cross-functional teams to achieve shared goals.

- Proactive: Takes initiative to identify opportunities for improvement and drive them to completion.

Nextiva Core Competencies / DNA:

• Drives Results:  The successful candidate will be action oriented, with a passion for solving problems.  They will bring clarity and simplicity to ambiguous situations.  This individual will challenge the status quo; asking what we can do differently and finding ways to create and build more success.  They are a change agent, prepared to lead and drive changes as we transform. 
• Critical Thinker:  The successful candidate is fact based and data driven, able to understand and articulate the “why,” identifying key drivers and learning from the past.  They are forward-thinking, anticipating problems before they arise.  They’ll recommend and action well thought out solutions, understanding the risks and dependencies. 
• Right Attitude:  The successful candidate will be team-oriented, collaborative and competitive with a winning mindset; they’re resilient and able to easily bounce back from setbacks.  They will be able to zoom in / out, willing to be hands-on to help solve important problems while being a motivating figure for the team along the way.  They will embrace a culture of service and learning with a focus on caring, supporting and respecting our customers and team members.

Compensation, Rewards & Benefits:

The salary or hourly wage offered by Nextiva to external candidates considers a wide range of factors, including but not limited to skills sets, experience, training, licensure and certifications, etc. Our compensation decisions are dependent on the facts and circumstances of each case. Our estimate of the expected hiring range for the position as posted is $60,000 - $92,000. A different level in the job hierarchy may apply to a specific candidate resulting in a different hiring range.

Nextiva provides a comprehensive employee benefits package that includes medical (including supplemental plans for accident, hospitalization and critical illness), telemedicine, dental, vision, disability, life insurance, legal assistance, an Employee Assistance Plan, paid parental bonding leave, PTO for hourly employees and Flexible Time Off (FTO) for salaried employees, an employee long-term savings plan (401k) through Fidelity with Nextiva matching, comprehensive employee wellness programs and loads of learning and development opportunities which are coupled with career paths to last a lifetime.

Interested in joining our amazing team at Nextiva HQ? Apply today as we launch the future of business conversations! 🚀

Established in 2008 and headquartered in Scottsdale, Arizona, Nextiva secured $200M from Goldman Sachs in late 2021, valuing the company at $2.7B.To check out what’s going on at Nextiva, check us out on Instagram, Instagram (MX), YouTube, LinkedIn, and the Nextiva blog. 

Nextiva is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Nextiva participates in the E-Verify Program where and as required by law. For additional information about E-Verify visit USCIS. 

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