Sales Support Analyst, Salesforce

Position Summary:
The Sales Support Analyst plays a key role in helping the sales team sell more and sell faster. The role also supports the pricing team to maximize pricing impact more efficiently.

The Sales Support Analyst is responsible for system administration and will own the processing of assigned renewals and the quoting for specified products.  This role is a right hand to the sales and pricing teams.  The preferred candidate for this role can interact with internal and external stakeholders in a professional manner.


Primary Accountabilities:

• Operational (50%)

  • Work closely with sales teams and pricing partners to build quotes for specified products within Salesforce using CPQ
    Review and ensure accuracy in Sales Quotes, Opportunities, and Contracts Records

  • Using CRM and Excel, across multiple data sources, provide meaningful ad hoc reporting and analysis to sales teams, leadership and others as needed

  • Provide day-to-day end-user support and assist users with best practices to improve and increase their knowledge of Salesforce

  • Assist with cross-team process improvement or reporting projects as needed by leveraging Excel and Salesforce expertise

  • Work together with multiple departments (i.e., engineering, production, the business units) as needed to ensure accurate quotes and lead times

  • Builds estimate, and prices, standard and non-standard jobs at a level that keeps our products competitive and maximizes profit

  • Work cross-functionally and collaborates with sellers, sales leaders, Legal, Pricing, and Finance to support day-to-day operations

  • Own the creation, management, and accuracy of Renewal Opportunities in Salesforce

• Technical (30%)

  • Translate pricing models in Excel to quote records in Salesforce

  • Maintain quoting/product databases as well as Salesforce opportunities

  • Perform data validation

  • Design, implement and maintain dashboards for sales leaders and sellers, calling out actionable insights to improve the sales process

  • Draft schedule fee pages for legal contracts using data in Salesforce, Ironclad and Excel

  • Lead efforts to maintain system wide data cleanliness for accurate reporting

• Administrative (20%)

  • Function as support for Sales teams to answer questions about utilizing Salesforce for sales velocity

  • Assist in documenting processes and improvement recommendations

  • Assist sellers with questions, help troubleshoot issues and problem solve error messages

  • Work closely with the Adoption and Change Management team to give Sales tools and training as necessary

  • Follow up on and modify quotes as necessary

  • Support the execution of CPI increases on renewal contracts

  • Consistently demonstrate superior customer service by combining system knowledge, sales, product and problem-solving skills.

  • Work on special projects, reporting, analysis, processes and assignments between sales and other departments (operations, marketing, finance, etc.)

Additional Responsibilities:

• Performs other duties as assigned

• Complies with all policies and standards

Required Qualifications:

• Associates or Bachelors’ degree preferred in finance or business administration

• 1-3 years of experience in sales operations, sales support, quoting, technical customer service, or an equivalent combination of training and experience required to complete the essential functions/job responsibilities of this position

• Beginner knowledge of Salesforce administration

• Strong analytical mindset 

• Proficiency in Google Suite of Applications and Tools (Docs, Sheets, Slides)

• Aptitude for quickly learning new tools and processes

• Strong written and verbal communication skills

• Time management, ability to multitask, highly organized, and deadline driven

• Strong mathematical skills and practical knowledge of measuring tools, equipment and concepts  

• Ability to work well with others and support team goals

Physical Demands

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

• Use Hands to Handle Objects - Regularly

• Reach with Hands or Arms - Regularly

• Talk or Hear and Read Instructions - Regularly

• Stand, Kneel, or Stoop and Lift 20 Pounds - Occasionally

• View Items at a Close Range - Regularly

Rarely: Job requires this activity up to 25% of the time
Occasionally: Job requires this activity between 25% - 50% of the time
Frequently: Job requires this activity between 50% - 75% of the time
Constantly: Job requires this activity more than 75% of the time

Individual Competencies

• Teamwork: Advanced communication skills used to lead a team.

• Adaptable: Arrives at a conclusion based on previous experiences and good judgment.

• Curious: Asseses circumstances using experience and a variety of information gathered.

• Analytical and Critical Thinking: Communicates using persuasion and authority.

• Communication: Contributes to strategy for their team.

• Collaboration: Creates internal alliances outside the immediate team or department.

As an Inmar Associate, you:

• Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.

• Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.

• Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results.

• Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.

• Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.

• Support a safe work environment by following safety rules and regulations and reporting all safety hazards.

#REMOTE

#LIREMOTE

At Inmar, we put people first and that means empowering our associates to thrive at every stage of life and career. Our comprehensive and competitive benefits package is thoughtfully designed to support a wide range of lifestyles and life stages.

Eligible associates have access to:

• Medical, Dental, and Vision insurance

• Basic and Supplemental Life Insurance options

• 401(k) retirement plans with company match

• Health Spending Accounts (HSA/FSA)

We also offer:

• Flexible time off and 11 paid holidays

• Family-building benefits, including Maternity, Adoption, and Parental Leave

• Tuition Reimbursement and certification support, reflecting our commitment to lifelong learning

• Wellness and Mental Health counseling services

• Concierge and work/life support resources

• Adoption Assistance Reimbursement

• Perks and discount programs

Please note that eligibility for some benefits may depend on your job classification and length of employment. Benefits are subject to change and may be governed by specific plan or program terms.

We are an Equal Opportunity Employer, including disability/vets.

This position is not eligible for student visa sponsorship, including F-1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.