We are a collective group of fearless people with a clear purpose: to empower professionals around the world through intelligent workflow automation software. Currently, more than **450 people** across 7 countries work with us, **remotely or in a hybrid way**, to make life easier for over **4,000 companies** using Pipefy in more than **150 countries**. Since our founding in 2015, we put people at the center of everything we do, so we invite you to learn more about this position and apply to be part of our team.
Job Description:
We are seeking a highly motivated and detail-oriented Sales Operations Specialist to join our dynamic team. The ideal candidate will have a strong background in sales operations, data analysis, process improvement and be ready to serve as a Business Partner to our business leaders. In this role, you will provide insights to drive decision-making, focusing on enhancing efficiency and effectiveness in sales processes. You will collaborate with cross-functional teams, analyze data, and implement strategies to optimize sales performance.
Main Responsibilities:
Data Analysis and Reporting:
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Collect, analyze, and interpret sales data to provide actionable insights.
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Develop and maintain dashboards and reports to track key performance indicators (KPIs) and sales metrics.
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Proficiency in data analysis tools (e.g., Excel, SQL, Tableau and Python) and Salesforce.
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Identify trends and patterns in sales data to support decision-making.
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Market trend analysis, suggesting updates (when necessary) to the Sales team
Sales Process Optimization:
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Evaluate and improve existing sales processes to enhance efficiency and productivity.
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Collaborate with sales and cross-functional teams to implement best practices and streamline workflows.
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Monitor and manage sales pipeline, ensuring data accuracy and completeness.
Sales Forecasting and Planning:
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Assist in the development of sales forecasts and budgets.
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Provide analytical support for sales planning and territory management.
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Track and report on sales performance against targets.
CRM Management:
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Maintain and optimize the Customer Relationship Management (CRM) system.
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Ensure data integrity and accuracy within the CRM.
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Train and support sales team members on CRM usage and best practices.
Cross-Functional Collaboration:
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Work closely with marketing, finance, and other departments to align sales strategies with overall business objectives.
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Participate in cross-functional projects to drive company-wide initiatives.
Team Management:
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As a Senior part of your scope is to lead, mentor, and support the MID and Junior analysts in RevOps team
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Foster a positive and productive work environment.
Key Performance Metrics:
Enablement:
Strategic Projects:
Requirements:
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Bachelor’s degree in Business Administration. Accounting, Engineer or a related field.
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Over 3+ years of proven experience in sales operations or business analysis, preferably in a mid-sized to large organization.
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Strong analytical skills with the ability to translate data into actionable recommendations.
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Advanced knowledge in data analysis tools (e.g., Excel, SQL, Tableau and Python) and CRM (Salesforce).
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Strong analytical and problem-solving skills with a keen attention to detail.
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Excellent communication and interpersonal skills.
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Ability to work independently and as part of a team in a fast-paced environment.
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Familiarity with sales methodologies and best practices.
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Ability to work independently and collaboratively in a fast-paced environment.
