Senior Analyst, Salesforce

• A successful candidate will have relentless curiosity, an appreciation for operational rigour and possess a passion for extracting actionable insights from data
• Some professional sales/product strategy, business operations or programs experience, or related field focused on quantitative analysis, financial modeling and sales operations
• Some experience using Google Spreadsheets/Excel for complex analyses and modeling
• Some experience working with Business Analytics
• Problem-solving skills, able to breakdown complex problems for structured analysis to extract insight and synthesize findings for actionable recommendations
• Understanding of using SQL/SOQL (Salesforce Object Query Language) for pulling data
• Strong communication skills, including building compelling PowerPoint or Google Slide presentations
• Ability to translate complicated information into consumable narratives and instructions adapted based on audience
• Cultural competence and ability to collaborate cross functionally
• Flexibility to adjust to new demands, navigate ambiguity and prioritize work
• High degree of personal accountability, through results orientation and taking responsibility for work
• Self-starter with motivation to go above and beyond when needed

Desirable

• This role is for a ‘Sales Strategy and Operations Senior Analyst’ in the Specialization CoE’s Specialist Operational Excellence team. You will play a key role in supporting accurate Specialist Sales Reporting plus Forecasting and creating strategic recommendations for Go-To-Market planning
• You will be responsible for managing the weekly Global Specialist Forecast, supporting Forecasting/Reporting infastructure, collaborating on Business Intelligence tool development as well as various analytical and operational projects throughout the year
• You will get to work with the CoE’s leadership, Specialist Sales and Strategy leadership, plus cross-functional partners to drive executive-level recommendations for the success of industry-leading Specialist Distribution teams
• The role requires interaction with various areas of the organization and provides regular exposure to senior executives
• Define Specialist Reporting and Forecasting models in alignment with GTM
• Manage the weekly consolidated global forecast for Specialist Sales at Salesforce
• Set-up and maintain Google Sheet and Tableau assets for tracking and monitoring Specialist Sales performance; derive insights to identify areas of opportunity and improvement
• Create and automate queries from Snowflake to extract data from Salesforce Databases, clean and format data for reporting on sales performance and trends
• Build executive presentations to Senior Leaders on KPIs plus other quantitative and qualitative analysis, to provide strategic recommendations
• Work with the Central Analytics Team on Global Dashboards for Specialist Sales reporting and tracking, as well as Data Analytics, Territory Operations and Business Technology teams on custom field definitions
• Quality assurance of Global Dashboards data by cross-referencing datasets
• Support global and regional Strategy teams and Specialist Sales Leadership on operational and reporting challenges; provide enablement to Specialist Sellers on Forecasting, Tooling and Salesforce CRM rigour
• Troubleshoot operational issues as they surface; drive changes to systems/processes to fix root causes
• Engage in analysis and guidance for annual GTM, Capacity and Territory Planning for Specialist Sellers
• Revise design of forecasting hierarchy, model and records to align with GTM, both as part of annual planning cycle, and for mid-year adjustments
• Other strategic projects and initiatives, such as evaluating areas of opportunity for products or business units and process improvement