Senior Sales Operations Analyst, Wolters Kluwer

• Minimum: Bachelor’s degree, or equivalent years of experience, in Sales Operations, Revenue Operations, or Finance
• 7+ years of experience in financial analysis, sales compensation or sales analysis, demonstrating sound knowledge of data analytics and reporting
• Proficiency in Microsoft Excel, Access, Word; must be able to perform complex functions within Excel in order to manipulate and calculate data for analysis, as well as leveraging conference and web-based “live meetings” is required
• Experience working in Salesforce.com preferred
• Critical thinking skills, solid judgment, and creative problem-solving abilities are required
• Excellent process management skills — skilled at figuring out the processes necessary to get things done, knows how to organize people and activities, knows how to separate, and combine tasks into efficient workflow
• Proven track record of success operating within a top-performing function, especially in environments leveraging geographically dispersed teams
• Discretion and the strong professional judgment of what can be communicated to whom is essential
• Ability to work “before and after hours” if necessary, for last minute changes to appointments or travel issues and/or time sensitive project work
• Flexible to handle changing priorities
• Excellent presentation and communication skills (verbal, written and interpersonal) with team member and stakeholders —effective in a variety of informal and formal settings
• Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Visio, Teams)
• Tools and process enabling remote connection to internal systems
• Salesforce.com

Desirable

• The Senior Sales Operations Analyst role serves as a key contributor in sales operations, sales compensation design, sales compensation administration, data analysis, and project management areas
• This role contributes to executing critical business initiatives with high visibility for the sales organization
• This role works collaboratively as well as independently and performs a wide range of complex project and operational duties
• Partner with Sales and Sales Operations peers to identify opportunities for sales process improvement. Execute agreed-upon changes
• Work closely with Sales and Sales Operations to understand the associated sales organization’s sales and technology strategy
• Work closely with Sales Leadership to define the optimal performance measurements and performance management programs required to ensure sales organization success
• With guidance from Leadership, execute changes to the size of the sales force and show a cost-effective organization design
• Assist on reporting, training, and incentive programs
• Assist as needed on initiatives related to training with a focus on developing and reinforcing critical sales competencies
• Perform data analysis and interpretation. Propose recommendations and generate progress reports
• Assist in providing presentation support
• Recommends process improvements by utilizing in-depth knowledge of the tools and ELM sales processes
• Develop action plans based on strategic projects and key deliverables
• Maintains data integrity in the CRM and monitors for compliance to ELM standards and processes; performs data clean-up activities and ongoing data relevance checkups
• Lead and contribute to planning all financial aspects of yearly sales compensation plan changes in close collaboration with Sales & Finance leaders across assigned business unit ensuring alignment with business goals/ strategy
• Model compensation plans by capturing current and projected revenue, allocating quotas, modeling commission rates and summarizing payout results by product, by position and by business unit
• Develop/ update compensation plan summary documents and produce plan documentation
• Administer sales compensation plans for assigned business unit in partnership with key stakeholders to ensure accurate and timely performance calculations and sales compensation payouts
• Contribute to monthly and quarterly analysis to measure compensation plan performance including variance to budget, correlation between result and payouts by individual contributor and by manager
• Actively contribute to the ideas for ongoing enhancement of existing sales compensation processes, systems, reporting and best practices and help implement such agreed-upon ideas in the assigned business unit(s)
• May advise and provide guidance on sales incentive compensation policies, practices, programs, compensation philosophy, and compliance requirements
• Participate in governance activities and processes as needed
• Responsible for monthly commission forecasting
• Responsible for ad-hoc analysis as requested by connected partners
• Ensure implementation and success of sales organization-impacting initiatives
• Plan and execute projects, identify and designate resources, manage the project team, track project progress, mitigate project obstacles and risks, and communicate with stakeholders
• Evaluate business needs, conduct analyses, and develop innovative approaches to improve operational effectiveness and efficiency
• Leverage available tools and technology to support the efficacy of the sales organization
• Communicate project updates to key stakeholders throughout the process
• Coordinate with Sales Operations, Sales Leadership, and other stakeholders to design and report on efficient and accurate sales analytics initiatives. Develop new sales analytics tools where required
• Build processes, systems, workflows to proactively deliver actionable sales insights throughout the sales process, including conversion and forecasting elements, with a focus on scaling the team and the business
• Document processes, systems, and workflows
• Manages the sales process and change management process within the CRM system
• Understand existing tools (e.g. Salesforce.com, Quip, High Velocity Sales, Tableau CRM)
• Hybrid (8 days/month)