Associate Sales Operations Analyst 4

Responsibilities and duties:

• work directly with senior CSM leaders to forecast customer retention, including root cause analysis supported by CRM insights and financial data points.
• Improve reporting workflows through automation or streamlined file structures.
• Work directly with sales managers to identify and collaborate on forward & backward account performance.
• Work closely with other SOMs to share knowledge, best practices and facilitate standardization across the organization.
• Exercises judgment within defined procedures and practices to determine appropriate action.

Requirements:

• Bachelor's degree in Business or Finance
• Experience with financial analysis and root cause analysis
• Building financial models and recommending signals to improve accuracy
• Advanced Excel skills with thorough experience using pivot tables and reference formulas
• Tableau 1-3 years experience in a Sales Operations, Finance or other analytical role
• CRM 1-3 years experience, preferably with MS Dynamics
• Excellent communication skills
• Detailed oriented
• Ability to create and maintain cross functional relationships
• Must have a 'can do' attitude and have an internal strong sense of urgency

For a further discussion or to find out more, contact Itishree Mohanty on View phone number on us.fitly.work or apply now.