Sales Operations Analyst

Sales Operation Analyst

What We’re All About:

Q2 is proud of delivering our mobile banking platform and solutions to global customers which include broad financial institutions, banks (large and small), community banks and Fintechs. At Q2, our mission is simple: Build strong, diverse communities by strengthening their financial institutions. We accomplish that by investing in the communities of both our customers and employees to make a difference.

What Makes Q2 Special?

The Job At-A-Glance:

The Q2 Sales Enablement team is seeking a Sales Operations Analyst who will be responsible will assist the Q2 sales team in structuring deals which includes pricing, packaging, gross margin, and discount analysis. In addition, the Sales Operational Analyst will be responsible to collect, analyze, and report sales related information in an ongoing attempt to increase sales productivity. If you have the ability to think critically, analyze complex data and communicate results clearly, this is the role for you!

A Typical Day:

• Provide contract negotiation between prospects, clients and Q2 stakeholders
• Coordinate the slotting of implementation projects with delivery teams
• Interpret operations and sales data and provide dashboards and summary information to the senior leadership team
• Oversee Salesforce or other systems data integrity
• Design and implement process improvements
• Ensure Salesforce utilization across sales teams
• Act as a liaison between Sales, Sales Operations and other departments to facilitate an open dialogue around business needs and expectations
• Analyze requests for proposals and coordinate response plan with sales teams
• Analyze customer extensions and renewals, product cancellations and customer terminations
• Manage 4-quarter rolling sales forecast for all sales
• Collect, analyze and report on pipeline data
• Collect sales trends and evaluate performance calculated against sales quotas
• Improve lead source and referral reporting
• Provide ad hoc reporting as needed
• Create and deliver presentations to sales leadership

Bring Your Passion, Do What You Love. Here’s What We’re Looking For:

• Bachelor’s degree in Business Administration, Accounting or related field preferred
• Typically requires 2-3 years’ experience managing a CRM system (Salesforce.com is strongly preferred)
• Attention to detail, a commitment to quality, results driven and customer focused
• Experience with RFP/Proposal software/processes; proficiency in MS Word/Excel and Proposal Management Software is strongly preferred
• Strong problem-solving skills
• Knowledge of banking practices and software sales is preferred
• Ability to perform complicated analysis such as long-term forecasting for a complex sale cycle
• Superior communication, interpersonal, and presentation skills
• Strong knowledge of PowerPoint, Word, and Excel
• Ability to multi-task and prioritize issues.

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Health & Wellness

• Hybrid & Remote Work Opportunities
• Flexible Time Off
• Career Development & Mentoring Programs
• Generous Retirement Benefit Plans, including a company matching HSA program.
• Health & Wellness Benefits, including a 12-week paid sabbatical for eligible new parents.
• Community Volunteering & Company Philanthropy Programs
• Employee Peer Recognition Programs – “You Earned it”

How We Give Back to the Community:

You can learn more about our Q2 Spark Program, Q2 Philanthropy fund and our employee volunteering programs on our

Q2 Community page. Q2 supports dozens of wide-reaching organizations, such as the African American Leadership Institute, Code2College, and YearUp, promoting diversity and success in leadership and technology. Other deserving beneficiaries include Resource Center helping LGBTQ communities, JDRF, and Homes for our Troops, a group helping veterans rebuild their lives with specially adapted homes.

At Q2, our goal is to be a diverse and inclusive workforce that fosters mutual respect for our employees and the communities we serve. Q2 is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.