Sales Operations Analyst

• RESPONSIBILITIES:

  • 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

• EXPERIENCE AND KNOWLEDGE:

  • Bachelor’s degree in Business Administration, Accounting or related field preferred

  • 5 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 sales cycle

  • Superior communication, interpersonal, and presentation skills

  • Strong knowledge of PowerPoint, Word, and Excel

  • Ability to multi-task and prioritize issues

  • #LI-Remote

  • #LI-TG1

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.