Sales Operations Analyst

HCSS, a Thoma Bravo portfolio company, is seeking a Sales Operations Analyst to further accelerate our growth. We are a market leader in heavy civil construction software and technology solutions. Our trusted estimating, field entry, project management, safety, digital plans, fleet management, and telematics solutions improve the operations of 3,000+ companies across North America.
Role Overview: As a Sales Operations Analyst, you will play a critical role in optimizing our revenue operations processes and ensuring the accuracy and efficiency of our sales pipeline management. This role requires a deep understanding of revenue operations functions, particularly within the context of Salesforce, and a strong ability to collaborate and communicate effectively with cross-functional teams. Your primary responsibilities will revolve around opportunity hygiene, data analysis, reporting, and Salesforce support and sales process improvement initiatives to maximize revenue generation.
Qualifications and Skills:

• Bachelor's degree in business administration, finance, STEM, or a related field
• 2+ years of experience in revenue operations, sales operations, or a similar role within a technology or software company
• 2+ years of experience in Salesforce CRM, including an advanced understanding of opportunity management and reporting
• Strong analytical skills and the ability to extract insights from datasets
• Excellent communication skills, with the ability to effectively collaborate with both IT and Sales teams
• Detail-oriented mindset with a commitment to data accuracy and integrity
• Proactive problem-solving skills and the ability to adapt to changing priorities in a fast-paced environment.

Key responsibilities:
Opportunity Hygiene Ownership:

• Take ownership of the opportunity management process in Salesforce, ensuring accurate and up-to-date information at all stages of the sales pipeline.
• Regularly monitor and maintain data integrity, opportunity type, stages, attribution, and close dates.
• Work closely with the sales team to enforce data hygiene best practices, provide training when necessary, and resolve any data inconsistencies or issues.

Salesforce Support:

• Serve as a subject matter expert for Salesforce, providing guidance and support to the sales team on system usage, best practices, and data management.
• Assist with user onboarding, training, and ongoing system maintenance, including managing user roles, permissions, and access levels.
• Collaborate with the IT team and Salesforce administrators to troubleshoot issues, implement enhancements, and drive system integrations.

Data Analysis and Reporting:

• Conduct in-depth analysis of sales data, revenue trends, and key performance indicators (KPIs) to identify areas of improvement and make data-driven recommendations to optimize revenue operations.
• Create and deliver regular reports and dashboards to provide insights into sales performance, pipeline health, and other relevant metrics to stakeholders and senior leadership.

Process Improvement

• Collaborate with the sales team, marketing, customer success, and other cross-functional teams to align processes and ensure smooth handoffs and transitions between departments.
• Identify opportunities for automation and implement system enhancements or Salesforce customizations to improve overall sales effectiveness.