At Curriculum Associates (CA), we believe a diverse team leads to diversity in thinking, making our products better for teachers and students. If you read this job description, feel energized by what you see here, and believe you could bring passion and commitment to the role, but you aren’t sure you meet every qualification, please apply! Above all, we are looking for the right person!

Summary:

A Sales Operations Analyst will work cross functionally across the Sales, Service, and Finance teams, supporting the company’s need for a robust Revenue Forecast that reaches various audiences across the company. In addition to the Revenue Forecast, you will also be responsible for all things related to pipeline management, territory alignment studies, training, and annual quota setting. You will further develop your analytical and data-driven problem-solving skills while gaining an understanding of the K-8 educational industry. In this role, you will interact with a variety of other departments, including Sales, Account Management, Professional Development, Inventory Management, and IT Business Systems.

Essential duties/responsibilities:

System Enhancements & Data Hygiene:

Ongoing territory upkeep in SFDC for Sales Team including all Field, Inside & Jr Sales rep roles.
Perform routine audits to ensure data accuracy on territory structure and alignment from Sales Rep to VP levels – typically monthly and quarterly
Prepare and load renewal opportunities on a rolling quarterly basis.

Territory Optimization:

Responsible for driving territory expansion and optimization efforts from beginning to end and will be expected to provide guidance and analytics. You will work closely with the sales leadership team to come to a consensus on new territories.
The end-to-end process includes, but is not limited to:
- Providing analytics and tools for the sales team to carve out new territories
- Annual and ongoing updates process to align SFDC to the new territories
- Ensuring new accounts and assigned to the correct reps.
- Routinely audit orders to ensure they are credited to the correct rep.

Annual Target Setting:

Support the annual target setting process beginning to end which includes:
- Maintaining and revamping, as needed, the target model.
- Roll-up and report on the company targets to Exec team, FP&A, commissions, etc.
- Updating Salesforce with the annual targets and related metrics

Training

Create and maintain SFDC training materials for the Sales Team.
Communicate SFDC enhancements to the Sales/Support Team and training as needed.

Required Job Skills and Abilities:

Analytic, critical thinker who enjoys solving problems and working with data.
Tech savvy with expert level Excel & Analytical skills
Previous use of SQL and SFDC/Domo/BI Tools experience is a plus.

Required Education and Experience:

Bachelors Degree
3+ years of relevant work experience in a Sales/Revenue Ops role
An organized, detail-oriented individual with excellent time management skills.
A clear and concise communicator both verbally and in writing.
A person who thrives in a fast-paced environment, and adapts well to change

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