Sales Operations Associate

ACCOUNTING – SALES OPERATIONS, ASSOCIATE

Practice/Summary of the role

The company is seeking a Sales Operations Associate to support the growing needs of the Sales Operations & Executive leadership team, and to assist with the execution of the initiatives that directly align with the company’s growth targets. The Sales Operations Associate will be responsible for providing reporting and analysis to support the sales team’s operations including participating in sales productivity tracking, pipeline analysis, forecasting support, assisting in leading market and industry meetings, and training. This role reports to the lead of the Sales Operations Senior Associate and will frequently work across departments including accounting, operations, talent deployment, marketing, and the executive-level management team.

AS A TEAM MEMBER, YOU WILL

Have responsibilities within the following areas

Pipeline Reporting, Analysis & Forecasting Support

• Provide analysis and insights related to pipeline health including adds, wins, pipeline conversion, etc.

• Support in data mapping and cleanup for Sales Operations and Finance teams in continued modifications and enhancements to PowerBI reporting

• Complete any ad hoc pipeline and sales analysis at the request of Sales, Operations, and Executive Leadership

• Support pipeline trends newsletters and other firmwide communications

CRM Strategy & Data Governance

• Work with members of the finance and IT team to ensure completeness of data from Salesforce that feeds into the Operational Management reports within PowerBI

• Support other members of the Sales Ops team through any acquisitions or integrations

• Work with finance, scheduling, and accounting to ensure data integrity

• Assist in providing content and talking points for recurring Market, Segment, and Industry Meetings

• Train employees as required on PowerBI, Salesforce, and other data centric reports/metrics

• Audit pipeline data in Salesforce to ensure accurate and up-to-date

Other Special Projects

• Leverage sales tools and research platforms to create bespoke analysis on markets and industries to support business planning efforts

• Support development of more robust sales training program(s)

• Adhoc projects are required

YOUR EXPERIENCE INCLUDES

• Master’s degree in finance or a related field

• 5+ years of experience in sales operations -or- a financial/business analyst role focused on the sales organization

• Ability to work proficiently with Microsoft Office tools, including advanced use of Excel (e.g., v-lookups, pivot tables, index match, indirect and offset functions and modeling is a plus), Word, and PowerPoint

• Experience with Salesforce / HubSpot or similar CRM tool required

CHARACTERISTICS FOR SUCCESS IN THIS ROLE

• Desire for growth within the Sales Operations team

• Excellent analytical skills

• Solution-oriented mindset

• Ability to work in ever-changing, dynamic environments

• Ability to craft and deliver verbal, written, and oral messages and make recommendations to a variety of audiences, including client leadership and internal teams

• Ability to develop relationships both in person and over the phone

• Ability to work independently but to also work well in a team environment

• Ability to work efficiently, to prioritize, and to meet deadlines

• Ability to multitask, remain organized, and achieve goals

• Ability to exercise judgment and discretion and preserve confidentiality

• Take initiative on projects and can also work in a collaborative environment

• Ability to work non-standard business hours, as needed.

• Desire to get involved in the company culture and internal initiatives, including community service, training, interviewing, intramurals, and other social/networking activities

• Work Timings: 6PM IST to 3AM IST

ABOUT the company

The company is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients to elevate performance and expand possibilities across the transaction and business lifecycle. Our thoughtfully integrated, multi-disciplinary teams bring deep functional expertise, first-hand industry knowledge, and experience-based creativity and perspective to generate tailored solutions to address any challenge. The company is headquartered in Dallas, Texas and has offices across the country.

A vital element of life at the company are the experiences that make every day rewarding, including creative culture-building that you may not expect to find at an advisory firm. The company team is made up of enthusiastic, energetic, intelligent people who support one another and appreciate clients and co-workers. Even in the face of challenges and difficult deadlines, we thrive and enjoy our work. The company team members also enjoy competitive compensation along with a comprehensive benefits package.

The company Consulting is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

About the company

At the company, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.

Want to stay connected with the company? Join our Talent Community [link for members] to learn more about our growing firm and be considered for future opportunities.

Check us out on social media

LinkedIn [link for members] Glassdoor [link for members] Instagram [link for members] Facebook [link for members]

The company Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Full time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO. A complete description of all available benefits can be found at the company's Benefits page at [link for members] Contract roles are not eligible for benefits.

FRAUD ALERT

Please beware of fraudulent schemes or impersonations when going through the job application process. The company employee will never recruit via text or extend unsolicited employment offers. Additionally, the company employee will never ask you to exchange money or purchase anything as part of the recruiting process.

ARTIFICIAL INTELLIGENCE (AI) TOOLS ARE USED TO SUPPORT THE HIRING PROCESS IN SCREENING, ASSESSING, AND/OR SELECTING APPLICANTS FOR THIS POSITION. THESE TOOLS ASSIST OUR RECRUITMENT TEAM BUT DO NOT REPLACE HUMAN JUDGMENT. FINAL HIRING DECISIONS ARE ULTIMATELY MADE BY HUMANS. IF YOU WOULD LIKE MORE INFORMATION ABOUT HOW YOUR DATA IS PROCESSED, PLEASE CONTACT US.