17 Synoptek Jobs

Sales Operations Analyst

Key Responsibilities:

CRM Data Management & Maintenance:

• Regularly audit CRM data for accuracy and completeness.
• Assist in cleaning up duplicate records and outdated information.
• Provide CRM user support for basic troubleshooting and day-to-day usage questions.
• Assist in creating and managing CRM reports and dashboards under guidance.

Sales Reporting Support: -

• Generate weekly and monthly sales reports highlighting pipeline status, sales activity, and forecast accuracy.
• Support the development of simple analytical reports as directed by the VP of Sales.
• Ensure timely distribution of standardized reports to the sales team and leadership.

Sales Incentive Plan (SIP) Administration:

• Help track sales team performance against incentive plans.
• Assist in compiling incentive payout data for review and approval.
• Provide administrative support to communicate SIP changes clearly to the sales team.

Proposal & RFP Coordination:

• Support BDMs by maintaining and updating proposal templates and sales collateral.
• Ensure accurate SKU and service description information is easily accessible.
• Organize and archive completed proposals and RFP responses in a centralized repository.

Meeting & Communication Coordination: - Trying to leverage Co-Pilot & ChatGPT for this but not there yet.

• Schedule and manage logistics for sales meetings and training sessions.
• Prepare agendas and distribute meeting notes with clear follow-up actions.
• Provide administrative support for executive sales presentations and team communications.

General Administrative Support:

• Assist with onboarding new sales team members and coordinating training schedules.
• Help organize internal sales training materials and resources.
• Maintain internal documentation related to sales processes and procedures.

Required Skills & Experience:

Technical Skills:

• Basic proficiency in CRM systems (Salesforce, HubSpot, Dynamics, or similar).
• Competence in Microsoft Excel and other Office applications (PowerPoint, Word).
• Comfortable learning new software tools and systems quickly.

Analytical and Organizational Skills:

• Strong attention to detail, data accuracy, and organizational ability.
• Capable of generating and interpreting basic sales reports.

Communication and Teamwork:

• Clear verbal and written communication skills.
• Team-oriented attitude, able to support multiple internal stakeholders effectively.

Experience Level:

• 1-2 years in an administrative, sales support, or entry-level sales operations role preferred.
• Experience with sales or customer relationship management preferred but not mandatory.

Educational Background:

• Associate's or Bachelors degree preferred, ideally in Business, Marketing, or related fields.

Personal Attributes:

• Highly organized, proactive, and eager to learn.
• Ability to manage multiple tasks simultaneously with guidance and supervision.
• Positive attitude and flexible approach to tasks.