Feb 14, 2022
As we work towards our mission of connecting the world to their government, you will be jumping headfirst into helping drive the success of our company. You will be supporting key priorities across the sales and service organization and executing directly on high leverage needs as the sales operations team expands to meet the growing business. Our Sales Operations Analyst is a multifaceted jane or jack of all trades who thrives in an exciting environment. The main focus for this role will be using Salesforce.com for reporting and metrics and will include making contributions to territory management, Salesforce.com improvements, the commissions' process, and collaborating closely with other teams.
About the Sales Operations Team
The Sales Operations team supports and enables our revenue teams to sell and serve more effectively and efficiently. By managing internal systems, technology, and processes, this team ensures our Business Development team has what it needs to be successful. Beyond the day-to-day support of the revenue teams, the Sales Operations team is integral to corporate strategy by providing insightful analysis to inform data-driven decision-making.
About You
Analytical. Driven. Empathetic. Intelligent. You have a sharp eye for detail that allows you to generate actionable data. Your previous managers describe you as a critical thinker, who creates new ways to solve problems and stops at nothing to ensure that information is as accurate as possible. You artfully balance the need to evolve with the changing requirements of the business with the structure necessary to manage sales operations at scale. With these shifting priorities, you are a pro at managing your time and setting expectations with your stakeholders as to appropriate deadlines. Comfortable working cross-functionally, you are able to tailor your communication style and narrative to suit the needs of the audience - be it a front-line representative or a member of the Board.
What To Expect In This Role:
Use Salesforce.com to run reports and create dashboards for key stakeholders
Answer questions over Chatter in Salesforce.com to help resolve questions and issues from internal teams
Generate and analyze data, metrics, and reports to deliver actionable insights to Business Development leadership, the executive team, and the Board of Directors
Conduct analysis of sales, renewals, and client consumption data to improve sales cycles, renewals, win rates, and other critical metrics that drive improved sales performance
Manage multiple priorities across the span of sales operations to support sales growth and retention
Support Business Development leadership with strategic and tactical support requests
Partner closely with our finance team to accurately and promptly verify sales data
Verify contracts and customer information as needed for reporting
Own weekly executive reporting to ensure clear communication on sales and account management team performance
Own reporting used to drive day-to-day activities and priorities
Partner with account management to drive reporting and other uses of data to enhance client management efforts
Your First 6 Months:
Month 1: Learn FiscalNote
Develop an understanding of the FiscalNote customer lifecycle, sales process, and product suite
Learn our Salesforce infrastructure for reporting
Master FiscalNote’s contracting process
Months 2 - 3: Apply Knowledge & Document Processes
Build reports for operational use
Support contracting inquiries
Develop an understanding of how business development practices align with corporate financial reporting
Months 4 - 6: Manage Projects
Continue support with reporting and contracting
Begin taking ownership of select projects such as commissions calculations, territory management, and/or vendor and partnership management
What Sets You Apart:
1-4 years of experience involving sales operations, finance, or data analysis
Deep knowledge of Salesforce.com (required) Certifications are a plus
Experience on a revenue-generating team
Discretion with sensitive material and communications
Advanced Microsoft Excel/Google Sheets capabilities, including but not limited to advanced formulas (lookups, index-match, etc), pivot tables, data analysis, and visualization
Understanding of software/SaaS companies and principles (subscription mechanisms around churn, retention, etc…)
Undergraduate degree or related experience
Reference ID: #LI-PD1
About FiscalNote
FiscalNote is the premier information services company focused on global policy and market intelligence. By combining AI technology, expert analysis, and legislative, regulatory, and geopolitical data, FiscalNote is reinventing the way that organizations minimize risk and capitalize on opportunity.