Access Information Management San Francisco , CA 94118
Posted 2 weeks ago
Job Summary
Reporting to the Sales Strategy & Operations Manager, the Sales Operations Analyst will assist with a variety of tasks, with an emphasis on reporting and analytics. Day-to-day responsibilities will include deep dive analyses on sales and retention data, preparing a multitude of reporting materials, CRM (Salesforce) management and process improvement, as well as a variety of ad-hoc projects. The Sales Operations Analyst will use their strong Excel, PowerPoint and Salesforce.com skills to work as a liaison with marketing, finance and operations to assist with various reporting and strategic initiatives.
Primary Responsibilities:
Be a subject matter expert in Access sales processes and Salesforce.com
Partner with key stakeholders in sales, marketing, operations, and finance on sales process and data
Conduct analysis and prepare various reports to track and manage various business KPIs
Assist in designing, implementing and monitoring sales process and data
Act as steward for all critical sales data, ensuring accuracy and data cleanliness
Coordinate with system owners and admins to identify, develop and maintain sales reports and dashboards in Salesforce.com
Modify Salesforce.com functionality to support evolving business requirements
Support in the preparation of various monthly sales and retention reporting materials
Assist in other ad-hoc projects and requests from various business leaders
Education and Experience:
Knowledge, Skills and Abilities:
Confident with data: management, manipulation, visualization, and reporting
Strong attention to detail and data driven
Action oriented, self-starter
Excellent problem solving, analytical, planning, and reasoning skills
Highly proficient with Microsoft Excel (index(match), use of keyboard shortcuts, etc.) and PowerPoint
Proficient within Salesforce
Ability to work in a fast-paced environment
This is a remote role open to candidates located in the United States only.
Salary: $76,500 + 10% IC
About Access Corp
Access is the largest privately-held records and information management services provider worldwide, with operations across the United States, Canada, Central and South America. Access provides transformative services, expertise, and technologies to make organizations more efficient and more compliant. Access helps companies manage and activate their critical business information through offsite storage and information governance services, scanning and digital transformation solutions, document management software including CartaHR, CartaDC and CartaDC Essentials, and secure destruction services. For 11 consecutive years, Access has been named to the Inc. 5000, the ranking of fastest-growing private companies in the U.S. For more information, go to https://www.accesscorp.com/
Access considers all applicants for employment without regard to race, color, religion, sex, gender preference, national origin, age, disability, or status as a covered Veteran in accordance with federal law. In addition, Access complies with applicable state and local laws prohibiting discrimination in employment in every jurisdiction in which it maintains facilities. Access also provides reasonable accommodation to individuals with a disability in accordance with applicable laws.
Access Information Management