Sales Operations Associate

ACCOUNTING – SALES OPERATIONS, ASSOCIATE

Practice/Summary of the role:

Riveron 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 Riveron’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