DescriptionReady to make a measurable impact on revenue growth and sales strategy? Looking for an opportunity to leverage Agentic AI, Power BI, analytics, and forecasting to drive business results across the organization? This may be your next opportunity! This role serves as a critical business partner to Sales, Finance, and Operations by driving data-driven decision-making across the commercial organization. Responsible for sales analytics, revenue forecasting, pipeline management, and performance reporting, the Sales Operations and Business Analyst transform complex data into actionable insights that support bookings growth, margin optimization, and strategic planning. This position enhances visibility into sales performance, streamlines reporting processes, and helps ensure achievement of revenue objectives while supporting executive-level decision making.
In This Role, Your Responsibilities Will Be:
Weekly Sales Performance Reporting
- Generate and distribute the Daily and Weekly Executive Orders Report to Finance, Regional Sales Managers (RSM), Operations, and NA Sales.
- Track and manage the CRM Opportunity Funnel to facilitate regional pipeline updates.
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Produce regular operational outputs, including Channel Partner Reports.
Data Analytics & Pipeline Maintenance
- Perform routine data cleansing that combines daily reports and Oracle outputs.
- Identify and resolve order entry exceptions and handle strategic business unit (SBU) allocations.
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Establish consistent logic for Greenfield project orders using CRM data.
Forecasting & Financial Alignment
- Collaborate with Finance and Sales Leadership to support Forecasting execution.
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Provide analytical support to balance sales projections with strategic business insights.
Process Automation & Development
- Continuously optimize reporting efficiency, reducing manual processing time through automation.
- Design, build, and maintain interactive Power BI dashboards to consolidate CRM and ERP data.
- Work with IT teams to establish direct ERP (SAP/Oracle) connections to resolve bottlenecks
Who You Are: You find and champion the best creative ideas and actively moves them into implementation. You take a proactive approach to shape and influence stakeholder expectations. You focus efforts on continuous improvement; have a knack for identifying and seizing opportunities for synergy and integration. You have a track record of exceeding goals successfully. You Experiments with a wide range of existing technologi