General information

Office (s)
Bracknell, UK
Date Published
Friday, January 21, 2022
United Kingdom
Job ID

Description & Requirements

Sales Operations Analyst

Location: Bracknell, Berkshire 

About Us:

Epicor Software is a global technology leader dedicated to helping businesses drive growth for more than 45 years. Our modern, industry-specific software helps customers boost efficiency and productivity by simplifying and automating everyday processes. We have a stellar team of nearly 4,000 worldwide employees who are passionate about building exceptional products and solutions through teamwork, constant innovation, and integrity. We strive to hire and reward star players who inspire one another and drive results for the business and our customers.

About The Role:

As a key member of the Sales Operations team, the Sales Operations Analyst works with Sales Management to ensure that Epicor’s instance is used efficiently for sales forecasting and pipeline management.  This includes creating and maintaining reports, dashboards, fields, workflows, etc. as necessary.  In addition, the Sales Operations Analyst would learn and maintain the Clari forecasting tool used in conjunction with  Finally, the Sales Operations Analyst would assist with compilation of information for QBR’s, special projects and other ad hoc reporting requests.

What You’ll Do:

·         Maintain weekly, monthly and quarterly sales forecast(s).  Work closely with Sales and Finance to ensure a clear view as to sales projections in relation to the annual plan.

·         Create and maintain SFDC reports, dashboards and fields used for Sales forecasting.  Suggest and implement SFDC improvements as necessary.

·         Learn the Clari forecasting tool.  Assist with the development of Clari as the primary source of the Sales forecast.

·         Fully accountable for Salesforce/Clari administration, ensuring efficient and effective support to our International sales teams.

·         Facilitate workshops and discussions to effectively gather requirements and achieve a unified understanding of data and insight needs.

·         Ad hoc reporting projects as required.

This position reports to the Director of Sales Operations.

What You Will Need To Succeed:

·         Operate effectively in a fast-paced, multi-task, agile work environment.

·         Strong reasoning & analysis skills to identify workflow, process or system improvements.

·         Self-starter: able to perform consistently with low levels of direction.

·         Desire to self-learn technical skills, who can maintain extreme attention to detail, & ensure timely, accurate execution of assigned tasks.

·         Able to understand business challenges and recommend approaches to address customer needs and confident in summarizing data reports and conclusions without jargon.

·         Strong SFDC skills including creating reports, dashboards, fields and workflows.

·         Strong MS Excel & PowerPoint skills.

·         Ability to work autonomously with technical products & office applications including Apttus, SharePoint, & Office 365 Teams.

·         Highly driven individual with an execution focus & a strong sense of urgency.

·         Willing to go the extra mile with a strong work ethic; self-directed & resourceful.

·         Ability to manage effectively & efficiently multiple tasks & priorities.

·         BS/BA degree with business focus required.

·         Travel <10% as required.

·         Excellent communication Skills in both speaking and writing

·         Must be fluent in English language.

Skill That Will Set You Apart:

·         Experience with cloud software sales, channel sales, business development or IT

·         Experience working with Sales teams.