Skip Navigation

Sales Operations Anlyst at Epicor | Software Careers


or match your skills with LinkedIn

LinkedIn - job matching tool
Apply now Job ID 20000223 Date posted Feb. 04, 2020 Trevose, Pennsylvania Sales

Job Title: Sales Operations Analyst

Requisition Number: 20000223

Location(s): Bensalem, PA

Company Overview:

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.

Role Summary/Purpose:

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.

Essential Responsibilities:

  • Maintain weekly, monthly and quarterly sales forecast. Work closely with Sales 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. Also assist with Clari administration.

  • Maintain Value Exchange Workshop tracking in SFDC.

  • Ad hoc reporting projects as required.

  • This position reports to the Director of Sales Operations.


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

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

  • Self-starter; ability 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.

  • 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.

  • Experience working with Sales 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 preferred.

  • Experience with cloud software sales, channel sales, business development or IT a plus

  • Travel <10% as required.

  • English, both oral & written required.

  • Tableau experience a plus

Primary location: Trevose Pennsylvania United States
Sales Operations Anlyst

What’s around You

Restaurants, bars, gyms and more. Take a look at the map to see what’s nearby.

Join our talent community

Sign Up For Job Alerts

Get ahead of the game–join our Talent Community and be the first to hear about new Epicor job opportunities.

Interested InSelect a job category from the list of options. Select a location from the list of options. Finally, click “Add” to create your job alert.


By submitting my CV / resume or signing up for job alerts I agree to receive phone or email communications from Epicor and its subsidiaries about Epicor employment opportunities as they may arise. I understand that Epicor’s Privacy Policy will apply and that I may withdraw my consent to these communications at any time.