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EARLY CLOSING - FRIDAY, APRIL 18th -- The NNINS office in Irvington will be closing at 11:00 AM for our Annual Meeting. We will reopen at 8:00 AM on Monday, April 21st. Thank you.

northern neck Virginia Insurance

    Careers

    Sales Operations Analyst

    open position

    Job Description:  Sales Operations Analyst  
    Department: Sales  
    Reports to: VP Sales  
    FLSA Status: Exempt 

    Summary  

    The Sales Operations Analyst will be instrumental in enhancing our sales operations by conducting comprehensive data analysis, providing actionable insights and recommendations to leadership.  This role demands a deep understanding of our business and key operational metrics, leveraging extensive experience with sales data to drive profit and growth.   

    Key Responsibilities   

    • Own and manage all sales tools: Salesforce etc.
    • Design, develop, and deliver robust and scalable reporting in Salesforce or the department’s CRM.
    • Partners with cross-functional teams to help support daily operations of the business development, develop metrics and data sets that enable analysis of our business initiatives that drive actionable insights. 
    • Lead cross-functional initiatives aimed at scaling revenue operations to increase level of efficiency and effectiveness.  
    • Perform detailed data analysis to uncover insights and trends. 
    • Provide strategic recommendations to sales operations leadership.
    • Develop and refine metrics to measure performance. 
    • Analyze and advise on improvements in our processes and systems to help boost productivity and efficiency.  
    • Interpret complex data sets to inform decision-making and strategic planning.
    • Manage and optimize Sales Operations data systems, ensuring data integrity and accessibility.   
    • Incorporate core data management competencies – data governance, data security, data quality. 
    • Ensures the modeled solutions solve the business problem in a way that can be understood by business leaders and implemented in existing processes.
    • Communicate and translate complex information in relevant business terms. 
    • Present data visualizations to help support data exploration.
    • Data solutions & Analytic implementations. 

    Qualifications 

    • Minimum 3 years of relevant experience with data tools, techniques, and manipulation preferred.  
    • Bachelor’s degree in computer science or a related field, or equivalent in work experience.  

    Education, Work Experience, & Knowledge 

    • Ability to prioritize to meet business needs.
    • Team Player with a positive attitude ready to work in a fast-paced environment.
    • Proficient in PPT, Word, and Excel
    • Uses various technologies to assist in data analysis, including Salesforce, Excel.
    • Communicates clearly the business meaning behind the data to our development teams, and addresses clarifications in a timely manner. 
    • Understands business use cases and readily extrapolates them into data requirements.
    • Understands business data changes overtime and considers these changes in business use cases, development, and testing. 
    • Evaluates static data sets and identifies when assumptions are made, further business clarifications are needed. 
    • Organized, with excellent attention to detail and the ability to work in a fast-paced environment. 

    Technical skills & Competencies 

    • Attention to detail and comfortable working with both business and IT partners.
    • Ability to see the larger goal using quality information.
    • Ensures meaningful business data is available and included in business partner demos.
    • Assists in data cleansing, research, and maintenance in a variety of tools (Salesforce, InsuranceNow).
    • Assists with data transfers between Salesforce, Outlook, and other technology tools. 
    • Identifies information patterns and how different data sources could work together to inform sound business decisions. 
    • Knowledgeable of agile processes and comfortable working in a fast-paced environment with competing priorities. 
    • Collaborates with other cross-functional teams to manage a platform to facilitate data sharing.
    • Ability to communicate thoughts, data, and ideas to different audiences, making communication adjustments as needed. 
    • Ability to recognize, analyze and diagnose business and data issues of advanced complexity.
    • Manage agency data reporting and development, providing reports to sales on a daily, weekly, and monthly basis. 

    Physical Demands and Work Environment 

    Ideal candidate will be able to work 3 days at our home office in Irvington, Virginia and 2 days remotely at the discretion of manager.  The physical demands require the ability to sit, talk, see and hear and to be able to operate telephone and computer keypad.   

    Reasonable accommodations may be made to enable those with physical disabilities to perform essential functions.