Sales Operations Analyst
Appficiency
Intro
Solving the most complex technology and business challenges is what Appficiency is about. As the top partner for creating the new industry benchmarks in the ERP Services, Appficiency is an Oracle NetSuite Alliance Partner with over 7 different industry and partner awards. We are a leader in both construction and manufacturing and as a top 5 Alliance Partner, we go to work each day solving the hardest industry problems and sharing these news-worthy achievements to set a higher bar for the professional services and software industry.
The Value
At Appficiency, we believe our people are our greatest strength. We invest in continuous learning, career development, and opportunities to innovate and lead. Our culture is built on integrity, collaboration, and growth, empowering individuals to contribute meaningfully while expanding their expertise.
As part of our global organization, you will have the opportunity to collaborate with international teams and clients, supporting initiatives that drive both regional and global success.
The Grind
We operate at the intersection of business and technology, requiring curiosity, analytical thinking, and a strong sense of ownership. As a Sales Operations Analyst, you will play a critical role in enabling the sales organization through data, process optimization, and operational support.
You will work across sales, marketing, and delivery teams, supporting opportunities of varying sizes and complexity while helping drive efficiency, accuracy, and scalability in our sales processes.
The Talent
We are looking for a detail-oriented and analytical Sales Operations Analyst who thrives in a fast-paced, data-driven environment.
You bring strong organizational skills, a passion for improving processes, and the ability to translate data into actionable insights that support revenue growth and operational excellence.
The Commitment
- Provide actionable insights on sales performance, pipeline health, and conversion trends to drive revenue growth.
- Track and report monthly conversion rates, pipeline progression, and key sales metrics.
- Build and maintain reports and dashboards to support Sales, Marketing, and Delivery teams.
- Serve as the primary administrator for NetSuite CRM, ensuring data accuracy, system integrity, and process adherence.
- Design and enhance NetSuite dashboards and reporting frameworks to improve visibility and decision-making.
- Implement and maintain lead tracking systems to measure marketing performance and campaign effectiveness.
- Monitor sales pipeline activity and forecast accuracy, ensuring proper stage progression and data hygiene.
- Track 100% of inbound inquiries and sales activities, ensuring accurate data capture and reporting.
- Support knowledge transfer from sales to delivery teams, ensuring smooth transitions and complete documentation.
- Assist in the preparation of proposals, Statements of Work (SOWs), and client-facing materials, ensuring accuracy and alignment with client requirements.
- Support the creation and validation of “As Sold” documentation, ensuring completeness of scope, pricing, and supporting analysis where required.
- Coordinate with sales, consulting, and technical teams to gather inputs for proposals and solution documentation.
- Accurately calculate and manage sales commissions and incentive programs, including bonuses for the Software Strategy team.
- Ensure timely and transparent reporting of compensation metrics and payouts.
- Support sales enablement initiatives, tools, and content to improve team effectiveness.
- Assist in managing client testimonials and reviews, targeting consistent monthly acquisition.
- Collaborate with marketing to analyze campaign performance and optimize lead generation efforts
The Essentials
- Bachelor's degree in business, data analytics, finance, marketing or a related field.
- Excellent written and verbal communication skills, with the ability to communicate effectively with internal teams, external partners, and customers.
- Possess strong skills in critical thinking, analytical thinking, problem-solving, data analysis, and strategic planning.
- Ability to work independently and collaboratively in a fast-paced environment.
- Fluency with Microsoft Office Suite (especially Excel) and Google Sheets
- Proficiency with CRM, ERP, and database software
- Knowledge of NetSuite products and services is a plus.
The Add-Ons
- Experience with NetSuite or within the NetSuite partner community
- We are a global company, so international experience is a plus
- Thrives in an entrepreneurial environment where personal drive and judgment need to be exercised daily
- Experience working closely with C-suite and executive leadership
- Bonus points: enjoys hard work and harder play
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