
Sales Operations Analyst
- Menomonee Falls, WI
- Permanent
- Full-time
- Sales Reporting & Analytics
- Develop and maintain dashboards and reports to track sales performance, pipeline health, and key KPIs.
- Analysis will be performed into different levels of sales region, country, key customers, dealer/distributor, product category and model
- Overlay order data with CRM data for forecasting at the various reporting levels
- Analyze sales trends and provide actionable insights to sales leadership and cross-functional teams.
- Support monthly, quarterly, and annual sales forecasting processes.
- ERP & CRM System Management
- Maintain data integrity across ERP (Oracle) and CRM (Sugar) platforms.
- Collaborate with IT and business stakeholders to improve system workflows and integrations.
- Support user training and documentation for sales reports, tools and systems.
- Process Optimization
- Identify and implement improvements in sales processes, including quote-to-cash, lead management, and order processing.
- Partner with finance, operations, and supply chain teams to ensure alignment and efficiency.
- Project Support
- Assist in system upgrades, data migrations, and digital transformation initiatives.
- Participate in cross-functional projects related to sales enablement and operational excellence.
- Preferred bachelor's degree in Business, Information Systems, Mathematics, Finance, or related business field.
- 2+ years of experience in sales operations, business analysis, or systems support-preferably in a manufacturing environment.
- Proficiency in ERP and CRM systems; experience with Salesforce or Sugar and Oracle is a plus.
- Strong Excel and data analysis skills; experience with SQL or BI tools (Power BI, Tableau, Oracle FDI, Qlik) preferred.
- Excellent communication - To create to the needs of the business as well as train/educate on new reports and analytics
- Ability to work independently and collaboratively in a fast-paced environment.
- Innate curiosity to dive into details, ask questions, and challenge