Sales Operations Analyst/Specialist

Sales Operations Specialist – Manila, Philippines

Job Description

3+ years of data, functional or operational analysis, based on large volumes of data - BS/BA degree in Finance, Economics, Statistics, Business or similar - Must be proficient in Excel and be able to create and troubleshoot complex spreadsheets - Ability to develop new ideas and creative solutions - Advanced problem-solving skills for difficult and complex issues - Experience communicating results to operations and business leaders

Job summary

Sales, Marketing, and Global Services (SMGS) is looking for a Sales Operations Specialist in Manila, Philippines with broad technical skills, strong financial acumen and a deep operational and analytical background to assist the Sales Operations team in creating efficiencies, assessing performance and reporting & delivering results. As a member of this team, you will leverage strong data extraction skills to drive worldwide reporting deliverables, create ad hoc financial and sales performance analysis, support business planning, and implement operational and process improvements. The individual must have the ability to communicate effectively across multiple technical and non-technical business units, as well as across multiple geographies. Successful members of this team collaborate effectively to solve data and operational problems, implement new reporting solutions, and deliver successfully against high operational standards.

Key responsibilities

• Support the development of continuously-evolving operational and financial models and methodologies, executing the quantitative analysis of the performance of our sales team, customers, prospects, partners, markets, and products/services.
• Develop a deep understanding of sales metrics, reporting tools, and data structure in order to identify and drive resolution of issues, provide actionable intelligence with existing metrics or identify, develop, and propose new metrics, dashboards, scorecards or new tools
• Develop relationships and processes with sales operations, sales, finance, partner, and other functional teams to identify and address reporting issues.
• Maintain and develop financial tools or reports that align, and simplify, monthly business reviews, annual planning, and forecasting processes
• Create WW financial and operational templates and processes to compile and standardize disparate information that drive standardized reporting and metrics tracking
• Generate ad hoc and monthly recurring financial and operational performance analysis, based on the needs of the stakeholders
• Create mechanisms that provide recommendations through ad hoc data retrieval and analysis
• Create new tools and business processes that simplifies, standardizes and enables operational excellence
• Must be comfortable working in a remote location supporting a global organization

Location : Makati, National Capital Region Avaloq

Posted today

Job Description

3+ years of data, functional or operational analysis, based on large volumes of data - BS/BA degree in Finance, Economics, Statistics, Business or similar - Must be proficient in Excel and be able to create and troubleshoot complex spreadsheets - Ability to develop new ideas and creative solutions - Advanced problem-solving skills for difficult and complex issues - Experience communicating results to operations and business leaders

Job summary

Sales, Marketing, and Global Services (SMGS) is looking for a Sales Operations Specialist in Costa Rica with broad technical skills, strong financial acumen and a deep operational and analytical background to assist the Sales Operations team in creating efficiencies, assessing performance and reporting & delivering results. As a member of this team, you will leverage strong data extraction skills to drive worldwide reporting deliverables, create ad hoc financial and sales performance analysis, support business planning, and implement operational and process improvements. The individual must have the ability to communicate effectively across multiple technical and non-technical business units, as well as across multiple geographies. Successful members of this team collaborate effectively to solve data and operational problems, implement new reporting solutions, and deliver successfully against high operational standards

Responsibilities

• Support the development of continuously-evolving operational and financial models and methodologies, executing the quantitative analysis of the performance of our sales team, customers, prospects, partners, markets, and products/services.
• Develop a deep understanding of sales metrics, reporting tools, and data structure in order to identify and drive resolution of issues, provide actionable intelligence with existing metrics or identify, develop, and propose new metrics, dashboards, scorecards or new tools
• Develop relationships and processes with sales operations, sales, finance, partner, and other functional teams to identify and address reporting issues.
• Maintain and develop financial tools or reports that align, and simplify, monthly business reviews, annual planning, and forecasting processes
• Create WW financial and operational templates and processes to compile and standardize disparate information that drive standardized reporting and metrics tracking
• Generate ad hoc and monthly recurring financial and operational performance analysis, based on the needs of the stakeholders
• Create mechanisms that provide recommendations through ad hoc data retrieval and analysis
• Create new tools and business processes that simplifies, standardizes and enables operational excellence
• Must be comfortable working in a remote location supporting a global organization

Location : Mandaluyong, National Capital Region EPS Staffing

Posted today

Job Description

You will be responsible for, but not limited to, the followings

• Monthly Financial Reporting, which includes HC reporting (Database refresh, consolidation, financial review, and report preparation)
• Monthly Financial Reports for Head of Operations, APAC, which include Operations Financial, HC, Efficiency and Productivity
• Lead annual budgeting activity for Operations Financial, work with all stakeholders
• Deep dive alignment with Forward team for HC saves
• Liaise with both Regional Consumer and Commercial Leads to get better understanding of the business and to provide better support for Operations Financial and Head Count matters
• Alignment with Ops leads on projects and to better understand the impact for those projects in terms of saves and BAU cost (i.e. CRM, Omnichannel, etc)
• Ops vendor Head Count management

Skills

• BA with strong Financial competencies, minimum 7 years’ experience in analysis work, not processing
• Analytical Skill with background in operations financial
• Self-starter with mínimal supervision
• Able to communicate with different stakeholders for information gathering as well as advice the team in terms of financial
• You are highly organized and structured in your approach, yet flexible enough to adapt to changing priorities.
• You possess excellent relationship management skills and be able to develop rapport remotely.

Experience

• Experience in a role with Insurance Business Operations was a key position objective.
• Experience working with stakeholders across different countries and cultures.

Qualifications

• Bachelor\'s degree or equivalent in Accounting, IT, Business, insurance or related field preferred but not required.

Job Types : Full-time, Permanent

Schedule :

• 8 hour shift

Job Description

Here at Anaplan, we have reinvented how companies see, plan, and run their businesses. Our platform allows our customers to uncover new insights, connect their strategy to their plans, and work in ways they had not previously thought possible. We're growing fast, constantly innovating, and couldn't be prouder to help our customers move forward with confidence in a sophisticated and changing world.

We are looking for forward-thinking people who put customer experience at the forefront of every decision. Individuals who thrive on challenges and are ready to grasp the opportunity of a lifetime. Because we fundamentally believe every colleague brings outstanding value to our whole. We are a workplace where each person feels seen, heard, and valued, and can contribute their unique talent to our collective effort. We believe that for ourselves and for our customers.

Summary of Role/Position :

Seeking a curious, detail-oriented, career-inspired individual to join our fast-growing Renewal Operations Organization as a Renewal Operations Analyst. In this multifaceted roll, you will use your data analysis skills to empower data-driven decisions across our customer success renewals organization. Reporting to the Director Global Renewal Operations, this role will be responsible for driving detailed analyses and creating recommendations around bookings forecasts, renewal metrics, pipeline, and quarterly performance. You are a problem solver who can dig into the data and notice trends and insights that are valuable for assessing where our business is headed. You are a self-starter who can work independently once given guidance and direction. You are inquisitive and look beyond the ordinary and immediate request to drive insight and possible theories.

Role & Responsibilities

• Perform deep-dive analysis around renewals metrics, forecasts, pipeline, quarterly performance to create actionable insights
• Proactively make recommendations to improve revenue retention and renewal rates
• Analysis for next year planning methodology and activities
• Help prepare Executive-level and Management presentations in PowerPoint
• Suggest improvements, design, and test new dashboards / data visualizations to support strategic and tactical decision making for the sales team and our strategic partners
• Work on special projects and key initiatives
• Support management of Anaplan Sales Planning Model related to account changes and user access rights
• Be the front-line partner for incoming renewal data requests by triaging, completing, answering and when necessary, working with team members to build out new reporting capabilities
• Leverage large data sets to identify and recognize strategies to improve renewal team effectiveness, forecast renewal results and pipeline analysis
• Handle ad-hoc renewal operation requests as needed

Qualifications

• Bachelor's Degree required (major in analytical or technical field preferred)
• 4+ years of analytical experience (ideally in consulting, finance, or sales/business operations), 2+ years experience in sales/renewal operations with a high-growth global company, ideally in the SaaS space
• High proficiency with Microsoft Excel and robust analytical skills (formula design, pivot tables, charts)
• Comfort with large sets of data and ability to detect patterns (data collection, modeling scenarios, clear presentation of findings)
• Experience with collaboration across stakeholder departments (including finance, sales, product, marketing, analytics, etc.)
• Personal pride in the accuracy of your work and the way that you solve problems

Nice-to-haves

• Prior Anaplan experience, either as an end-user or model-builder
• You have familiarity with Salesforce and other GTM Management tools
• Exposure to Territory and Quota operations
• Experience interfacing with differing levels of management

Our Commitment to Diversity and Inclusion

Build your job in a place that thrives on diversity, inclusion, and belonging. We believe in maintaining a hiring and working experience in which all people are respected and valued, regardless of gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity, disability status, citizenship, or any other aspect which makes people unique. We hire you for who you are, and we want you to bring your true self to work every day

COVID-19

Protecting the health and safety of our communities, including our employees and of those considering a career at Anaplan, is our highest priority. We continue to closely monitor the evolving situation, and we appreciate your understanding and flexibility with any related changes to our interviewing process.

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