Sales Operations Analyst

Job Title Sales Operations Analyst Company Momentive Software Location Cebu, Central Visayas, Philippines Seniority Level Mid-Senior level Employment Type Contract Job Function Business Development and Sales Industries Software Development Job Description The Sales Operations Analyst provides support to Sales through CRM Quotes and Deal Desk functions. This role will be responsible for assisting in the management of sales processes, optimizing CRM data integrity, supporting quote creation and maintenance, managing the opportunity audit process, and ensuring deal compliance with internal policies. The ideal candidate is analytical, process-driven, and eager to grow within a fast-paced sales environment. Key Responsibilities Assist in the management and maintenance of CRM records to ensure data accuracy and completeness. Support sales forecasting, pipeline management, and reporting efforts by gathering and analyzing data. Ensure timely and accurate updates of opportunities, quotes, and deal approvals. Collaborate with Sales Operations leadership to streamline and improve sales processes. CRM Quotes Support Support the creation and validation of quotes in the CRM system, ensuring accuracy and compliance with pricing policies. Work closely with sales teams to troubleshoot quoting issues and provide guidance on quoting best practices. Assist in the implementation of automation and process improvements within the CRM quoting workflow. Deal Desk Support Assist in reviewing deals for accuracy, compliance, and approval requirements before submission. Support deal escalations by coordinating with Sales, Finance, and Legal to ensure smooth approvals. Help track and maintain deal approvals and discounting trends to support strategic decision-making. Ensure compliance with internal policies and contract guidelines. Experience & Qualifications 3+ years of Salesforce experience, specifically with sales processing, managing quotes and opportunities within the platform (required). Strong analytical and problem-solving skills with attention to detail. Ability to work in a fast-paced, dynamic environment with cross-functional teams. Proficiency in MS applications for data analysis and reporting. Excellent communication and organizational skills. Experience with CPQ (Configure, Price, Quote) tools is a plus. Knowledge of B2B sales processes and sales cycle management. Understanding of pricing, discounting, and contract management principles. Working Conditions Normal office environment with extended periods of computer use. Essential Functions Collaborate across departments to achieve organizational goals. Maintain a high level of flexibility and adaptability to accommodate business needs. Ability to manage multiple priorities effectively while meeting deadlines. Is a highly motivated self-starter who wants to make valuable contributions to the team from day one. About Us Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com. Why Work Here? Medical, Dental & Optical Benefits including Dependents Flexible Planned Paid Time Off and Sick Leave Inclusive and Welcoming Environment Purpose-Driven Culture Work-Life Balance Passionate About Community Involvement Company-Paid Life Insurance Coverage Hybrid Work Arrangement Hazard Pay Diversity and Equal Opportunity Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Employment Verification All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the Philippines (without sponsorship), and to complete the required employment eligibility verification form upon hire. #J-18808-Ljbffr