Sales Operations & Analytics Manager

About the position

In this role, you will be the primary analyst for the Sales and Corporate functions, reporting to the Director of Special Projects/PMO and working closely with RESA Power's Sales and Executive team members. You will create models and dashboards to align and drive sales and company strategy. You will have a close working relationship with Sales and Executive leaders as well as all the sales team at RESA Power to provide analysis of data and opportunities in all markets and functions. This role can be performed remotely but our preference would be to operate out of one of RESA Power's existing locations.

Responsibilities

• Manage and own the sales operations department including related tasks, responsibilities, and functions.
• Responsible for hiring and training for direct reports. Conduct interviews, complete job reviews, set and review professional development goals for direct reports. Mentor and coach team of technicians; Audit performance quality and build training plans for direct reports. Ensure staff are motivated and productive.
• Ownership of the data contained within RESA Power's CRM system and represented in the Power BI cloud reporting environment.
• Develop, standardize, and optimize sales processes to improve efficiency and predictability. This includes managing the sales pipeline and workflow, ensuring that all sales activities align with the company's goals.
• Monitor key performance indicators (KPIs) and implement strategies to improve sales efficiency. Use metrics to identify bottlenecks and areas where the sales process can be streamlined.
• Provide accurate sales forecasts by analyzing historical sales data and market trends. Collaborate with sales leaders to plan and allocate resources effectively.
• Work closely with marketing, finance, and product teams to align sales strategies with company objectives. Ensure seamless communication and coordination among different departments.
• Evaluate and implement sales tools and technologies that improve sales productivity and efficiency. Stay updated with the latest tools and technologies that can benefit the sales team.
• Develop, manage, and monitor adherence to the CRM Process and Playbook.
• Develop CRM Dashboard; creation, ownership, and presentation of KPI's.
• Develop and deliver training on CRM & Power BI.
• Support Sales leadership team, VPs, and GMs, to align tools with strategy set by leadership team.
• Support National Account Team and Sales Teams (dashboards, reporting and projects).
• Act as an SME and identify and implement best practices and trends.
• Responsible for data analytics & reporting.
• Support local and national pricing initiatives.
• Complete ad hoc projects for senior leadership for internal and external purposes.
• Other duties as assigned.

Requirements

• Bachelor's degree in related field or equivalent experience and 8+ years of related experience with a minimum of 2 years in a supervisory role.
• Must possess strong program and project management skills.
• Exhibits strong leadership skills, can lead by influence, inspire others, and can motivate a team.
• Proficient with PowerBI including developing reports, analyzing data, and creating dashboards.
• Proficient with CRM programs (Microsoft Dynamics) including reporting, functionality, and processes.
• An ability to effectively work cross-functionally with other groups (outside of sales) including IT, operations, service, safety, marketing, and executive leadership.
• Comfortable with standard reporting (P/L, OE, Capital, Cost Savings, Inventory, NPI, and Corporate Priority), and have a keen interest in operations along with strong finance, communication, and partnership skills.
• Knowledge and application of accounting principles including financial statements, costing, and fixed assets, a plus.
• Demonstrated, progressive experience performing forecasting, budgeting, and analysis in for-profit industry. Experience in creating multi-year business models.
• Some experience with system integration and deployment is a plus.
• Independently motivated, a collaborative teammate with an affinity for adapting to different situations and personalities.
• Advanced skills with Microsoft Office (Excel & PowerPoint).
• Uses time efficiently, is organized, and possess good attention to detail.
• Ability to work in a fast-paced environment with multiple priorities and deadlines.
• Acts as a resource to others.
• Able to work well within a team and build effective relationships.
• Excellent communication skills in both written and verbal forms.
• Maintains confidentiality.
• Takes initiative to complete tasks.
• Confident, enthusiastic and a team player with a 'can do' attitude.
• Adapts flexibly to new challenges and circumstances.

Benefits

• Full benefits including medical, dental, vision, company-paid life insurance.
• Employee Ownership Plan.
• Matching 401k.
• Paid time off.
• Paid Holidays (10 a year).
• Milestone bonus.