Sales Operations Analyst

Company: Pentax Medical
Location: Chicago
Posted on: February 18, 2025

Job Description:

Our mission is to improve the standard of patient care and quality of healthcare delivery by providing the best endoscopic products and services with a focus on QUALITY, CLINICALLY RELEVANT INNOVATION, and SIMPLICITY. Through leading edge R&D and manufacturing, PENTAX Medical provides endoscopic imaging devices and solutions to the global medical community.
Why JOIN Us?
We are an established medical device leader that is preparing for high growth. This means that PENTAX is looking to invest in Analytics to support its strategy for growth.
PENTAX Medical is proud of its comprehensive benefits program and generous Paid Time Off and Holiday policy.
Want More INFO?
The Sales Operations Analyst provides insight and analytical support to inform key business decisions within sales, marketing, finance and the service departments. This person will be an in-house expert on Salesforce.com CRM and connect this data to our ERP and reporting tools to develop predictive analytics and dashboards. This role is integral to effective strategic collaboration with sales, management and Executive Committee teams.
Responsibilities of the Sales Operations Analyst (Salesforce.com):

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• Contribute to recurring business reviews in partnership with Sales and Marketing, including measurement of Sales performance/execution, generation and delivery of analytical insights, and recommendations for strategy refinement.
  
• Provide organizational direction around key performance indicators (KPIs) related to sales effectiveness.
  
• Create and maintain reports and dashboards to support sales objectives, ensuring alignment with company strategic objectives.
  
• Communicate data and findings to internal stakeholders in a clear and effective manner.
  
• Work cross-functionally with all departments to provide value-added analysis supporting sales effectiveness and business decision making.
  
• Support projects, analysis and ad-hoc reporting related to sales and marketing, including but not limited to revenue forecasting, pipeline analysis, segmentation and account assignments, win rates, etc.
  
• Ownership of CRM system, including data integrity, customization, reporting, data extraction, onboarding/training and troubleshooting.
  
• Assist with revenue budgeting and forecasting processes which includes monthly forecasting and management of revenue targets, quarterly budget updates and annual budget submission.
  
• Leverage advanced analytical tools, such as Power BI, to uncover opportunities to better service customers and grow revenue.
  
• Partner closely with sales leaders and cross-functional teams to drive and inform the development and deployment of data-driven strategic initiatives.
  
• Support process improvements and scaled tooling that enables easy access to critical business insights. Seek and act upon feedback from sales leaders and peers to continually improve tools and reporting capabilities, influencing upstream data and reporting partners as needed.
  
  Requirements of the Sales Operations Analyst (Salesforce.com):
  
  • 
    
  • Bachelor's Degree or higher.
    
  • 3-5 years in a combination of Analytics, Operations, Sales, or Finance roles.
    
  • 3-5 years of experience working with SFDC CRM system and sales effectiveness tools that drive productivity.
    
  • Strong financial acumen and numerical reasoning skills.
    
  • Minimum 3 years of analytics experience (5+ preferred), including:
    
    • 
      
    • Extracting data from large/complex databases, such as Microsoft Dynamics (D365).
      
    • Creating and maintaining business intelligence solutions with Power BI, PowerPivot, and/or similar technologies, and a demonstrated understanding of data visualization best practices.
      
      
    • Intermediate to Advanced Excel skills (Power Query, simple macros, etc.).
      
    • High degree of intellectual curiosity and initiative to identify new data and trends.
      
    • Experience in sales and/or partnering with sales, and strong understanding of the medical device industry is preferred.
      
      It is the ongoing policy and practice of PENTAX Medical to provide equal opportunity in employment to all employees and applicants. No person shall be discriminated against in any condition of employment because of age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law.
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Keywords: Pentax Medical, Chicago , Sales Operations Analyst, Sales , Chicago, Illinois