Sales Operations Associate

The role

The Sales Operations Associate provides reporting and analysis to support sales team operations. This includes pipeline analysis, forecasting support, and data governance using tools like Salesforce and PowerBI.

What you will do

• Provide analysis and insights related to pipeline health
• Support data mapping and cleanup for Sales Operations and Finance teams in PowerBI
• Complete ad hoc pipeline and sales analysis
• Support pipeline trends newsletters and firmwide communications
• Ensure completeness of data from Salesforce for Operational Management reports
• Support Sales Ops team through acquisitions or integrations
• Work with finance, scheduling, and accounting to ensure data integrity
• Provide content and talking points for recurring meetings
• Train employees on PowerBI, Salesforce, and other data centric reports/metrics
• Audit pipeline data in Salesforce

Required qualifications

• Master’s degree in finance or a related field
• 5+ years of experience in sales operations -or- a financial/business analyst role focused on the sales organization
• Ability to work proficiently with Microsoft Office tools, including advanced use of Excel
• Experience with Salesforce / HubSpot or similar CRM tool required

Nice to have

• advanced use of Excel (e.g., v-lookups, pivot tables, index match, indirect and offset functions and modeling is a plus)

Benefits

• medical, dental, and vision insurance
• 401(k) with company match
• PTO

About the company

Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. They partner with clients to elevate performance and expand possibilities across the transaction and business lifecycle.