Sales Analyst

San Diego, CA 92127

Posted: 12/05/19 Employment Type: Direct Hire Industry or Function: Sales Job Number: 19112001 - SDIT

Job Description


Would you like an opportunity to shine in a small company and show your skills?  This newly created role will provide the opportunity for you to flourish and show your skills.  In an environment where you will be empowered to grow, the Sales Analyst will be the liaison between Finance, Sales and operations to ensure the accuracy of the sales workflow and provide data analytics.

Job Requirements


  • Perform research, investigation, troubleshooting, resolving discrepancies, and resolutions
  • With support from VP of Finance, Develop, implement and maintain an excel forecasting model to incorporate Salesforce data to be reviewed by the Executive team
  • Process all Salesforce opportunities through the Salesforce workflow process
  • Monitor and audit all Customer Purchase Orders
  • Enter all sales orders into the current ERP system
  • Communicate with Global sales teams on product SKU’s, pricing and other sales order management issues
  • Communicate with Operations on all product related issues related to the sales order process
  • Maintain Commission Model, using expertise to provide improvements as deemed necessary. (15 global Sales Managers)
  • Design and implement a streamlined process for capturing business requirements that increase accuracy, efficiency, and productivity
  • Work with Director of Finance on Sales Forecasting and prepare monthly, quarterly and annual budget to support global sales forecasts
  • Create, develop and implement new policies related to the Sales support processes
  • Analyze and prioritize business requirements for Salesforce roadmap process improving system usability
  • Participate in weekly/monthly global sales calls
  • Provide quality assurance of sales orders, order entry and management of orders to order completion
  • Participate and contribute to process improvement initiatives
  • Understand and participate in KPI development and implementation  


Work Experience

  • Proven financial and Sales analysis experience
  • Proven accounting understanding or experience
  • 3-5 years’ experience with Salesforce
  • 3-5 years of Process/Workflow development experience
  • Proven experience in data analysis
  • Proven experience with large volume data manipulation
  • Advanced skills and required MS Excel experience
  • Strong ERP Sales Order process/sale order management experience
  • Power BI experience a plus
  • Entrepreneurial, rapid learner, inquisitive, and persistent – desire to learn and grow
  • Process Owner / process driven
  • Entrepreneurial, rapid learner, inquisitive, and persistent


Education / Training

  • Bachelor degree or relevant experience
  • Accounting training is preferable

Meet Your Recruiter

Will Hernon

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