- You are results driven and drive accountability amongst yourself and team
- A proactive go-getter who uses creative solutions to drive value
- A confident visionary yet capable of strategic execution
- Excellent communicator that emphasizes relationship building
- Extremely detail oriented and can get into the data "weeds"
- Ability to thrive under pressure, in a high performance, fast paced, results-driven environment
- Consolidate, design, optimize and deliver comprehensive sales reporting and analytics to enhance regional sales performance and identify risks via insightful dashboards and data stories in PowerBI (but not limited to) that can be leveraged to provide actionable recommendations
- Partner with business leaders in order to develop and implement new data requests and/or reports as requested from the department.
- Monitor and ensure the accurate and efficient distribution of sales reports and intelligence vital to the sales organization. Make recommendations as necessary.
- Work cross-functionally to develop and implement tools that create the ability to accurately forecast, enhance efficiency and benchmark results
- Implement and support weekly, monthly, and quarterly pipeline reporting and forecasting identifying significant changes and trends impacting growth and trajectory utilizing Salesforce
- Identify operational and data gaps, locate root causes and participate in solution planning. Continuously work to streamline reporting and participate in the integration of reporting databases and sales tools.
- Partner with business leaders in order to develop and implement new data requests and/or reports as requested from the department.
- Track new acquisition performance and identify additional resources to support where necessary
- Maintain awareness of best practices through new tools and research to consistently improve delivery of solutions to business stakeholders and identify opportunities for existing functionality to train accordingly. Advocate for and implement these on a go forward basis.
- Own and uphold the data integrity of business insights, taking responsibility for assessing the impact of change requests on existing metrics, reports, dashboards and integrations.
- Responsible for maintaining high levels of accuracy and timely reporting in all cadences
- Participate and support adhoc initiatives related to revenue growth and business initiatives as needed
- Maintain effective working relationships with all regional leaders in order to provide support and identify trends unique to their geographies as needed
- Bachelor's degree required from a four-year college or university or equivalent combination of education and experience
- Minimum of 5 years of related experience, preferably within the insurance industry
- Experience with Salesforce, PowerBI and developing powerful dashboards required
- Ability to take a topic of higher complexity and break it into topics that are digestible by business stakeholders
- Effective communicator that can present challenges with solutions
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Sales Performance and Operations Manager - Lake Mary, United States - Solomon Page
Description
Our direct client is in need of a Sales Performance and Operations Manager in their Orlando office.This role is contract to hire. This role would be great for someone looking for their next step up as a current lead analyst , or sales analyst. The role has an emphasis on building powerful dashboards in Power Bi and being able to articulate that data story as it relates to sales performance. As a Sales Performance and Operations Manager with a focus on driving growth and retention, your role is pivotal in identifying key opportunities within the sales cycle. You'll work cross functionally across the organization to analyze customer trends, develop strategies for customer retention and identify areas for revenue growth by working closely with sales teams to identify key opportunities within the sales pipeline. You will work to optimize Revenue Operations practices in order to capitalize on top priorities built for scale. Your continued focus on developing and leveraging data driven insights through powerful data stories to fuel organic growth are crucial components of your responsibilities.
Responsibilities:
Required Qualifications:
If you meet the required qualifications and are interested in this role, please apply today.
The Solomon Page Distinction
Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve.
About Solomon Page
Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: and connect with us on Facebook, and LinkedIn.
Opportunity Awaits.