Genesys empowers more than 7,500 organizations in over 100 countries to improve loyalty and business outcomes by creating the best experiences for customers and employees. Through Genesys Cloud, the #1 AI-powered experience orchestration platform, Genesys delivers the future of CX to organizations of all sizes so they can provide empathetic, personalized experiences at scale. As the trusted, all-in-one platform born in the cloud, Genesys Cloud accelerates growth for organizations by enabling them to differentiate with the right customer experience at the right time.
We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together.
Sales Operations Analyst
Reports to: Ivan Pulecio
CDMX, Mexico
The Sales Operations Analyst is a member of the broader Revenue Operations team and will act as a business partner to sales leaders throughout the Latin America organization. This role functions as the key operational point of contact in the region.
Key Responsibilities, (including but not limited to):
Business Analytics:
- Track and analyze key metrics - deal bookings, quota attainment, and forecast accuracy.
- Participate in weekly sales forecast calls and associated reporting for sales management.
- Act as single point of escalation for regional sales teams to manage forecasting, process issues relevant to quota and booking issues, reporting queries, and Salesforce account issues across all verticals in Latin America.
- Manage regional reporting requirements including but not limited to:
- Provide input to remove duplication of effort and ensure we are leveraging centrally produced sales and revenue operations dashboards and reports where possible.
- Work with leaders to ensure regional reporting requirements are captured including efforts aligned with global reporting initiatives.
- Support Latin American Operations Director in collating sales quota and pipeline reports, sales metrics and data, and presentations for Quarterly Business Reviews (QBRs).
- Provide insights into effectiveness of specific programs and opportunities and report progress against budget and forecast.
Revenue Operations Excellence:
- Primary business partner for regional operations director
- Work with leaders to drive Globally Consistent (Minimum) Cadence schedule and drive Salesforce hygiene.
- Support Revenue Operations Specialists, when necessary, with field process issues/booking issues etc.
- During close periods closely monitor "to go" deals for the region and ensure deals progress through booking process and work with Account Executives to resolve any issues as they arise, ensuring the unit leaders are kept abreast of any issues as they arise.
- Proactively conducts analysis on KPIs to include: win-loss, indirect bookings, cloud-mix, new strategic campaigns and ad-hoc analysis.
- Build dashboards to track key metrics and pipeline visibility to initiatives.
Measures for Success:
- Ability to deliver data and insights in a clear and concise manner.
- A willingness to learn new software and tools to enable better decision making by sales business partners.
- Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly.
- Demonstrates ability to take on projects and take feedback from key stakeholders.
Minimum Requirements:
- Bachelor's degree Business, Statistics, Computer Science, or a related field is desirable.
- Proven experience with the development and implementation of systems/tools utilized for Salesforce, variable compensation, revenue reporting, and sales forecasting.
- Understanding of sales processes and pipeline management.
- Advanced proficient in Excel leveraging PowerBI, advanced formulas, pivot tables, and modelling experience.
- Proficient PowerPoint skills with experience preparing board level presentation materials.
- Experience building and modifying reports on Salesforce CRM Lightning.
- Strong attention to detail.
- Strong team player with ability to work cross culturally within and across business units.
- Responsible for improving processes, systems, and products to enhance subfunctional/regional/team performance. Works on problems where analysis of information requires evaluation a variety of factors. Devises solutions based on limited information and draws on prior experience and precedents to resolve issues. Uses evaluation, judgment, and interpretation to select right course of action.
- May be responsible for providing guidance, coaching and training to other employees within job area. May manage projects at this level, requiring responsibility for the delegation of work and the review of others' work product.
Preferred Requirements