Account & Territory Operations Analyst

Job Description Summary

Salesforce

Key Responsibilities:

• Territory Management

• Collaborate with regional sales operations and sales leaders to ensure that territory assignment is aligned with sales strategies and organizational goals
• Manage the territory tool, Full Cast, to ensure accurate and effective territory mapping
• Manage territory hold exceptions, resolve territory conflicts and discrepancies

• Account Data Operations

• Ensure account hierarchies, ownership, and assignments are accurately reflected in Salesforce or other CRM tools.
• Fix data discrepancies such as incorrect websites on accounts and conduct regular account audits.
• Handle account and hierarchy disputes from sales representatives.
• Proactively monitor and maintain account data cleanliness to uphold data integrity.

Systems & Data Access Needed:

• Salesforce:

  Read access except for write access to relevant fields.

• Snowflake:

  Read access to relevant data sets.

• Tableau:

  Read access to relevant data

• Coefficient:

  Read access to relevant data

• Google Suite:

  Read, write, create access.

Qualifications:

• Resourceful in finding solutions to operational challenges.
• Bachelor’s degree in Business, Data Analytics, or related field.
• 2+ years of experience in an operations support or data-oriented role, ideally within a S

  ales Operations function.

• Proficiency in Google Suite / Office Suite, particularly Sheets / Excel and Slides / PowerPoint and Salesforce CRM; experience with Full Cast is a strong plus
• Strong

  SFDC reporting skills.

  SQL experience is a strong plus.