Analyst – Strategic Initiatives and Operations Management

Job Summary

• Sales Process Standardization: Ensuring we have clean, consistent sales and pipeline data across Salesforce and DealCloud CRMs (the CRMs)
• Identifying areas for automation and simplification across the CRMs
• Leading initiatives to migrate customer contact information into Salesforce so as to support global marketing efforts
• Lead initiatives to standardize sales funnel stages within the CRMs, ensuring consistent clean data is in place that can lead to actionable insights.
• Sales Strategy Alignment: Partner with leadership to ensure alignment with company goals and support strategic delivery.
• Process Improvement: Continuously refining and optimizing marketing and sales processes to boost effectiveness and streamline operations.
  

Qualifications

• Bachelor’s degree in business, Marketing, or a related field.
• 1–2 years of experience in strategic operations or business analysis.
• Proficiency in Salesforce, and Microsoft Excel.
• Experience in process improvement and scaling operations.
• Strong attention to detail
• Strong analytical and problem-solving skills.
• Ability to communicate effectively and collaborate with cross-functional teams in India, UK and US
• Excellent project management and organizational skills.
  

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.