sales operations analyst

dormakaba

<div>Position Overview 
dormakaba is seeking a Sales Operations Analyst for a hybrid role based in Lexington, KY. The Sales Operations Analyst is responsible for optimizing the efficiency, productivity, and performance of the sales organization. This role partners closely with Sales Leadership, Marketing, Finance, and Customer Success to streamline processes, improve data integrity, enhance forecasting accuracy, and enable the sales team with the tools, insights, and resources needed to achieve revenue goals. 
HIRING SALARY RANGE: Base Salary $70,000 - $80,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Plus, a generous Sales Incentive Compensation . This position includes a competitive benefits package. Please visit our career site for more information on benefits.
What you will do 
 
 
<ul><li>Support annual and quarterly sales planning, including territory design, quota allocation, and capacity modeling
</li><li>Build, document, and refine scalable sales workflows that reduce friction and improve rep productivity
</li><li>Maintain and improve CRM data hygiene, accuracy, and governance
</li><li>Own the evaluation, implementation, and optimization of sales technologies (CRM, automation platforms, analytics tools, etc.)
</li><li>Partner with Marketing to align inbound/outbound processes and lead-handling procedures
</li></ul>What we require 
 
 
<ul><li>Bachelor&rsquo;s degree in Business or related field
</li><li>3 + years of experience in Sales Operations, Revenue Operations, or related field.
</li>Strong proficiency with CRM platforms (e.g., Salesforce, Dynamics) and analytics tools (e.g., Power BI, Tableau, Excel). 
<li>
</li></ul>What we prefer 
 
 
<ul><li>Experience in B2B, SaaS, manufacturing, or enterprise sales environment (customize as needed)
</li><li>Familiarity with sales compensation structures, territory planning, or forecasting models
</li>Background working with automation tools (e.g., HubSpot, Outreach, SalesLoft, Zapier) 
<li>
</li></ul>What we offer 
 
 
<ul><li>Taking Care of our Employees on Day One with Medical, Dental, Vision, Life and Disability Insurance coverage options. No waiting periods!
</li><li>Your health is our priority, we offer Medical Wellness Programs to aid in your well-being.
</li><li>Vacation and Personal Time Off
</li><li>We support your growing family; we provide Parental Leave for Moms and Dads!
</li><li>Wisely plan for your future with our 401k Matching plan beginning on Day One.
</li><li>Supporting your career development with our Tuition Reimbursement Program.
</li><li>Discover your best attributes using CliftonStrengths to pave the way for success at dormakaba
</li><li>Robust culture supporting internal advancement with our Learn and Grow Program
</li><li>24/7 access to over 15,000 LinkedIn Learning courses to assist in your professional development and to expand on your individual interests.
</li><li>Employee Assistance Programs
</li><li>Voluntary Legal Insurance
</li><li>Unlimited Referral Reward Bonuses
</li>Corporate Discounts for shopping, travel and more! 
<li>
</li></ul>Who we are 
 
 
We are at the heart of every place that matters. From automatic doors to cloud-based access management &ndash; as a leading global provider in the access solutions market for schools, banks, airports, hospitals, hotels, and many more, we enable seamless movement within secure, safe, and sustainable places. With over 160 years of experience and a focus on excellence and innovation, we offer exciting opportunities to grow in an environment where you can make a real impact. At dormakaba, you are encouraged to take initiative, develop your skills, and build your career alongside 16,000 experts worldwide who are setting industry standards every day.
Work in a place where you matter &ndash; apply now!
#LI-LH1 #LI-Hybrid</div>

Sales Operations Analyst

Qualcomm

<div><h2 class="jobSectionHeader">Company:
</h2>Qualcomm India Private Limited
<h2 class="jobSectionHeader">Job Area:
</h2>Operations Group, Operations Group &gt; Business Operations
General Summary:
Position Summary:
The Sales Operations Analyst is a strategic partner within the Business Operations team, driving operational excellence and leveraging AI-powered tools, Copilot agents, and RPA to transform traditional workflows. This role combines strong operational expertise with advanced automation capabilities to optimize forecasting, demand management, customer service, and escalation handling. The ideal candidate will be passionate about using intelligent systems to enhance speed, accuracy, and compliance across sales operations.
<div></div>Key Responsibilities
 <ul><li>Deliver exceptional internal support for customer service activities, ensuring timely and accurate communication with customers and internal teams.
</li><li>Manage escalations effectively, keeping customers informed and collaborating with Sales and BU teams for resolution.
</li><li>Drive demand management and forecasting processes using AI-driven analytics and planning tools to improve accuracy and responsiveness.
</li><li>Oversee end-to-end order lifecycle management, including purchase order entry, change orders, scheduling, and dispatch coordination.
</li><li>Ensure proactive customer communication regarding order status, shipment schedules, and any changes.
</li><li>Collaborate with Sales teams, BU teams, and Distribution Centers to manage supply-demand changes and resolve operational issues.
</li><li>Utilize Qualcomm systems such as Oracle ERP, SAP, Rapid Response, Salesforce Messaging Hub, and Agile, integrating Copilot agents and RPA workflows for process optimization.
</li><li>Support initiatives to automate and streamline processes using AI-based decision systems and robotic automation to reduce manual effort.
</li><li>Prepare and present operational metrics, forecasts, and status reports using advanced analytics and visualization tools.
</li><li>Act as a point of contact for escalations, ensuring timely resolution and clear communication to stakeholders.
</li><li>Participate in planning activities to ensure smooth execution of operational processes and continuous improvement.
</li></ul><div>&lt;&gt;-
</div>Qualifications &amp; Skills:
<ul><li>Bachelor&rsquo;s degree in Business Administration, Supply Chain, Finance, Operations, or related field.
</li><li>Minimum 3&ndash;4 years of experience in Sales Operations, Customer Service, or Business Operations, preferably in technology or semiconductor industry.
</li><li>Hands-on experience with AI tools, Copilot agents, and RPA solutions for workflow automation.
</li><li>Strong knowledge of demand management, forecasting, and escalation handling.
</li><li>Proficiency in ERP systems (Oracle, SAP), Rapid Response, Salesforce, and messaging hubs.
</li><li>Advanced MS Excel and data analysis skills; experience with analytics platforms and automation tools preferred.
</li><li>Excellent communication and stakeholder management skills. Ability to multitask, prioritize, and work under pressure in a fast-paced environment.
</li></ul><ul><li>Customer-focused with a proactive approach to problem-solving.
</li><li>Collaborative and adaptable, with strong attention to detail.
</li><li>Comfortable working across global teams and time zones.
</li></ul>Minimum Qualifications:
<ul><li>Associate's degree in Business Administration, Engineering, Finance, Marketing, or related field and 2+ years of business operations or related experience.
</li></ul>OR
 
High School Diploma or equivalent and 4+ years of business operations or related experience.
Applicants : Qualcomm is an equal opportunity employer. If you are an individual with a disability and need an accommodation during the application/hiring process, rest assured that Qualcomm is committed to providing an accessible process. You may e-mail disability-accomodations@qualcomm.com or call Qualcomm's toll-free number found here . Upon request, Qualcomm will provide reasonable accommodations to support individuals with disabilities to be able participate in the hiring process. Qualcomm is also committed to making our workplace accessible for individuals with disabilities. (Keep in mind that this email address is used to provide reasonable accommodations for individuals with disabilities. We will not respond here to requests for updates on applications or resume inquiries).
Qualcomm expects its employees to abide by all applicable policies and procedures, including but not limited to security and other requirements regarding protection of Company confidential information and other confidential and/or proprietary information, to the extent those requirements are permissible under applicable law.
To all Staffing and Recruiting Agencies : Our Careers Site is only for individuals seeking a job at Qualcomm. Staffing and recruiting agencies and individuals being represented by an agency are not authorized to use this site or to submit profiles, applications or resumes, and any such submissions will be considered unsolicited. Qualcomm does not accept unsolicited resumes or applications from agencies. Please do not forward resumes to our jobs alias, Qualcomm employees or any other company location. Qualcomm is not responsible for any fees related to unsolicited resumes/applications.
If you would like more information about this role, please contact Qualcomm Careers .</div>

Carrier

<div><h2 class="jobSectionHeader">Job Description</h2>
Role: Sales Operations Executive 
Location: Dubai, UAE 
Full/Part-time: Full time<h3 class="jobSectionHeader">
Build a Career with Confidence</h3>
Carrier Global Corporation, a global leader in intelligent climate and energy solutions, is committed to creating solutions that matter for people and our planet for generations to come. From the beginning, we&rsquo;ve led in inventing new technologies and entirely new industries. Today, we continue to lead because we have a world-class, diverse workforce that puts the customer at the center of everything we do.<h3 class="jobSectionHeader">
About the Role</h3>
The Sales Operations Executive will support the effectiveness, efficiency, and predictability of the sales organization by strengthening pipeline governance, performance reporting, forecasting discipline, and CRM compliance across the UAE business.
This role serves as a key partner to the Sales organization, enabling data-driven decision-making and improving commercial execution across markets.<h3 class="jobSectionHeader">
Key Responsibilities</h3>
As a Sales Operations Executive, you will be responsible for supporting the following activities:
Pipeline Governance &amp; CRM Management<ul><li>
Maintain accurate and up-to-date sales pipeline data within the CRM system.</li><li>
Track pipeline health metrics including coverage ratios, aging, and conversion rates across entities and business units.</li><li>
Monitor CRM usage and reporting cadence, following up with sales teams on missing or inconsistent data.</li><li>
Support initiatives to improve CRM adoption, including basic tool enhancements and automation improvements.</li></ul>
Sales Reporting &amp; Forecasting<ul><li>
Analyze monthly, quarterly, and annual sales forecasts, comparing projections against actual performance.</li><li>
Prepare standardized pipeline and performance dashboards for management and leadership reviews.</li><li>
Generate regular reports covering pipeline status, forecast vs. target, win rates, productivity, and seller performance.</li><li>
Conduct sales data analysis to identify trends, gaps, and risks, escalating insights to the Sales Operations Lead.</li></ul>
Process Excellence &amp; Cross-Functional Alignment<ul><li>
Support implementation of standardized sales processes, templates, and reporting frameworks.</li><li>
Coordinate with Marketing, Finance, HR, and other internal functions to ensure data alignment and reporting consistency.</li><li>
Assist in preparing management presentations for regional and executive leadership meetings.</li><li>
Support maintenance of sales organizational structure data, including territories, roles, and quota allocations.</li></ul><h3 class="jobSectionHeader">
Requirements</h3>
We are looking for candidates who bring strong analytical capability, commercial acumen, and process discipline:
Minimum Requirements:<ul><li>
Bachelor&rsquo;s degree in Business, Engineering, Finance, or a related field.</li><li>
2&ndash;3 years of experience in Sales Operations, Commercial Excellence, Sales Analytics, or a similar role.</li><li>
Experience in B2B, project-based, or industrial environments preferred.</li><li>
Experience within the Middle East market is an advantage.</li></ul><h3 class="jobSectionHeader">
Key Competencies</h3><ul><li>
Strong analytical and reporting skills.</li><li>
High attention to detail and process orientation.</li><li>
Proficiency in CRM systems and advanced Microsoft Excel skills.</li><li>
Ability to communicate insights effectively to commercial stakeholders.</li><li>
Strong stakeholder coordination and collaboration skills.</li></ul><h3 class="jobSectionHeader">
Our Commitment to You</h3>
Our greatest assets are the expertise, creativity, and passion of our employees. We strive to provide an environment that attracts, develops, and retains top talent, fosters teamwork, and drives innovation for the benefit of our customers.
Join us and make a difference.
Carrier is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
Job Applicant's Privacy Notice:
Click on this link to read the Job Applicant's Privacy Notice</div>

Albertsons Companies

<div>
 
 Why choose us?
 
 
 
 
 Are you ready to take the next step in your career? Join us for an exciting opportunity at Albertsons Companies, where innovation and customer service go hand-in-hand!
 
 
 
 At Albertsons Companies, we are looking for someone who&rsquo;s not just seeking a job, but someone who wants to make an impact. In this role, you&rsquo;ll have the opportunity to lead, innovate, and contribute to the growth of a company that values great service and lasting customer relationships. This position offers the chance to work in a fast-paced, dynamic environment that&rsquo;s constantly evolving.
 
 
 
 Main Responsibilities
 
 
 
 Albertson&rsquo;s Media Collective is looking for people who are interested in re-imagining the grocery experience by harnessing the power of digital technologies to optimize how we reach our customers. The Sales Operations Analyst will play a critical role in optimizing our sales processes and ensuring the efficiency and effectiveness of our sales team. This role involves managing and analyzing sales data, supporting and improving sales process, and providing actionable insights to drive sales performance. The ideal candidate will have strong analytical skills, excellent attention to detail, and the ability to work collaboratively with cross-functional teams. You will be a key member of the Commercialization team reporting directly to the Director of Sales Operations. You will work with sales, product, and analytics teams to synthesize data and insights across the business to develop and manage forecast, administer CRM Tools, operate the sales incentive plan, optimize sales process, and build performance tracking.
 
 
 The position will be based in Pleasanton CA or Denver CO, for the right candidate other location options may include (Seattle, WA, Portland, OR, Boise ID, Dallas TX, Chicago, IL, or Fullerton, CA, Phoenix, AZ).
 
 
 <ul>
 <li>
 Maintaining the CRM system to ensure data accuracy.
 </li>
 <li>
 Territory management, Quota Tracking, Payment, and incentive compensation plan administration
 </li>
 <li>
 Support the sales team with forecasting, pipeline management, and account planning.
 </li>
 <li>
 Develop reports and dashboards to provide insights into sales performance.
 </li>
 <li>
 Identifying gaps in sales process and implementing process improvements.
 </li>
 <li>
 Analyzing sales data, identifying trends, and recommending solutions to drive sales growth.
 </li>
 <li>
 Assist in the development and implementation of sales strategies and initiative
 
 
 </li>
 </ul>
 
 We Are Looking For Candidates Who Possess The Following
 
 
 
 <ul>
 <li>
 Bachelor's degree in business, Finance, Marketing, or a related field.
 </li>
 <li>
 5 plus years of experience in sales operations, revenue operations, or a related role.
 </li>
 <li>
 Advanced proficiency in Salesforce CRM, admin certification preferred.
 </li>
 <li>
 5 plus years Territory Management experience with at least 3plus years of Sales Comp Admin experience
 </li>
 <li>
 Advanced knowledge of CPQ, Lead to Quote and Quote to Order process
 </li>
 <li>
 Experience forecasting and managing opportunity pipeline
 </li>
 <li>
 Detail-oriented with a strong focus on accuracy.
 </li>
 <li>
 Ability to manage competing priorities and multi-task to meet deadlines.
 </li>
 <li>
 Ability to gather and translate CRM enhancement requirements to product and engineering teams.
 </li>
 <li>
 Grit, Creativity, integrity, empathy, and a bias towards action.
 </li>
 <li>
 Travel up to 10%
 
 
 </li>
 </ul>
 
 We Also Provide a Variety Of Benefits Including
 
 
 
 <ul>
 <li>
 Competitive wages paid weekly
 </li>
 <li>
 Associate discounts
 </li>
 <li>
 Health and financial well-being benefits for eligible associates (Medical, Dental, 401k and more!)
 </li>
 <li>
 Time off (vacation, holidays, sick pay). For eligibility requirements please visit myACI Benefits
 </li>
 <li>
 Leaders invested in your training, career growth and development
 </li>
 <li>
 An inclusive work environment with talented colleagues who reflect the communities we serve
 
 
 </li>
 </ul>
 
 Our Values &ndash; Click below to view video:
 
 ACI Values
 
 
 
 A copy of the full job description can be made available to you.
 
 
 
</div>

Lead Sales Operations Analyst

Visa

<div>Company Description 
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale &mdash; tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters &mdash; to you, to your community, and to the world.
Progress starts with you. 
Job Description 
We are seeking a highly organized and proactive Digital Sales Operations Analyst to support the operational backbone and Deal Modeling &amp; Structuring function of our Digital Sales department in CEMEA. This role will serve as the central point of coordination across internal teams, ensuring seamless deal related interactions, contract resolution, interdepartmental collaboration, and data integrity. The ideal candidate will also act as the liaison between Digital Sales and Client Success/Implementation teams, helping resolve customer service issues and ensuring a consistent client experience.
Key Responsibilities:
Deal Modeling and Structuring<ul><li>
Understanding and having expertise in internal Visa Deal Modeling frameworks especially those for small to medium sized clients</li><li>
Partner with key stakeholders involved in the end to end deal approval process</li><li>
Facilitate training and enablement sessions on deal frameworks and any updates to the process</li></ul>
Contract Processes &amp; Compliance<ul><li>
Partner with Legal, Finance, Deals and Sales to streamline contract workflows and maintain audit-ready documentation.</li><li>
Liaise with Product partners to develop standardized agreements and processes for VAS/CMS sales plays</li><li>
Track and manage waiver requests and incentive exceptions in coordination with compliance teams</li></ul>
Interdepartmental Coordination<ul><li>
Serve as the operational bridge between Digital Sales, Marketing, Finance, Sales Excellence, Client Success, Implementation, Deals and Product teams.</li><li>
Facilitate cross-functional alignment on sales motions, onboarding processes, and product readiness</li><li>
Support escalation management and ensure timely resolution of internal blockers.</li></ul>
Data Collection &amp; Reporting<ul><li>
Own the process for aggregating and validating call data from internal systems (e.g., CRM, call tracking tools).</li><li>
Collaborate with analytics and IT teams to ensure data accuracy and availability for performance reporting.</li><li>
Support the development of dashboards and insights for leadership reviews.</li></ul>
Client Services &amp; Customer Issue Resolution<ul><li>
Act as the primary point of contact for Client Success, Implementation on operational matters.</li><li>
Triage and resolve customer service issues in partnership with account executives and support teams.</li><li>
Monitor SLA adherence and escalate breaches as needed</li></ul>
This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. 
Qualifications 
Basic Qualifications: 
2+ years of relevant work experience and a Bachelors degree, OR 5+ years of relevant work experience 
 
Preferred Qualifications: 
3 or more years of work experience with a Bachelor&rsquo;s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) 
5+ years of experience in Sales Operations, Deal Modeling and Structuring, Business Operations, or a related field. 
Strong understanding of digital sales processes, CRM systems (e.g., MS Dynamics), and contract workflows. 
Proven ability to manage cross-functional projects and drive accountability. 
Strong Analytics skill set 
Excellent communication and problem-solving skills. 
Experience working with Client Success or customer-facing teams is a plus. 
Expert at MS Excel. Ability to conduct data analysis, deal modeling and 
structuring with large sets of data and provide meaningful insights 
Familiarity with tools like Tableau , or Power BI. 
Knowledge of compliance frameworks and risk mitigation practices. 
Ability to thrive in a fast-paced, matrixed environment. 
Additional Information 
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</div>

Digital Sales Operations Analyst

<div>
 
 Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
 
 
 
 
 At Visa, you'll have the opportunity to create impact at scale &mdash; tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters &mdash; to you, to your community, and to the world.
 
 
 
 
 Progress starts with you.
 
 
 
 
 
 
 Job Description
 
 
 
 
 We are seeking a highly organized and proactive Digital Sales Operations Analyst to support the operational backbone and Deal Modeling &amp; Structuring function of our Digital Sales department in CEMEA. This role will serve as the central point of coordination across internal teams, ensuring seamless deal related interactions, contract resolution, interdepartmental collaboration, and data integrity. The ideal candidate will also act as the liaison between Digital Sales and Client Success/Implementation teams, helping resolve customer service issues and ensuring a consistent client experience.
 
 
 
 
 Key Responsibilities:
 
 
 
 
 Deal Modeling and Structuring
 
 
 
 <ul>
 <li>
 
 Understanding and having expertise in internal Visa Deal Modeling frameworks especially those for small to medium sized clients
 
 
 
 </li>
 <li>
 
 Partner with key stakeholders involved in the end to end deal approval process
 
 
 
 </li>
 <li>
 
 Facilitate training and enablement sessions on deal frameworks and any updates to the process
 
 
 
 </li>
 </ul>
 
 Contract Processes &amp; Compliance
 
 
 
 <ul>
 <li>
 
 Partner with Legal, Finance, Deals and Sales to streamline contract workflows and maintain audit-ready documentation.
 
 
 
 </li>
 <li>
 
 Liaise with Product partners to develop standardized agreements and processes for VAS/CMS sales plays
 
 
 
 </li>
 <li>
 
 Track and manage waiver requests and incentive exceptions in coordination with compliance teams
 
 
 
 </li>
 </ul>
 
 Interdepartmental Coordination
 
 
 
 <ul>
 <li>
 
 Serve as the operational bridge between Digital Sales, Marketing, Finance, Sales Excellence, Client Success, Implementation, Deals and Product teams.
 
 
 
 </li>
 <li>
 
 Facilitate cross-functional alignment on sales motions, onboarding processes, and product readiness
 
 
 
 </li>
 <li>
 
 Support escalation management and ensure timely resolution of internal blockers.
 
 
 
 </li>
 </ul>
 
 Data Collection &amp; Reporting
 
 
 
 <ul>
 <li>
 
 Own the process for aggregating and validating call data from internal systems (e.g., CRM, call tracking tools).
 
 
 
 </li>
 <li>
 
 Collaborate with analytics and IT teams to ensure data accuracy and availability for performance reporting.
 
 
 
 </li>
 <li>
 
 Support the development of dashboards and insights for leadership reviews.
 
 
 
 </li>
 </ul>
 
 Client Services &amp; Customer Issue Resolution
 
 
 
 <ul>
 <li>
 
 Act as the primary point of contact for Client Success, Implementation on operational matters.
 
 
 
 </li>
 <li>
 
 Triage and resolve customer service issues in partnership with account executives and support teams.
 
 
 
 </li>
 <li>
 
 Monitor SLA adherence and escalate breaches as needed
 
 
 
 </li>
 </ul>
 
 This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
 
 
 
 
 
 
 Qualifications
 
 
 
 
 Basic Qualifications:
 
 
 2+ years of relevant work experience and a Bachelors degree, OR 5+ years of relevant work experience
 
 
 
 
 Preferred Qualifications:
 
 
 3 or more years of work experience with a Bachelor&rsquo;s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
 
 
 5+ years of experience in Sales Operations, Deal Modeling and Structuring, Business Operations, or a related field.
 
 
 Strong understanding of digital sales processes, CRM systems (e.g., MS Dynamics), and contract workflows.
 
 
 Proven ability to manage cross-functional projects and drive accountability.
 
 
 Strong Analytics skill set
 
 
 Excellent communication and problem-solving skills.
 
 
 Experience working with Client Success or customer-facing teams is a plus.
 
 
 Expert at MS Excel. Ability to conduct data analysis, deal modeling and
 
 
 structuring with large sets of data and provide meaningful insights
 
 
 Familiarity with tools like Tableau , or Power BI.
 
 
 Knowledge of compliance frameworks and risk mitigation practices.
 
 
 Ability to thrive in a fast-paced, matrixed environment.
 
 
 
 
 
 
 Additional Information
 
 
 
 
 Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
 
 
 
</div>

Xite Realty

<div>Location: Richardson, TX (HQ) 
Reports to: Partners/Owners (with day-to-day partnership from Senior VPs, Real Estate)
About Xite Healthcare Real Estate &amp; Practice Sales
Xite supports doctors and outpatient providers at pivotal points in their careers - from launching and expanding locations to navigating acquisitions and practice transitions. With dedicated teams across Real Estate and Practice Sales, we bring advisory-level expertise and a high-touch approach to help providers make confident, high-impact decisions.
Why this role exists
Xite&rsquo;s sales motion includes heavy outbound plus website-driven inbound. We have ~15 reps across two divisions (Real Estate + Practice Sales): ~10 reps active on phones and ~5 VPs who frequently receive handoffs of qualified opportunities for later-stage progression. Clean routing, ownership, follow-up standards, and reporting are critical.
This role builds and runs the execution operating system that keeps leads and opportunities moving, ensures accountability, and gives leadership a clear view of performance.
Not a Salesforce Admin role. You will partner with our in-house Salesforce Admin/Developer for build work. You own requirements, prioritization, UAT, rollout, and adoption.
This is a high-visibility role with a clear path to potentially grow into Sales Ops Lead or RevOps Manager as Xite scales. Strong performance will expand ownership across process design, enablement, forecasting, and cross-team operating cadence.
Key outcomes (6-12 months)<ul>
<li>
Outbound lanes/worklists are defined and adopted: reps know what to work next and how to disposition outcomes consistently.</li>
<li>Lead/opportunity ownership is unambiguous: no qualified opportunities stall due to unclear handoffs or missing next steps.</li>
<li>Follow-up reliability improves: timely, consistent follow-up on qualified leads/opps becomes the standard operating rhythm (measured and managed).</li>
<li>Pipeline hygiene improves: stage definitions, close dates, and required fields are consistently maintained.</li>
<li>Leadership visibility improves: bi-weekly partner reporting provides clear KPIs, bottlenecks, risks, and next actions.</li>
<li>System enhancements ship predictably: workflow/automation improvements are delivered through an effective partnership with the Salesforce Admin/Developer.</li>
</ul>
What you&rsquo;ll own day-to-day
1) Outbound execution system (core)<ul>
<li>
Build and maintain outbound &ldquo;targeting lanes&rdquo;/worklists and rules for how reps work their book.</li>
<li>Define required dispositions and activity logging standards so performance can be measured reliably.</li>
<li>Create weekly exception reporting (unworked leads, aged leads, stale follow-ups, stalled opps, missing next steps) and drive remediation.</li>
</ul>
2) Inbound response + follow-up system<ul>
<li>
Define inbound SLAs (speed-to-lead, contact attempts, follow-up cadence) and ensure adherence.</li>
<li>Build practical follow-up standards and rep-ready templates/playbooks in partnership with leadership.</li>
<li>Improve routing/assignment so inbound leads land with the right owner and stay owned through handoffs.</li>
</ul>
3) Handoffs and ownership governance (rep VP motion)<ul>
<li>
Define handoff rules and triggers (when to pass, who owns, what must be true before handoff).</li>
<li>Ensure Salesforce reflects true ownership, next steps, and accountability after handoff.</li>
<li>Build inspection views and coaching prompts to reduce slippage during handoffs.</li>
</ul>
4) Pipeline inspection + forecasting support<ul>
<li>
Maintain clear stage definitions and exit criteria; monitor stage integrity.</li>
<li>Support deal inspection routines with VPs (stalled-stage flags, missing next steps, outdated close dates, risk markers).</li>
<li>Ensure pipeline is consistently &ldquo;forecastable&rdquo; (clean data + consistent process).</li>
</ul>
5) Reporting cadence + leadership communication<ul>
<li>
Own dashboards and scorecards across both divisions: activity, contact rate, meetings, conversion, pipeline coverage, velocity, win/loss.</li>
<li>Run a bi-weekly partner reporting rhythm: insights, risks, and the next set of changes to implement.</li>
</ul>
6) Salesforce enhancement partnership (Admin/Dev builds)<ul>
<li>
Turn sales needs into clear requirements/user stories and a prioritized backlog.</li>
<li>Coordinate UAT with reps/VPs; manage rollout and adoption.</li>
<li>Provide ongoing enablement and training to reps and VPs on Salesforce daily workflows (logging, follow-up, handoffs, and pipeline management) to reinforce adoption.</li>
<li>Measure impact of changes (before/after metrics) and iterate.</li>
</ul>
Tools you&rsquo;ll work with<ul>
<li>
Salesforce Sales Cloud (required)</li>
<li>Salesforce Marketing Cloud (Next) and Salesforce Data Cloud / Data 360 (preferred exposure)</li>
<li>Microsoft 365 (Outlook/Teams/Excel)</li>
</ul>
Requirements
Requirements<ul>
<li>
3+ years in Sales Ops / RevOps / Sales Analyst / similar</li>
<li>Strong experience using Salesforce Lightning for day-to-day sales operations (reporting, dashboards, pipeline management, activity logging)</li>
<li>Strong Excel skills (pivots, lookups, clean data handling)</li>
<li>Proven ability to drive adoption and accountability across teams that don&rsquo;t share direct reporting lines</li>
<li>Comfortable presenting insights and action plans to senior leadership/owners</li>
</ul>
Preferred<ul>
<li>
Experience supporting outbound teams and measuring funnel performance</li>
<li>Familiarity with lead SLAs, routing logic, and marketing-to-sales handoffs</li>
<li>Experience improving CRM hygiene through clear required fields, stage exit criteria, and rep-friendly logging/disposition standards</li>
<li>Familiarity with SOQL queries within Salesforce</li>
<li>Experience building inspection rhythms (scorecards, exception reporting, business reviews)</li>
</ul>
Benefits
Benefits<ul>
<li>
Health &amp; Wellness</li>
<li><ul><li>Employer-subsidized medical insurance available after 30 days</li></ul></li>
<li>Financial Security</li>
<li><ul><li>Competitive salary ($70,000 - $90,000 commensurate with experience) with potential performance-based bonuses</li>
<li>401(k) Retirement plan with company matching</li>
</ul></li><li>Work-Life Balance</li>
<li><ul><li>Paid time off (PTO) including vacation, sick leave, and holidays (accrual increases with tenure)</li>
<li>Flexible scheduling for personal commitments</li>
</ul></li><li>Professional Development</li>
<li><ul><li>Opportunities for career growth &amp; leadership development</li>
<li>Support for relevant certifications &amp; industry training</li>
</ul></li><li>Company Culture</li>
<li><ul><li>Innovative, technology-driven work environment</li>
<li>Regular team-building activities &amp; events</li></ul></li></ul></div>

Sales Operations Analyst (Salesforce)

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