Senior Sales Operations Analyst (Legal/Compliance) – Hybrid (CT/ET) R0052590 jobs in United States
cer-icon
Apply on Employer Site
company-logo

Wolters Kluwer · 2 days ago

Senior Sales Operations Analyst (Legal/Compliance) – Hybrid (CT/ET) R0052590

Wolters Kluwer is a global leader in professional information, software solutions, and services. The Senior Sales Operations Analyst supports and manages operational and administrative workflows and reporting for New Partnerships and Partnership Management, requiring extensive cross-functional collaboration and expertise in departmental tools and processes.

BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
badNo H1Bnote
Hiring Manager
Jacob Rodriguez
linkedin

Responsibilities

Assist with account/territory transfers and quota adjustments
Runs territory optimization and deployment analytics and provides necessary input for annual territory/quota review
Document and communicate new processes to the sales organization
Helps identify specific targets within market sub-segments; prioritizes targeted opportunities for sellers
Works with Marketing to define Lead Maturation process; act as proprietor of the process
Identifies ways to automate and/or streamline manual processes; partners with other internal teams to optimize cross-functional workflows
Creation and maintenance of all Sales documentation relating to Partnerships
Collaborate with Finance Business Partner for pricing worksheets, opportunity to order administration and deal financial modeling as related to recognized revenue timing and margin impact
General Sales Support as needed
Perform other duties as assigned by sales operations management
Administer and implement sales automation policies and procedures for ensuring the security and integrity of the company's Salesforce.com data
Responsible for managing the sales process and change management process within Salesforce.com, as well as rebuilding new processes & applications as needed, database management and cleanup, uploads & exports, and support sales teams
Identify and implement new Salesforce.com functionality in conjunction with the SFDC Admin (both within the product and by integrating 3rd Party Applications) driving process efficiencies and new functionality
Provides training and support for users on the operational functions of Salesforce.com
On-board and training new employees on SalesForce.com and other sales processes
Manage and coordinate with the SFDC Admin all data loads to SFDC ensuring the accuracy and timeliness
Facilitate the delivery of ad hoc reporting for sales management
Assist sales management in the creation and modification of Tableau sales reports, custom SF Analytics or Power BI dashboards, and campaigns to meet business needs
Conducts analysis to understand health of CT Sales pipeline
Create pipeline reports and enforces rules of standardization to ensure for an accurate sales funnel
Other duties may apply as needed and required

Qualification

SalesforceData analysisTableauPower BIMicrosoft OfficeLegal/Compliance experienceInterpersonal skillsCommunication skillsCritical thinkingCreative problem solving

Required

Serving as a Sales Operations Analyst within medium to large enterprise organizations developing and implementing operational procedures in a complex matrix environment
Professional experience in a software development and services environment
Salesforce: Develop and maintain KPI and Sales productivity and pipeline dashboards and reporting for Sales
Education: Bachelor's degree required | MBA preferred
Must be legally authorized to work in the United States without employer sponsorship, now or in the future

Preferred

A Minimum of 5 years of Legal/Compliance industry experience preferred
Advanced in Tableau, Power BI, Microsoft Office (especially Excel and PowerPoint), MS Project and SharePoint proficiency
Must be reliable and deadline oriented
Data analysis skills sufficient to recognize data anomalies, problems and correct or recommend corrective action
Strong interpersonal and communication skills
Ability to work independently and as part of a team sufficient to accomplish Sales Operations objectives
Must be detail oriented and a critical thinker and able to work without direct supervision
Creative problem solving skills
A passion for success of the overall enterprise

Benefits

Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave

Company

Wolters Kluwer

company-logo
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.

Funding

Current Stage
Public Company
Total Funding
$1.78B
2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M

Leadership Team

leader-logo
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
linkedin
leader-logo
Nancy McKinstry
CEO
linkedin
Company data provided by crunchbase