Sales Analyst

| Austin

Personify Overview


Personify is the leading solution provider that empowers the best constituent-focused organizations to succeed. Through our constituent engagement software and services, we help our clients better interact with their constituents at every touchpoint. After 20+ years of innovation within the industry and hundreds of successful outcomes, our clients have trusted us to be their primary technology partner.  


Job Purpose


The Sales Operations Analyst will be responsible for maintaining the Salesforce CRM and all reporting, workflow, process and data integrity relating to it. She/he will also spearhead the overall coordination, optimization and roll out of successfully completed projects that align with team and company initiatives. The ideal candidate will have 3-5 years of either Sales, Marketing or Sales support experience in a SaaS company, and excels working in a fast-paced environment. Attention to detail is a must.


Duties and responsibilities


  • Daily administration and end-user support of sales-related applications (e.g., Steelbrick, etc.) including but not limited to: activating and deactivating users, managing multiple user setups, profiles and roles, customization of objects, fields, record types, page layouts, formulas, validations, data backups, writing requirements, design solutions/configurations, and communicating functional updates to users
  • Create and manage custom reports, complex workflow rules, approval processes and data validation to support business processes
  • Collaborate with internal stakeholders to develop & implement business requirements, best practices, process flows, configuration and testing to maintain data integrity
  • Train end users and prepare related documentation (training materials, process and data flows, and use cases)
  • Ensure timely delivery of reporting and data needs to each functional team of Salesforce users
  • Create and maintain documentation on processes, policies, application configuration and help-related materials
  • Remain current on best practices and technologies
  • Manage and maintain the RFP database and assist and manage with RFP responses and related activities
  • Analysis and support of the sales team to ensure proper structure for opportunities and quotes
  • Diplomatically enforce the sales process and policies, including offering suggestions for efficient execution of unique or challenging opportunity structures
  • Identify opportunities for process improvement and make recommendations for  specific improvements

Minimum qualifications: 


  • 3-4 years of Salesforce Administration or Sales Operations experience 
  • The ability to distill loosely defined problems, identify potential approaches and execute solutions
  • Proven success in developing, deploying and driving adoption of business processes
  • Applied critical thinking
  • Demonstrated experience in business process analysis and re-engineering and structured methodology documentation (Data Flow Diagrams)
  • Excellent communication skills (both verbal and written)
  • Ability to simply and effectively communicate complex business processes
  • Excellent interpersonal skills, with a positive, friendly, and helpful attitude
  • Exceptional organizational skills and strong attention to detail
  • Exceptional time management skills and the ability to prioritize and multitask
  • Ability to work well in a team environment and collaborate with all levels of staff
  • Basic understanding of accounting principles
  • Strong technical skills with the following: MS Word, PowerPoint, Excel, MS Outlook
  • Bachelor’s degree in operations, finance, or accounting (or similar)
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6500 River Place Blvd Bldg, Austin, TX 78703

What are Personify, Inc. Perks + Benefits

Personify, Inc. Benefits Overview

A career at Personify not only allows you to deepen your skill sets, but you’ll be positively impacting our nonprofit clients who work to make the world a better place. When you invest your best in Personify, the best is given back to you. Our corporate benefits and culture is one of the most progressive in the industry and encourages a work/life balance. Each team member is given the opportunity to truly be their best self while also deepening the connections with their team members around them every day.

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Child Care & Parental Leave Benefits
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Perks & Discounts
Casual Dress
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences

Additional Perks + Benefits

The spirit of Personify is driven by people who are excited to help our clients change the world every day. Alone, we can only achieve so much but together we support, challenge and encourage each other to deliver market-leading innovation for some of the most impactful 501(c) nonprofit organizations across the country.

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