Sales Operations Senior Associate

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

You will join the growing team as a Sales Operations Senior Associate
.

• Support the business with reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights and support decision-making.
• Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement.
• Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders.
• Manage sales data, ensuring accuracy and completeness in Salesforce. Reinforce data hygiene best practices.
• Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities.
• Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI dashboards.
• Monitor sales-related expenses, ensuring alignment with budgets and financial targets.
• Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency.
• Assist in the territory planning and/or target setting process as needed. Ensure territory maps, account assignments, and targets are maintained properly.
• Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals.

• Bachelor’s degree
• Minimum of 3+ years of experience in sales operations or a related role.
• Strong proficiency in CRM tools, Salesforce preferred.
• Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations.
• Pipeline management and revenue forecasting experience.
• Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
• Experience with Power BI a plus.
• Ability to maintain data integrity, consistency, and quality in a fast-paced environment.
• Must have strong communication skills, sense of urgency, and willingness to take initiative
• Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines.
• Exceptional organizational and time-management skills.
• Ability to work in a remote or hybrid environment.

The compensation range for this role is $67,060 to $127,120. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

• Mid-Senior level

• Full-time

• Sales and Business Development
• Industries
• Accounting