Sales Operations & Performance Analyst at CredPal

Purpose Statement

• We Are Seeking a highly analytical and detail-oriented Sales Operations & Performance Analyst to monitor, analyze, and optimize operational processes to enhance efficiency, productivity, and overall performance. This role involves leveraging data-driven insights to drive continuous improvement and ensure alignment with business objectives.

Responsibilities

• Drive compliance with call quality, conversation standards, and conversion targets.
• Conduct quality assurance and control across customer engagement and CRM processes.
• Lead initiatives to improve customer retention, ensuring existing clients remain satisfied with products and services.
• Develop sales scripts and ensure compliance to drive conversions and effectively address objections.
• Analyze operational data and performance metrics to identify trends, inefficiencies, and opportunities for process improvement.
• Provide actionable insights through reports and dashboards to support data-driven decision-making.
• Collaborate with cross-functional teams to enhance service delivery, customer experience, and utilization of products.
• Implement technology-based process improvements to enhance efficiency and output.
• Support risk management efforts by identifying potential operational risks and recommending mitigation strategies.
• Conduct root cause analyses of performance bottlenecks and propose solutions.
• Monitor workflow processes to ensure operational efficiency and compliance with policies.
• Foster innovation and creativity in strategy implementation for higher efficiency and performance.
• Continually track and report on daily, weekly, and monthly performance KPIs related to calls, sales, and utilization.

Requirements​​​​​​​

• 3+ years of experience in sales analytics, business intelligence, or a related role.
• Strong proficiency in Excel, Power BI, Zoho CRM, Salesforce, and SQL for data analysis and reporting.
• Experience in sales pipeline management, forecasting, and performance tracking.
• Ability to analyze complex sales data and provide actionable insights to improve revenue growth.
• Strong understanding of KPI monitoring and sales conversion optimization.
• Experience with automation and analytics to enhance sales processes.
• Excellent problem-solving skills and ability to identify process bottlenecks.
• Strong collaboration skills to work effectively with sales, marketing, and leadership teams.
• Exceptional communication skills for presenting findings and recommendations to stakeholders.