Job Overview
The Regional Sales Operations Analyst (AMER) enables strong sales execution across the Americas by running core sales cadences, delivering trusted reporting and insights, and supporting governance across forecasting, pipeline management, CRM (SFDC) hygiene, segmentation, territory assignments, and Sales Incentive Plan (SIP) operations.
This role partners closely with AMER Sales Leaders and Managers and works independently within global standards while addressing regional business needs.
What your background should look like:
• Bachelor Degree
• 3 years in Sales Operations, Revenue Operations, Sales Analytics, or commercial operations (B2B/industrial preferred).
• Hands-on experience supporting sales cadence, forecasting, pipeline reporting, and/or CRM governance.
• Strong proficiency in Excel (advanced) and PowerPoint; BI tools (Power BI/Tableau) preferred.
• Working knowledge of Salesforce (SFDC) and comfort with data quality/operational governance.
• Demonstrated ability to translate data into clear, structured insights for business audiences.
• Strong written and verbal communication skills, with confidence engaging Sales Leaders and cross functional stakeholders
• Strong stakeholder management; able to work independently with Sales Leaders and Sales Managers.
• High attention to detail, ownership mindset, and ability to manage multiple deadlines.
Key Responsibilities include (but not limited to):
• Support AMER sales operating rhythm (weekly/monthly cadences, forecast and pipeline reviews, performance routines; QBR inputs as needed).
• Prepare and publish recurring materials (dashboards, commentary, action logs) to ensure meetings drive decisions and follow-through; track actions to closure.
• Produce and distribute daily/weekly book-bill reports and performance summaries for AMER leadership.
• Support Book-Bill-Demand forecast cadence by consolidating inputs, validating data, highlighting risks/opportunities, and maintaining consistent definitions aligned with Finance and Global Sales Ops.
• Run pipeline governance to improve data quality and predictability (stage consistency, close-date quality, next-step discipline, aging/slippage checks, and required field completeness).
• Support GTM Processes: Support rollout and maintenance of segmentation (accounts/customers) in alignment with global guidance; ensure data accuracy across account hierarchies and ownership.
• Assist territory/account assignment activities (data preparation, validation with Sales Managers, and deployment into relevant tools/systems).
• SIP operations, assignments & target deployment: Partner with Sales Managers to ensure accurate, timely deployment of SIP targets and assignments in the SIP application, aligned to Finance and Global Sales Ops governance (including validation of rep-territory/account mappings and maintenance of required documentation/audit trail).
• Build leadership ready reports and presentations; provide insights and recommended actions.
• Drive continuous improvement through automation, standardization, and process enhancement.
• Serve as the AMER voice in partnering with Global Sales Ops/Finance to ensure global processes and plans incorporate AMER-specific realities while maintaining standardization and controls.
Competencies
Mexico