Business Operations Analyst/Associate

Full Time
Entry Level

What the Position Entails

Omatic is a place where the employees thrive on helping others, both through business goals and personal pursuits. Fun, energetic, and lively are terms frequently used to describe the culture at Omatic, and this is balanced by an undercurrent of hard work and commitment. The team tackles big challenges, revels in the process of solving big problems, and celebrates the wins for our company and our customers. 

We are looking for a Business Operations Analyst/Associate to drive organizational and operational efficiencies within the Sales Teams in all Business Segments (REBS, ENBS, SGBS) at Omatic, and ensure that they are running optimally and productively, enabling them to achieve and outperform plan.


What You Will Be Doing

Sales Forecasting, Analytics & Reporting

  • Develop and maintain sales analytics reports/dashboards and apply quantitative analysis/data visualization to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams
  • Manage sales quota forecasting and assist with territory planning
  • Analyze and evaluate operational performance metrics and resources

Salesforce & SalesLoft Setup & Training

  • Provide Salesforce and SalesLoft administration setup and training for all users, system configuration, reporting, documentation of best practices and maintenance of data

Tactical Operations

  • Actively assist with leads management (MQL to SQO)
  • Process orders and support sales teams with planning and operational tasks
  • Apply data cleansing techniques to improve the quality and accuracy of contacts and accounts databases and develop processes and methods for acquiring net new names to our database

Assist with Process & Systems Architecture, Improvement, and Implementation

  • Assist in the improving overall sales performance through process improvement, system enhancements and best practice sharing
  • Assist Sale Leadership in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales team’s performance
  • Assist in process improvement and manage all aspects of Salesforce CRM and SalesLoft sales automation including workflow, reporting, data integrity and maintenance
  • Engage and work with aligned operations teams and lines of business to achieve data needs and analysis results more effectively
  • Partner with IT teams to understand new capabilities available in Salesforce and SalesLoft and assist in training sales representatives to use these capabilities

Personal Competencies

  • Strong analytical skills and engineering mindset with attention to detail
  • Ability to think broadly with strong conceptual ability, with natural curiosity and propensity to learn rapidly
  • Strong written and verbal communication skills
  • Accustomed to working in a fast-paced environment
  • Team oriented
  • Incredibly strong work ethic
  • Excellent interpersonal skills


  • 0-1+ years work experience in an analytical position (eg. Investment Banking, Consulting, Engineering, Mathematics)
  • Proven experience in developing, building and delivering quantitative metrics in a business context preferred
  • Direct experience in working with Salesforce or Integration Applications (at an Admin level) a plus
  • In-depth understanding of key Nonprofit data and fundraising process and business flows a plus

Technical Skills

  • Proficiency Microsoft Excel, PowerPoint, and other Microsoft Office Applications
  • Process modeling tools and best practices
  • Project management tools and best practices
  • Advanced knowledge of Salesforce (or similar CRM system) and a plus
  • Experience with visual analysis applications and sales intelligence software

Desired Certification

  • Bachelor's degree in Business, Mathematics, and/or Engineering
  • Salesforce Sales/Service Cloud Consultant, Salesforce Administrator or Salesforce Developer a plus
  • Salesloft, Gong, other Sales Tech Stack experience a plus

Apply for this position

Apply with Indeed
We've received your resume. Click here to update it.
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file